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.
Performance
DGRW vs. NDVG - Performance Comparison
Returns By Period
In the year-to-date period, DGRW achieves a 20.15% return, which is significantly higher than NDVG's 18.19% return.
DGRW
20.15%
-1.43%
9.76%
27.16%
14.36%
12.76%
NDVG
18.19%
-2.20%
10.47%
25.08%
N/A
N/A
Key characteristics
| DGRW | NDVG | |
|---|---|---|
| Sharpe Ratio | 2.57 | 2.61 |
| Sortino Ratio | 3.56 | 3.55 |
| Omega Ratio | 1.48 | 1.47 |
| Calmar Ratio | 4.35 | 5.43 |
| Martin Ratio | 16.32 | 17.98 |
| Ulcer Index | 1.67% | 1.42% |
| Daily Std Dev | 10.63% | 9.80% |
| Max Drawdown | -32.04% | -19.71% |
| Current Drawdown | -2.61% | -2.20% |
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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.
Correlation
The correlation between DGRW and NDVG is 0.95, 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.
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 1.52%, more than NDVG's 1.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRW WisdomTree U.S. Dividend Growth Fund | 1.52% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.06% |
NDVG Nuveen Dividend Growth ETF | 1.13% | 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) has a higher volatility of 3.66% compared to Nuveen Dividend Growth ETF (NDVG) at 2.92%. This indicates that DGRW's price experiences larger fluctuations and is considered to be riskier than NDVG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.