DIVG vs. DGRW
Compare and contrast key facts about Invesco S&P 500 High Dividend Growers ETF (DIVG) and WisdomTree U.S. Dividend Growth Fund (DGRW).
DIVG and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVG is a passively managed fund by Invesco that tracks the performance of the S&P 500 High Dividend Growth Index - Benchmark TR Gross. It was launched on Dec 4, 2023. 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. Both DIVG and DGRW 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: DIVG or DGRW.
Correlation
The correlation between DIVG and DGRW is 0.68, 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
DIVG vs. DGRW - Performance Comparison
Key characteristics
DIVG:
2.32
DGRW:
1.66
DIVG:
3.21
DGRW:
2.33
DIVG:
1.41
DGRW:
1.30
DIVG:
2.85
DGRW:
2.87
DIVG:
8.76
DGRW:
7.95
DIVG:
2.91%
DGRW:
2.25%
DIVG:
11.04%
DGRW:
10.85%
DIVG:
-8.95%
DGRW:
-32.04%
DIVG:
-3.72%
DGRW:
-1.81%
Returns By Period
In the year-to-date period, DIVG achieves a 4.03% return, which is significantly higher than DGRW's 3.56% return.
DIVG
4.03%
2.30%
5.89%
22.77%
N/A
N/A
DGRW
3.56%
2.32%
4.94%
16.56%
13.30%
12.52%
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DIVG vs. DGRW - Expense Ratio Comparison
DIVG has a 0.39% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
DIVG vs. DGRW — Risk-Adjusted Performance Rank
DIVG
DGRW
DIVG vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 High Dividend Growers ETF (DIVG) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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
DIVG vs. DGRW - Dividend Comparison
DIVG's dividend yield for the trailing twelve months is around 4.20%, more than DGRW's 1.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVG Invesco S&P 500 High Dividend Growers ETF | 4.20% | 4.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.49% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% |
Drawdowns
DIVG vs. DGRW - Drawdown Comparison
The maximum DIVG drawdown since its inception was -8.95%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for DIVG and DGRW. For additional features, visit the drawdowns tool.
Volatility
DIVG vs. DGRW - Volatility Comparison
Invesco S&P 500 High Dividend Growers ETF (DIVG) and WisdomTree U.S. Dividend Growth Fund (DGRW) have volatilities of 2.43% and 2.42%, 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.