DGRW vs. VDIGX
Compare and contrast key facts about WisdomTree U.S. Dividend Growth Fund (DGRW) and Vanguard Dividend Growth Fund (VDIGX).
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. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGRW or VDIGX.
Correlation
The correlation between DGRW and VDIGX is 0.91, 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. VDIGX - Performance Comparison
Key characteristics
DGRW:
0.35
VDIGX:
-0.59
DGRW:
0.54
VDIGX:
-0.61
DGRW:
1.07
VDIGX:
0.89
DGRW:
0.46
VDIGX:
-0.49
DGRW:
1.47
VDIGX:
-1.24
DGRW:
2.87%
VDIGX:
6.74%
DGRW:
12.18%
VDIGX:
14.22%
DGRW:
-32.04%
VDIGX:
-46.89%
DGRW:
-9.16%
VDIGX:
-17.20%
Returns By Period
The year-to-date returns for both stocks are quite close, with DGRW having a -4.20% return and VDIGX slightly lower at -4.30%. Over the past 10 years, DGRW has outperformed VDIGX with an annualized return of 11.74%, while VDIGX has yielded a comparatively lower 6.05% annualized return.
DGRW
-4.20%
-4.56%
-5.54%
4.31%
17.63%
11.74%
VDIGX
-4.30%
-6.16%
-15.29%
-7.87%
9.07%
6.05%
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DGRW vs. VDIGX - Expense Ratio Comparison
DGRW has a 0.28% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
DGRW vs. VDIGX — Risk-Adjusted Performance Rank
DGRW
VDIGX
DGRW vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Dividend Growth Fund (DGRW) and Vanguard Dividend Growth Fund (VDIGX). 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. VDIGX - Dividend Comparison
DGRW's dividend yield for the trailing twelve months is around 1.64%, less than VDIGX's 1.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRW WisdomTree U.S. Dividend Growth Fund | 1.64% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% |
VDIGX Vanguard Dividend Growth Fund | 1.95% | 1.87% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
Drawdowns
DGRW vs. VDIGX - Drawdown Comparison
The maximum DGRW drawdown since its inception was -32.04%, smaller than the maximum VDIGX drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for DGRW and VDIGX. For additional features, visit the drawdowns tool.
Volatility
DGRW vs. VDIGX - Volatility Comparison
WisdomTree U.S. Dividend Growth Fund (DGRW) and Vanguard Dividend Growth Fund (VDIGX) have volatilities of 5.78% and 5.82%, 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.