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DGRW vs. MEME
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DGRW vs. MEME - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Quality Dividend Growth Fund (DGRW) and Roundhill Meme Stock ETF (MEME). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DGRW achieves a 9.10% return, which is significantly lower than MEME's 79.03% return.


DGRW

1D
-0.83%
1M
4.06%
YTD
9.10%
6M
8.62%
1Y
20.79%
3Y*
16.64%
5Y*
12.17%
10Y*
14.15%

MEME

1D
-5.29%
1M
25.28%
YTD
79.03%
6M
68.18%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DGRW vs. MEME - Yearly Performance Comparison


Correlation

The correlation between DGRW and MEME is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 9, 2025

0.49

DGRW vs. MEME - Sectors Allocation Comparison


Sectors
DGRW
MEME

Technology

32.1%
58.8%

Healthcare

12.8%
5.4%

Financial Services

11.3%
5.7%

Communication Services

10.1%
5.5%

Industrials

9.9%
29.9%

Consumer Cyclical

7.1%

-

Consumer Defensive

6.7%

-

Energy

5.0%
4.8%

Basic Materials

3.3%
4.6%

Utilities

0.2%
10.7%

Real Estate

-

-

Technology

DGRW
32.1%
MEME
58.8%

Healthcare

DGRW
12.8%
MEME
5.4%

Financial Services

DGRW
11.3%
MEME
5.7%

Communication Services

DGRW
10.1%
MEME
5.5%

Industrials

DGRW
9.9%
MEME
29.9%

Consumer Cyclical

DGRW
7.1%
MEME

-

Consumer Defensive

DGRW
6.7%
MEME

-

Energy

DGRW
5.0%
MEME
4.8%

Basic Materials

DGRW
3.3%
MEME
4.6%

Utilities

DGRW
0.2%
MEME
10.7%

Real Estate

DGRW

-

MEME

-

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Return for Risk

DGRW vs. MEME — Risk / Return Rank

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

DGRW
DGRW Risk / Return Rank: 6060
Overall Rank
DGRW Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
DGRW Sortino Ratio Rank: 6565
Sortino Ratio Rank
DGRW Omega Ratio Rank: 6363
Omega Ratio Rank
DGRW Calmar Ratio Rank: 5050
Calmar Ratio Rank
DGRW Martin Ratio Rank: 6161
Martin Ratio Rank

MEME
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. MEME - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Quality Dividend Growth Fund (DGRW) and Roundhill Meme Stock ETF (MEME). 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.


DGRWMEMEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.39

Calmar ratioReturn relative to maximum drawdown

2.52

Martin ratioReturn relative to average drawdown

11.03

DGRW vs. MEME - Sharpe Ratio Comparison


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Sharpe Ratios by Period


DGRWMEMEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.88

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

0.28

+0.57

Drawdowns

DGRW vs. MEME - Drawdown Comparison

The maximum DGRW drawdown since its inception was -32.04%, smaller than the maximum MEME drawdown of -48.78%. Use the drawdown chart below to compare losses from any high point for DGRW and MEME.


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Drawdown Indicators


DGRWMEMEDifference

Max Drawdown

Largest peak-to-trough decline

-32.04%

-48.78%

+16.74%

Max Drawdown (1Y)

Largest decline over 1 year

-8.30%

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 Drawdown

Current decline from peak

-0.83%

-5.93%

+5.10%

Average Drawdown

Average peak-to-trough decline

-3.01%

-29.90%

+26.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.89%

Volatility

DGRW vs. MEME - Volatility Comparison


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Volatility by Period


DGRWMEMEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.47%

Volatility (6M)

Calculated over the trailing 6-month period

7.64%

Volatility (1Y)

Calculated over the trailing 1-year period

9.88%

74.19%

-64.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.97%

74.19%

-60.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.21%

74.19%

-57.98%

DGRW vs. MEME - Expense Ratio Comparison

DGRW has a 0.28% expense ratio, which is lower than MEME's 0.69% expense ratio.


Dividends

DGRW vs. MEME - Dividend Comparison

DGRW's dividend yield for the trailing twelve months is around 1.27%, while MEME has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
1.27%1.43%1.55%1.74%2.15%1.78%1.93%2.20%2.42%1.71%2.13%2.18%
MEME
Roundhill Meme Stock 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 MEME have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DGRW is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DGRW is cheaper with a 0.28% expense ratio, compared with 0.69% for MEME.

DGRW has the higher dividend yield at 1.27%, compared with 0.00% for MEME.

DGRW is categorized as Dividend, while MEME is Large Cap Growth Equities. They also come from different issuers: WisdomTree and Roundhill. Their fees differ too: 0.28% for DGRW and 0.69% for MEME.

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