DIVB vs. DGRE
DIVB (iShares Core Dividend ETF) and DGRE (WisdomTree Emerging Markets Quality Dividend Growth Fund) are both exchange-traded funds - DIVB is a Dividend fund tracking the Morningstar US Dividend and Buyback Index, while DGRE is a Emerging Markets Equities fund actively managed by WisdomTree. DIVB is passively managed, while DGRE is actively managed. Over the past 5 years, DIVB returned 12.39%/yr vs 8.42%/yr for DGRE. A 0.55 correlation means they provide meaningful diversification when combined. DIVB charges 0.05%/yr vs 0.32%/yr for DGRE.
Performance
DIVB vs. DGRE - Performance Comparison
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Returns By Period
In the year-to-date period, DIVB achieves a 17.14% return, which is significantly lower than DGRE's 27.61% return.
DIVB
- 1D
- 1.02%
- 1M
- 1.64%
- YTD
- 17.14%
- 6M
- 16.48%
- 1Y
- 27.72%
- 3Y*
- 21.75%
- 5Y*
- 12.39%
- 10Y*
- —
DGRE
- 1D
- -5.02%
- 1M
- 2.22%
- YTD
- 27.61%
- 6M
- 28.61%
- 1Y
- 51.74%
- 3Y*
- 23.16%
- 5Y*
- 8.42%
- 10Y*
- 9.58%
DIVB vs. DGRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DIVB iShares Core Dividend ETF | 17.14% | 15.09% | 18.59% | 13.27% | -10.51% | 31.29% | 10.78% | 32.72% | -8.16% | 5.95% |
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | 27.61% | 27.47% | 3.63% | 18.46% | -21.86% | 2.55% | 10.85% | 21.12% | -16.36% | 4.50% |
Correlation
The correlation between DIVB and DGRE is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2017 | 0.55 |
The correlation between DIVB and DGRE shifts across timeframes, from 0.44 (1 year) to 0.55 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
DIVB vs. DGRE — Risk / Return Rank
DIVB
DGRE
DIVB vs. DGRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Dividend ETF (DIVB) and WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE). 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.
| DIVB | DGRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.42 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 4.08 | 3.80 | +0.28 |
| Martin ratioReturn relative to average drawdown | 13.64 | 14.91 | -1.27 |
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Drawdowns
DIVB vs. DGRE - Drawdown Comparison
The maximum DIVB drawdown since its inception was -36.93%, roughly equal to the maximum DGRE drawdown of -36.95%. Use the drawdown chart below to compare losses from any high point for DIVB and DGRE.
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Drawdown Indicators
| DIVB | DGRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -36.95% | +0.02% |
Max Drawdown (1Y)Largest decline over 1 year | -6.82% | -13.68% | +6.86% |
Max Drawdown (3Y)Largest decline over 3 years | -15.45% | -20.65% | +5.20% |
Max Drawdown (5Y)Largest decline over 5 years | -21.08% | -33.99% | +12.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.95% | — |
Current DrawdownCurrent decline from peak | -1.10% | -5.67% | +4.57% |
Average DrawdownAverage peak-to-trough decline | -4.97% | -11.96% | +6.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 3.48% | -1.44% |
Volatility
DIVB vs. DGRE - Volatility Comparison
The current volatility for iShares Core Dividend ETF (DIVB) is 4.61%, while WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) has a volatility of 11.80%. This indicates that DIVB experiences smaller price fluctuations and is considered to be less risky than DGRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DIVB | DGRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.61% | 11.80% | -7.19% |
Volatility (6M)Calculated over the trailing 6-month period | 8.84% | 20.85% | -12.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.70% | 22.57% | -10.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.26% | 18.71% | -3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.36% | 19.83% | -1.47% |
DIVB vs. DGRE - Expense Ratio Comparison
DIVB has a 0.05% expense ratio, which is lower than DGRE's 0.32% expense ratio.
Dividends
DIVB vs. DGRE - Dividend Comparison
DIVB's dividend yield for the trailing twelve months is around 2.27%, more than DGRE's 1.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | 1.22% | 1.65% | 1.90% | 2.22% | 4.38% | 2.56% | 2.11% | 2.32% | 2.71% | 3.12% | 3.18% | 3.01% |
DIVB iShares Core Dividend ETF | 2.27% | 2.50% | 2.61% | 3.18% | 2.02% | 1.63% | 2.08% | 2.07% | 2.52% | 0.37% | 0.00% | 0.00% |
Frequently Asked Questions
DIVB and DGRE have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DGRE has higher volatility (11.80%) compared to DIVB (4.61%). In terms of maximum drawdown, DIVB dropped -36.93% vs DGRE's -36.95%.
On 5-year performance, DIVB leads with 12.39% vs 8.42% for DGRE. On fees, DIVB is cheaper at 0.05% per year. On volatility, DIVB has been the lower-risk option at 4.61%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, DIVB has performed better with a 12.39% return vs 8.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DIVB is cheaper with a 0.05% expense ratio, compared with 0.32% for DGRE.
DIVB has the higher dividend yield at 2.27%, compared with 1.22% for DGRE.
DIVB is categorized as Dividend, while DGRE is Emerging Markets Equities. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.05% for DIVB and 0.32% for DGRE.
DIVB currently has the higher Sharpe Ratio (2.38 vs 2.30), 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.
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