DGRW vs. GRNY
DGRW (WisdomTree U.S. Quality Dividend Growth Fund) and GRNY (Fundstrat Granny Shots U.S. Large Cap ETF) are both exchange-traded funds - DGRW is a Dividend fund tracking the WisdomTree U.S. Quality Dividend Growth Index, while GRNY is a Large Cap Blend Equities fund actively managed by Tidal ETFs. DGRW is passively managed, while GRNY is actively managed. Over the past year, DGRW returned 21.83% vs 30.94% for GRNY. A 0.76 correlation means they provide meaningful diversification when combined. DGRW charges 0.28%/yr vs 0.75%/yr for GRNY.
Performance
DGRW vs. GRNY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DGRW achieves a 9.87% return, which is significantly lower than GRNY's 12.12% return.
DGRW
- 1D
- 0.71%
- 1M
- 4.18%
- YTD
- 9.87%
- 6M
- 9.49%
- 1Y
- 21.83%
- 3Y*
- 17.10%
- 5Y*
- 12.33%
- 10Y*
- 14.19%
GRNY
- 1D
- 0.87%
- 1M
- 3.78%
- YTD
- 12.12%
- 6M
- 10.16%
- 1Y
- 30.94%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRW vs. GRNY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DGRW WisdomTree U.S. Quality Dividend Growth Fund | 9.87% | 12.17% | -4.72% |
GRNY Fundstrat Granny Shots U.S. Large Cap ETF | 12.12% | 24.05% | -1.09% |
Correlation
The correlation between DGRW and GRNY is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2024 | 0.76 |
The correlation between DGRW and GRNY has been stable across timeframes, ranging from 0.75 to 0.76 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DGRW vs. GRNY — Risk / Return Rank
DGRW
GRNY
DGRW vs. GRNY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Quality Dividend Growth Fund (DGRW) and Fundstrat Granny Shots U.S. Large Cap ETF (GRNY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DGRW | GRNY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.45 | ||
| Sortino ratioReturn per unit of downside risk | +0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.30 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.64 | 2.67 | -0.03 |
| Martin ratioReturn relative to average drawdown | 11.58 | 8.16 | +3.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| DGRW | GRNY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.22 | 1.77 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.98 | -0.12 |
Drawdowns
DGRW vs. GRNY - Drawdown Comparison
The maximum DGRW drawdown since its inception was -32.04%, which is greater than GRNY's maximum drawdown of -24.18%. Use the drawdown chart below to compare losses from any high point for DGRW and GRNY.
Loading charts...
Drawdown Indicators
| DGRW | GRNY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.04% | -24.18% | -7.86% |
Max Drawdown (1Y)Largest decline over 1 year | -8.30% | -11.63% | +3.33% |
Max Drawdown (3Y)Largest decline over 3 years | -16.21% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.27% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -32.04% | — | — |
Current DrawdownCurrent decline from peak | -0.12% | 0.00% | -0.12% |
Average DrawdownAverage peak-to-trough decline | -3.01% | -4.02% | +1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 3.80% | -1.91% |
Volatility
DGRW vs. GRNY - Volatility Comparison
The current volatility for WisdomTree U.S. Quality Dividend Growth Fund (DGRW) is 2.49%, while Fundstrat Granny Shots U.S. Large Cap ETF (GRNY) has a volatility of 4.28%. This indicates that DGRW experiences smaller price fluctuations and is considered to be less risky than GRNY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| DGRW | GRNY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.49% | 4.28% | -1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 7.67% | 12.71% | -5.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.89% | 17.58% | -7.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.97% | 23.17% | -9.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.21% | 23.17% | -6.96% |
DGRW vs. GRNY - Expense Ratio Comparison
DGRW has a 0.28% expense ratio, which is lower than GRNY's 0.75% expense ratio.
Dividends
DGRW vs. GRNY - Dividend Comparison
DGRW's dividend yield for the trailing twelve months is around 1.26%, while GRNY has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRW WisdomTree U.S. Quality Dividend Growth Fund | 1.26% | 1.43% | 1.55% | 1.74% | 2.15% | 1.78% | 1.93% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% |
GRNY Fundstrat Granny Shots U.S. Large Cap ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DGRW and GRNY have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GRNY has higher volatility (4.28%) compared to DGRW (2.49%). In terms of maximum drawdown, DGRW dropped -32.04% vs GRNY's -24.18%.
On 1-year performance, GRNY leads with 30.94% vs 21.83% for DGRW. On fees, DGRW is cheaper at 0.28% per year. On volatility, DGRW has been the lower-risk option at 2.49%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, GRNY has performed better with a 30.94% return vs 21.83%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DGRW is cheaper with a 0.28% expense ratio, compared with 0.75% for GRNY.
DGRW has the higher dividend yield at 1.26%, compared with 0.00% for GRNY.
DGRW is categorized as Dividend, while GRNY is Large Cap Blend Equities. They also come from different issuers: WisdomTree and Tidal ETFs. Their fees differ too: 0.28% for DGRW and 0.75% for GRNY.
DGRW currently has the higher Sharpe Ratio (2.22 vs 1.77), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for DGRW and GRNY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer