DGRW vs. WNTR

Last updated Jul 15, 2026

DGRW (WisdomTree U.S. Quality Dividend Growth Fund) and WNTR (YieldMax Short MSTR Option Income Strategy ETF) are both exchange-traded funds - DGRW is a Dividend fund tracking the WisdomTree U.S. Quality Dividend Growth Index, while WNTR is a Derivative Income fund actively managed by YieldMax. DGRW is passively managed, while WNTR is actively managed. Over the past year, DGRW returned 14.66% vs 119.74% for WNTR. At a correlation of -0.40, they often move in opposite directions. DGRW charges 0.28%/yr vs 1.01%/yr for WNTR.

Performance

DGRW vs. WNTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Quality Dividend Growth Fund (DGRW) and YieldMax Short MSTR Option Income Strategy ETF (WNTR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DGRW achieves a 8.27% return, which is significantly higher than WNTR's 5.96% return.

DGRW

• 1D: -0.31%
• 1M: 0.36%
• 6M: 6.20%
• YTD: 8.27%
• 1Y: 14.66%
• 3Y*: 14.57%
• 5Y*: 11.55%
• 10Y*: 13.64%

WNTR

• 1D: -3.79%
• 1M: 13.60%
• 6M: 16.72%
• YTD: 5.96%
• 1Y: 119.74%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

DGRW vs. WNTR - Yearly Performance Comparison

	2026 (YTD)	2025
DGRW WisdomTree U.S. Quality Dividend Growth Fund	8.27%	12.51%
WNTR YieldMax Short MSTR Option Income Strategy ETF	5.96%	52.78%

Correlation

The correlation between DGRW and WNTR is -0.38, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.38
Correlation (All Time) Calculated using the full available price history since Mar 27, 2025	-0.40

Return for Risk

DGRW vs. WNTR — Risk / Return Rank

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

DGRW

DGRW Risk / Return Rank: 51
DGRW Sharpe Ratio Rank: 52
DGRW Sortino Ratio Rank: 53
DGRW Omega Ratio Rank: 54
DGRW Calmar Ratio Rank: 44
DGRW Martin Ratio Rank: 54

WNTR

WNTR Risk / Return Rank: 70
WNTR Sharpe Ratio Rank: 87
WNTR Sortino Ratio Rank: 67
WNTR Omega Ratio Rank: 72
WNTR Calmar Ratio Rank: 71
WNTR Martin Ratio Rank: 53

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. WNTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Quality Dividend Growth Fund (DGRW) and YieldMax Short MSTR Option Income Strategy ETF (WNTR). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DGRW	WNTR	Difference
Sharpe ratio: Return per unit of total volatility	1.44	2.24	-0.80
Sortino ratio: Return per unit of downside risk	2.09	2.46	-0.37
Omega ratio: Gain probability vs. loss probability	1.27	1.34	-0.07
Calmar ratio: Return relative to maximum drawdown	1.77	2.82	-1.05
Martin ratio: Return relative to average drawdown	7.31	7.24	+0.06

DGRW vs. WNTR - Sharpe Ratio Comparison

The current DGRW Sharpe Ratio is 1.44, which is lower than the WNTR Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of DGRW and WNTR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

DGRW vs. WNTR - Drawdown Comparison

The maximum DGRW drawdown since its inception was -32.04%, smaller than the maximum WNTR drawdown of -42.65%. Use the drawdown chart below to compare losses from any high point for DGRW and WNTR.

Drawdown Indicators

	DGRW	WNTR	Difference
Max Drawdown Largest peak-to-trough decline	-32.04%	-42.65%	+10.61%
Max Drawdown (1Y) Largest decline over 1 year	-8.30%	-42.65%	+34.35%
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	-1.58%	-13.55%	+11.97%
Average Drawdown Average peak-to-trough decline	-3.01%	-20.51%	+17.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.01%	16.60%	-14.59%

Volatility

DGRW vs. WNTR - Volatility Comparison

The current volatility for WisdomTree U.S. Quality Dividend Growth Fund (DGRW) is 2.76%, while YieldMax Short MSTR Option Income Strategy ETF (WNTR) has a volatility of 19.07%. This indicates that DGRW experiences smaller price fluctuations and is considered to be less risky than WNTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DGRW	WNTR	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.76%	19.07%	-16.31%
Volatility (6M) Calculated over the trailing 6-month period	8.20%	47.38%	-39.18%
Volatility (1Y) Calculated over the trailing 1-year period	10.22%	53.89%	-43.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.00%	53.60%	-39.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.17%	53.60%	-37.43%

DGRW vs. WNTR - Expense Ratio Comparison

DGRW has a 0.28% expense ratio, which is lower than WNTR's 1.01% expense ratio.

Dividends

DGRW vs. WNTR - Dividend Comparison

DGRW's dividend yield for the trailing twelve months is around 1.27%, less than WNTR's 106.17% 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%
WNTR YieldMax Short MSTR Option Income Strategy ETF	106.17%	58.56%	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 WNTR in my portfolio?

DGRW and WNTR have a correlation of -0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DGRW or WNTR?

WNTR has higher volatility (19.07%) compared to DGRW (2.76%). In terms of maximum drawdown, DGRW dropped -32.04% vs WNTR's -42.65%.

Which ETF is better, DGRW or WNTR?

On 1-year performance, WNTR leads with 119.74% vs 14.66% for DGRW. On fees, DGRW is cheaper at 0.28% per year. On volatility, DGRW has been the lower-risk option at 2.76%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DGRW or WNTR?

Over the 1-year period, WNTR has performed better with a 119.74% return vs 14.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DGRW or WNTR?

DGRW is cheaper with a 0.28% expense ratio, compared with 1.01% for WNTR.

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

WNTR has the higher dividend yield at 106.17%, compared with 1.27% for DGRW.

What is the main difference between DGRW and WNTR?

DGRW is categorized as Dividend, while WNTR is Derivative Income. They also come from different issuers: WisdomTree and YieldMax. Their fees differ too: 0.28% for DGRW and 1.01% for WNTR.

Which has better risk-adjusted returns?

WNTR currently has the higher Sharpe Ratio (2.24 vs 1.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.