DOL vs. DGRW
Compare and contrast key facts about WisdomTree International LargeCap Dividend Fund (DOL) and WisdomTree U.S. Dividend Growth Fund (DGRW).
DOL and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DOL is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International LargeCap Dividend Index. It was launched on Jun 16, 2006. 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 DOL 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: DOL or DGRW.
Correlation
The correlation between DOL and DGRW is 0.75, 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.
Performance
DOL vs. DGRW - Performance Comparison
Key characteristics
DOL:
0.36
DGRW:
1.57
DOL:
0.56
DGRW:
2.20
DOL:
1.07
DGRW:
1.29
DOL:
0.46
DGRW:
2.71
DOL:
1.39
DGRW:
9.50
DOL:
3.17%
DGRW:
1.78%
DOL:
12.25%
DGRW:
10.80%
DOL:
-60.79%
DGRW:
-32.04%
DOL:
-9.59%
DGRW:
-5.39%
Returns By Period
In the year-to-date period, DOL achieves a 3.02% return, which is significantly lower than DGRW's 16.73% return. Over the past 10 years, DOL has underperformed DGRW with an annualized return of 4.03%, while DGRW has yielded a comparatively higher 12.29% annualized return.
DOL
3.02%
-2.41%
-2.63%
5.64%
4.01%
4.03%
DGRW
16.73%
-2.72%
3.53%
18.71%
12.96%
12.29%
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DOL vs. DGRW - Expense Ratio Comparison
DOL has a 0.48% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
DOL vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International LargeCap Dividend Fund (DOL) 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
DOL vs. DGRW - Dividend Comparison
DOL's dividend yield for the trailing twelve months is around 3.77%, more than DGRW's 1.57% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
WisdomTree International LargeCap Dividend Fund | 3.77% | 4.02% | 4.47% | 3.58% | 2.82% | 3.50% | 4.03% | 3.17% | 3.58% | 3.66% | 5.02% | 3.20% |
WisdomTree U.S. Dividend Growth Fund | 1.57% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.06% |
Drawdowns
DOL vs. DGRW - Drawdown Comparison
The maximum DOL drawdown since its inception was -60.79%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for DOL and DGRW. For additional features, visit the drawdowns tool.
Volatility
DOL vs. DGRW - Volatility Comparison
WisdomTree International LargeCap Dividend Fund (DOL) has a higher volatility of 3.42% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 3.01%. This indicates that DOL's price experiences larger fluctuations and is considered to be riskier than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.