DGRW vs. NDVG
Compare and contrast key facts about WisdomTree U.S. Dividend Growth Fund (DGRW) and Nuveen Dividend Growth ETF (NDVG).
DGRW and NDVG 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. NDVG is an actively managed fund by Nuveen. It was launched on Aug 4, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGRW or NDVG.
Key characteristics
| DGRW | NDVG | |
|---|---|---|
| YTD Return | 6.81% | 4.14% |
| 1Y Return | 20.95% | 16.76% |
| Sharpe Ratio | 1.99 | 1.65 |
| Daily Std Dev | 10.37% | 10.09% |
| Max Drawdown | -32.04% | -19.71% |
| Current Drawdown | -1.80% | -1.64% |
Correlation
The correlation between DGRW and NDVG is 0.96, 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.
Performance
DGRW vs. NDVG - Performance Comparison
In the year-to-date period, DGRW achieves a 6.81% return, which is significantly higher than NDVG's 4.14% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DGRW vs. NDVG - Expense Ratio Comparison
DGRW has a 0.28% expense ratio, which is lower than NDVG's 0.64% expense ratio.
Risk-Adjusted Performance
DGRW vs. NDVG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Dividend Growth Fund (DGRW) and Nuveen Dividend Growth ETF (NDVG). 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.
Dividends
DGRW vs. NDVG - Dividend Comparison
DGRW's dividend yield for the trailing twelve months is around 1.67%, more than NDVG's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRW WisdomTree U.S. Dividend Growth Fund | 1.67% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.05% |
NDVG Nuveen Dividend Growth ETF | 1.21% | 1.24% | 1.34% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DGRW vs. NDVG - Drawdown Comparison
The maximum DGRW drawdown since its inception was -32.04%, which is greater than NDVG's maximum drawdown of -19.71%. Use the drawdown chart below to compare losses from any high point for DGRW and NDVG. For additional features, visit the drawdowns tool.
Volatility
DGRW vs. NDVG - Volatility Comparison
WisdomTree U.S. Dividend Growth Fund (DGRW) and Nuveen Dividend Growth ETF (NDVG) have volatilities of 3.29% and 3.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.