DGRW vs. VOO
Compare and contrast key facts about WisdomTree U.S. Dividend Growth Fund (DGRW) and Vanguard S&P 500 ETF (VOO).
DGRW and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both DGRW and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGRW or VOO.
Key characteristics
| DGRW | VOO | |
|---|---|---|
| YTD Return | 6.81% | 9.19% |
| 1Y Return | 20.95% | 27.28% |
| 3Y Return (Ann) | 9.71% | 8.68% |
| 5Y Return (Ann) | 14.05% | 14.46% |
| 10Y Return (Ann) | 12.57% | 12.76% |
| Sharpe Ratio | 1.99 | 2.36 |
| Daily Std Dev | 10.37% | 11.57% |
| Max Drawdown | -32.04% | -33.99% |
| Current Drawdown | -1.80% | -1.24% |
Correlation
The correlation between DGRW and VOO 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.
Performance
DGRW vs. VOO - Performance Comparison
In the year-to-date period, DGRW achieves a 6.81% return, which is significantly lower than VOO's 9.19% return. Both investments have delivered pretty close results over the past 10 years, with DGRW having a 12.57% annualized return and VOO not far ahead at 12.76%. 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. VOO - Expense Ratio Comparison
DGRW has a 0.28% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
DGRW vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Dividend Growth Fund (DGRW) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
DGRW's dividend yield for the trailing twelve months is around 1.67%, more than VOO's 1.35% 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% |
VOO Vanguard S&P 500 ETF | 1.35% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
DGRW vs. VOO - Drawdown Comparison
The maximum DGRW drawdown since its inception was -32.04%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DGRW and VOO. For additional features, visit the drawdowns tool.
Volatility
DGRW vs. VOO - Volatility Comparison
The current volatility for WisdomTree U.S. Dividend Growth Fund (DGRW) is 3.29%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.07%. This indicates that DGRW experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.