DGRW vs. SGRT

Last updated Jun 4, 2026

DGRW (WisdomTree U.S. Quality Dividend Growth Fund) and SGRT (SMART Earnings Growth 30 ETF) are both exchange-traded funds - DGRW is a Dividend fund tracking the WisdomTree U.S. Quality Dividend Growth Index, while SGRT is a Large Cap Growth Equities fund. DGRW is passively managed, while SGRT is actively managed. A 0.58 correlation means they provide meaningful diversification when combined. DGRW charges 0.28%/yr vs 0.59%/yr for SGRT.

Performance

DGRW vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Quality Dividend Growth Fund (DGRW) and SMART Earnings Growth 30 ETF (SGRT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DGRW achieves a 9.10% return, which is significantly lower than SGRT's 51.46% 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%

SGRT

• 1D: 0.03%
• 1M: 14.68%
• YTD: 51.46%
• 6M: 56.17%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

DGRW vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
DGRW WisdomTree U.S. Quality Dividend Growth Fund	9.10%	3.59%
SGRT SMART Earnings Growth 30 ETF	51.46%	25.25%

Correlation

The correlation between DGRW and SGRT is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 21, 2025	0.58

Return for Risk

DGRW vs. SGRT — Risk / Return Rank

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

DGRW

DGRW Risk / Return Rank: 60
DGRW Sharpe Ratio Rank: 61
DGRW Sortino Ratio Rank: 65
DGRW Omega Ratio Rank: 63
DGRW Calmar Ratio Rank: 50
DGRW Martin Ratio Rank: 61

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. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Quality Dividend Growth Fund (DGRW) and SMART Earnings Growth 30 ETF (SGRT). 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	SGRT	Difference
Sharpe ratio: Return per unit of total volatility	2.12	—	—
Sortino ratio: Return per unit of downside risk	3.09	—	—
Omega ratio: Gain probability vs. loss probability	1.39	—	—
Calmar ratio: Return relative to maximum drawdown	2.52	—	—
Martin ratio: Return relative to average drawdown	11.03	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	DGRW	SGRT	Difference
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	3.81	-2.95

Drawdowns

DGRW vs. SGRT - Drawdown Comparison

The maximum DGRW drawdown since its inception was -32.04%, which is greater than SGRT's maximum drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for DGRW and SGRT.

Drawdown Indicators

	DGRW	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-32.04%	-17.87%	-14.17%
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%	0.00%	-0.83%
Average Drawdown Average peak-to-trough decline	-3.01%	-3.11%	+0.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.89%	—	—

Volatility

Volatility by Period

	DGRW	SGRT	Difference
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%	33.41%	-23.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.97%	33.41%	-19.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.21%	33.41%	-17.20%

DGRW vs. SGRT - Expense Ratio Comparison

DGRW has a 0.28% expense ratio, which is lower than SGRT's 0.59% expense ratio.

Dividends

DGRW vs. SGRT - Dividend Comparison

DGRW's dividend yield for the trailing twelve months is around 1.27%, more than SGRT's 0.11% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
SGRT SMART Earnings Growth 30 ETF	0.11%	0.16%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DGRW and SGRT in my portfolio?

DGRW and SGRT have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, DGRW or SGRT?

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.

Which ETF is cheaper, DGRW or SGRT?

DGRW is cheaper with a 0.28% expense ratio, compared with 0.59% for SGRT.

Which ETF pays a higher dividend yield, DGRW or SGRT?

DGRW has the higher dividend yield at 1.27%, compared with 0.11% for SGRT.

What is the main difference between DGRW and SGRT?

DGRW is categorized as Dividend, while SGRT is Large Cap Growth Equities. Their fees differ too: 0.28% for DGRW and 0.59% for SGRT.