DIVS vs. DGRW
Compare and contrast key facts about SmartETFs Dividend Builder ETF (DIVS) and WisdomTree U.S. Dividend Growth Fund (DGRW).
DIVS and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVS is an actively managed fund by Guinness Atkinson Asset Management. It was launched on Mar 29, 2021. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVS or DGRW.
Performance
DIVS vs. DGRW - Performance Comparison
Returns By Period
In the year-to-date period, DIVS achieves a 13.67% return, which is significantly lower than DGRW's 19.99% return.
DIVS
13.67%
-4.13%
4.78%
20.42%
N/A
N/A
DGRW
19.99%
-1.56%
9.50%
26.20%
14.37%
12.74%
Key characteristics
| DIVS | DGRW | |
|---|---|---|
| Sharpe Ratio | 2.20 | 2.54 |
| Sortino Ratio | 3.11 | 3.53 |
| Omega Ratio | 1.38 | 1.47 |
| Calmar Ratio | 4.09 | 4.31 |
| Martin Ratio | 13.00 | 16.09 |
| Ulcer Index | 1.59% | 1.68% |
| Daily Std Dev | 9.40% | 10.61% |
| Max Drawdown | -29.55% | -32.04% |
| Current Drawdown | -4.13% | -2.74% |
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DIVS vs. DGRW - Expense Ratio Comparison
DIVS has a 0.65% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Correlation
The correlation between DIVS and DGRW is 0.89, 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.
Risk-Adjusted Performance
DIVS vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SmartETFs Dividend Builder ETF (DIVS) 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
DIVS vs. DGRW - Dividend Comparison
DIVS's dividend yield for the trailing twelve months is around 2.69%, more than DGRW's 1.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVS SmartETFs Dividend Builder ETF | 2.69% | 3.14% | 5.93% | 3.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.52% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.06% |
Drawdowns
DIVS vs. DGRW - Drawdown Comparison
The maximum DIVS drawdown since its inception was -29.55%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for DIVS and DGRW. For additional features, visit the drawdowns tool.
Volatility
DIVS vs. DGRW - Volatility Comparison
The current volatility for SmartETFs Dividend Builder ETF (DIVS) is 2.58%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 3.61%. This indicates that DIVS experiences smaller price fluctuations and is considered to be less risky than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.