DGRW vs. VUSA.AS
Compare and contrast key facts about WisdomTree U.S. Dividend Growth Fund (DGRW) and Vanguard S&P 500 UCITS ETF (VUSA.AS).
DGRW and VUSA.AS 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. VUSA.AS is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 22, 2012. Both DGRW and VUSA.AS 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 VUSA.AS.
Correlation
The correlation between DGRW and VUSA.AS is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DGRW vs. VUSA.AS - Performance Comparison
Key characteristics
DGRW:
0.42
VUSA.AS:
0.03
DGRW:
0.70
VUSA.AS:
0.16
DGRW:
1.10
VUSA.AS:
1.03
DGRW:
0.41
VUSA.AS:
0.03
DGRW:
1.71
VUSA.AS:
0.10
DGRW:
3.92%
VUSA.AS:
5.94%
DGRW:
16.18%
VUSA.AS:
18.19%
DGRW:
-32.04%
VUSA.AS:
-33.64%
DGRW:
-10.70%
VUSA.AS:
-19.17%
Returns By Period
In the year-to-date period, DGRW achieves a -5.82% return, which is significantly higher than VUSA.AS's -16.40% return. Over the past 10 years, DGRW has outperformed VUSA.AS with an annualized return of 11.34%, while VUSA.AS has yielded a comparatively lower 10.75% annualized return.
DGRW
-5.82%
-5.77%
-8.19%
4.92%
14.65%
11.34%
VUSA.AS
-16.40%
-10.88%
-11.33%
1.46%
14.08%
10.75%
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DGRW vs. VUSA.AS - Expense Ratio Comparison
DGRW has a 0.28% expense ratio, which is higher than VUSA.AS's 0.07% expense ratio.
Risk-Adjusted Performance
DGRW vs. VUSA.AS — Risk-Adjusted Performance Rank
DGRW
VUSA.AS
DGRW vs. VUSA.AS - 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 UCITS ETF (VUSA.AS). 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. VUSA.AS - Dividend Comparison
DGRW's dividend yield for the trailing twelve months is around 1.66%, more than VUSA.AS's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRW WisdomTree U.S. Dividend Growth Fund | 1.58% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% | 1.79% |
VUSA.AS Vanguard S&P 500 UCITS ETF | 1.21% | 0.99% | 1.26% | 1.45% | 1.02% | 1.43% | 1.46% | 1.74% | 1.64% | 1.66% | 1.76% | 1.45% |
Drawdowns
DGRW vs. VUSA.AS - Drawdown Comparison
The maximum DGRW drawdown since its inception was -32.04%, roughly equal to the maximum VUSA.AS drawdown of -33.64%. Use the drawdown chart below to compare losses from any high point for DGRW and VUSA.AS. For additional features, visit the drawdowns tool.
Volatility
DGRW vs. VUSA.AS - Volatility Comparison
The current volatility for WisdomTree U.S. Dividend Growth Fund (DGRW) is 11.87%, while Vanguard S&P 500 UCITS ETF (VUSA.AS) has a volatility of 13.07%. This indicates that DGRW experiences smaller price fluctuations and is considered to be less risky than VUSA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.