DNL vs. DGRO
Compare and contrast key facts about WisdomTree Global ex-U.S. Quality Dividend Growth Fund (DNL) and iShares Core Dividend Growth ETF (DGRO).
DNL and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DNL is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Global ex-U.S. Quality Dividend Growth Index. It was launched on Jun 16, 2006. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014. Both DNL and DGRO 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: DNL or DGRO.
Correlation
The correlation between DNL and DGRO is 0.69, 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
DNL vs. DGRO - Performance Comparison
Key characteristics
DNL:
-0.85
DGRO:
0.05
DNL:
-1.05
DGRO:
0.14
DNL:
0.87
DGRO:
1.02
DNL:
-0.75
DGRO:
0.05
DNL:
-2.09
DGRO:
0.26
DNL:
6.52%
DGRO:
2.42%
DNL:
16.11%
DGRO:
12.51%
DNL:
-44.54%
DGRO:
-35.10%
DNL:
-18.07%
DGRO:
-12.14%
Returns By Period
In the year-to-date period, DNL achieves a -8.00% return, which is significantly lower than DGRO's -7.54% return. Over the past 10 years, DNL has underperformed DGRO with an annualized return of 4.76%, while DGRO has yielded a comparatively higher 10.52% annualized return.
DNL
-8.00%
-12.50%
-14.71%
-12.88%
7.74%
4.76%
DGRO
-7.54%
-10.04%
-8.93%
1.67%
15.07%
10.52%
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DNL vs. DGRO - Expense Ratio Comparison
DNL has a 0.58% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
DNL vs. DGRO — Risk-Adjusted Performance Rank
DNL
DGRO
DNL vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Global ex-U.S. Quality Dividend Growth Fund (DNL) and iShares Core Dividend Growth ETF (DGRO). 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
DNL vs. DGRO - Dividend Comparison
DNL's dividend yield for the trailing twelve months is around 2.35%, less than DGRO's 2.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund | 2.35% | 2.30% | 1.81% | 4.82% | 1.37% | 1.76% | 1.93% | 2.55% | 1.86% | 2.51% | 1.98% | 2.37% |
DGRO iShares Core Dividend Growth ETF | 2.45% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
DNL vs. DGRO - Drawdown Comparison
The maximum DNL drawdown since its inception was -44.54%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for DNL and DGRO. For additional features, visit the drawdowns tool.
Volatility
DNL vs. DGRO - Volatility Comparison
WisdomTree Global ex-U.S. Quality Dividend Growth Fund (DNL) and iShares Core Dividend Growth ETF (DGRO) have volatilities of 7.70% and 7.64%, 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.