DIVY vs. DGRE

Last updated Aug 6, 2026

DIVY (Sound Equity Dividend Income ETF) and DGRE (WisdomTree Emerging Markets Quality Dividend Growth Fund) are both exchange-traded funds - DIVY is a Dividend fund actively managed by Sound Income Strategies, while DGRE is a Quality Factor fund actively managed by WisdomTree. Both are actively managed. Over the past year, DIVY returned 25.81% vs 46.05% for DGRE. Their 0.35 correlation means their historical movements had little consistent relationship. DIVY charges 0.45%/yr vs 0.32%/yr for DGRE.

Performance

DIVY vs. DGRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sound Equity Dividend Income ETF (DIVY) and WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DIVY achieves a 18.65% return, which is significantly lower than DGRE's 27.49% return.

DIVY

• 1D: -0.14%
• 1M: 4.18%
• 6M: 9.72%
• YTD: 18.65%
• 1Y: 25.81%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 13.93%

DGRE

• 1D: -0.18%
• 1M: -1.94%
• 6M: 17.44%
• YTD: 27.49%
• 1Y: 46.05%
• 3Y*: 21.92%
• 5Y*: 8.99%
• 10Y*: 8.31%
• ALL TIME*: 6.12%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund	$227.85K	$419.81K	$483.14K
DIVY Sound Equity Dividend Income ETF	$55.43K	$84.71K	$74.40K

DIVY vs. DGRE - Yearly Performance Comparison

	2026 (YTD)	2025	2024
DIVY Sound Equity Dividend Income ETF	18.65%	7.38%	3.51%
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund	27.49%	27.47%	-3.27%

Correlation

The correlation between DIVY and DGRE is 0.24, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.24
Correlation (All Time) Calculated using the full available price history since Jun 21, 2024	0.35

The correlation between DIVY and DGRE shifts across timeframes, from 0.24 (1 year) to 0.35 (all time), reflecting how their relationship changes across market environments.

DIVY vs. DGRE - Sectors Allocation Comparison

Sectors	DIVY	DGRE
Financial Services	23.4%	11.8%
Consumer Cyclical	12.7%	2.6%
Healthcare	12.3%	2.6%
Energy	10.7%	1.1%
Consumer Defensive	9.4%	2.3%
Technology	8.9%	38.6%
Utilities	6.7%	0.9%
Communication Services	6.6%	0.8%
Industrials	6.0%	8.0%
Basic Materials	3.2%	4.4%
Real Estate	-	0.3%

Return for Risk

DIVY vs. DGRE — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

DIVY

DIVY Risk / Return Rank: 75
DIVY Sharpe Ratio Rank: 78
DIVY Sortino Ratio Rank: 80
DIVY Omega Ratio Rank: 75
DIVY Calmar Ratio Rank: 72
DIVY Martin Ratio Rank: 68

DGRE

DGRE Risk / Return Rank: 74
DGRE Sharpe Ratio Rank: 73
DGRE Sortino Ratio Rank: 67
DGRE Omega Ratio Rank: 73
DGRE Calmar Ratio Rank: 82
DGRE Martin Ratio Rank: 74

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DIVY vs. DGRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sound Equity Dividend Income ETF (DIVY) 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.

	DIVY	DGRE	Difference
Sharpe ratio: Return per unit of total volatility	2.01	1.90	+0.11
Sortino ratio: Return per unit of downside risk	2.91	2.51	+0.40
Omega ratio: Gain probability vs. loss probability	1.35	1.35	+0.01
Calmar ratio: Return relative to maximum drawdown	2.86	3.38	-0.52
Martin ratio: Return relative to average drawdown	9.44	10.53	-1.09

DIVY vs. DGRE - Sharpe Ratio Comparison

The current DIVY Sharpe Ratio is 2.01, which is comparable to the DGRE Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of DIVY and DGRE, 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

DIVY vs. DGRE - Drawdown Comparison

The maximum DIVY drawdown since its inception was -18.35%, smaller than the maximum DGRE drawdown of -36.95%. Use the drawdown chart below to compare losses from any high point for DIVY and DGRE.

Drawdown Indicators

	DIVY	DGRE	Difference
Max Drawdown Largest peak-to-trough decline	-18.35%	-36.95%	+18.60%
Max Drawdown (1Y) Largest decline over 1 year	-9.06%	-13.68%	+4.62%
Max Drawdown (3Y) Largest decline over 3 years	—	-20.65%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-33.43%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-36.95%	—
Current Drawdown Current decline from peak	-0.30%	-5.76%	+5.46%
Average Drawdown Average peak-to-trough decline	-3.13%	-11.92%	+8.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.74%	4.39%	-1.65%

Volatility

DIVY vs. DGRE - Volatility Comparison

The current volatility for Sound Equity Dividend Income ETF (DIVY) is 5.40%, while WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) has a volatility of 8.56%. This indicates that DIVY 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.

Volatility by Period

	DIVY	DGRE	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.40%	8.56%	-3.16%
Volatility (6M) Calculated over the trailing 6-month period	9.99%	22.70%	-12.71%
Volatility (1Y) Calculated over the trailing 1-year period	12.91%	24.39%	-11.48%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.67%	19.12%	-3.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.67%	20.00%	-4.33%

DIVY vs. DGRE - Expense Ratio Comparison

DIVY has a 0.45% expense ratio, which is higher than DGRE's 0.32% expense ratio.

Dividends

DIVY vs. DGRE - Dividend Comparison

DIVY's dividend yield for the trailing twelve months is around 2.87%, more than DGRE's 1.30% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund	1.30%	1.65%	1.90%	2.22%	4.38%	2.56%	2.11%	2.32%	2.71%	3.12%	3.18%	3.01%
DIVY Sound Equity Dividend Income ETF	2.87%	3.68%	2.94%	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 DIVY and DGRE in my portfolio?

DIVY and DGRE have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DIVY or DGRE?

DGRE has higher volatility (8.56%) compared to DIVY (5.40%). In terms of maximum drawdown, DIVY dropped -18.35% vs DGRE's -36.95%.

Which ETF is better, DIVY or DGRE?

On 1-year performance, DGRE leads with 46.05% vs 25.81% for DIVY. On fees, DGRE is cheaper at 0.32% per year. On volatility, DIVY has been the lower-risk option at 5.40%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DIVY or DGRE?

Over the 1-year period, DGRE has performed better with a 46.05% return vs 25.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DIVY or DGRE?

DGRE is cheaper with a 0.32% expense ratio, compared with 0.45% for DIVY.

Which ETF pays a higher dividend yield, DIVY or DGRE?

DIVY has the higher dividend yield at 2.87%, compared with 1.30% for DGRE.

What is the main difference between DIVY and DGRE?

DIVY is categorized as Dividend, while DGRE is Quality Factor. They also come from different issuers: Sound Income Strategies and WisdomTree. Their fees differ too: 0.45% for DIVY and 0.32% for DGRE.

Which has better risk-adjusted returns?

DIVY currently has the higher Sharpe Ratio (2.01 vs 1.90), 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.