DGRW vs. ITOT

Last updated Apr 2, 2026

Compare and contrast key facts about WisdomTree U.S. Dividend Growth Fund (DGRW) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).

DGRW and ITOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004. Both DGRW and ITOT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

DGRW vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Dividend Growth Fund (DGRW) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). The values are adjusted to include any dividend payments, if applicable.

DGRW vs. ITOT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DGRW WisdomTree U.S. Dividend Growth Fund	-1.22%	12.17%	16.98%	18.66%	-6.33%	24.46%	13.87%	29.54%	-5.38%	26.90%
ITOT iShares Core S&P Total U.S. Stock Market ETF	-3.31%	17.00%	23.80%	26.12%	-19.47%	25.68%	20.71%	30.67%	-5.33%	21.37%

Returns By Period

In the year-to-date period, DGRW achieves a -1.22% return, which is significantly higher than ITOT's -3.31% return. Both investments have delivered pretty close results over the past 10 years, with DGRW having a 13.07% annualized return and ITOT not far ahead at 13.65%.

DGRW

• 1D: 0.28%
• 1M: -5.15%
• YTD: -1.22%
• 6M: -0.48%
• 1Y: 11.58%
• 3Y*: 14.04%
• 5Y*: 10.87%
• 10Y*: 13.07%

ITOT

• 1D: 0.72%
• 1M: -4.34%
• YTD: -3.31%
• 6M: -1.32%
• 1Y: 18.51%
• 3Y*: 18.11%
• 5Y*: 10.62%
• 10Y*: 13.65%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DGRW vs. ITOT - Expense Ratio Comparison

DGRW has a 0.28% expense ratio, which is higher than ITOT's 0.03% expense ratio.

DGRW

WisdomTree U.S. Dividend Growth Fund

ITOT

iShares Core S&P Total U.S. Stock Market ETF

Return for Risk

DGRW vs. ITOT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DGRW

DGRW Risk / Return Rank: 42
DGRW Sharpe Ratio Rank: 38
DGRW Sortino Ratio Rank: 40
DGRW Omega Ratio Rank: 43
DGRW Calmar Ratio Rank: 39
DGRW Martin Ratio Rank: 48

ITOT

ITOT Risk / Return Rank: 59
ITOT Sharpe Ratio Rank: 53
ITOT Sortino Ratio Rank: 57
ITOT Omega Ratio Rank: 60
ITOT Calmar Ratio Rank: 58
ITOT Martin Ratio Rank: 69

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DGRW vs. ITOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Dividend Growth Fund (DGRW) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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	ITOT	Difference
Sharpe ratio Return per unit of total volatility	0.75	1.00	-0.24
Sortino ratio Return per unit of downside risk	1.19	1.52	-0.33
Omega ratio Gain probability vs. loss probability	1.18	1.23	-0.05
Calmar ratio Return relative to maximum drawdown	1.05	1.53	-0.48
Martin ratio Return relative to average drawdown	4.75	7.25	-2.50
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DGRW vs. ITOT - Sharpe Ratio Comparison

The current DGRW Sharpe Ratio is 0.75, which is comparable to the ITOT Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of DGRW and ITOT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	DGRW	ITOT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.75	1.00	-0.24
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.78	0.61	+0.17
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.81	0.75	+0.06
Sharpe Ratio (All Time) Calculated using the full available price history	0.81	0.54	+0.27

Correlation

The correlation between DGRW and ITOT is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

DGRW vs. ITOT - Dividend Comparison

DGRW's dividend yield for the trailing twelve months is around 1.43%, more than ITOT's 1.12% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DGRW WisdomTree U.S. Dividend Growth Fund	1.43%	1.43%	1.55%	1.74%	2.15%	1.78%	1.93%	2.20%	2.42%	1.71%	2.13%	2.18%
ITOT iShares Core S&P Total U.S. Stock Market ETF	1.12%	1.11%	1.23%	1.47%	1.66%	1.18%	1.41%	1.88%	2.14%	1.69%	1.83%	2.01%

Drawdowns

DGRW vs. ITOT - Drawdown Comparison

The maximum DGRW drawdown since its inception was -32.04%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for DGRW and ITOT.

Drawdown Indicators

	DGRW	ITOT	Difference
Max Drawdown Largest peak-to-trough decline	-32.04%	-55.20%	+23.16%
Max Drawdown (1Y) Largest decline over 1 year	-11.30%	-12.34%	+1.04%
Max Drawdown (5Y) Largest decline over 5 years	-17.27%	-25.36%	+8.09%
Max Drawdown (10Y) Largest decline over 10 years	-32.04%	-35.00%	+2.96%
Current Drawdown Current decline from peak	-5.69%	-5.51%	-0.18%
Average Drawdown Average peak-to-trough decline	-3.04%	-7.02%	+3.98%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.51%	2.61%	-0.10%

Volatility

DGRW vs. ITOT - Volatility Comparison

The current volatility for WisdomTree U.S. Dividend Growth Fund (DGRW) is 4.64%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 5.49%. This indicates that DGRW experiences smaller price fluctuations and is considered to be less risky than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DGRW	ITOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.64%	5.49%	-0.85%
Volatility (6M) Calculated over the trailing 6-month period	7.73%	9.78%	-2.05%
Volatility (1Y) Calculated over the trailing 1-year period	15.41%	18.68%	-3.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.98%	17.36%	-3.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.21%	18.25%	-2.04%