DTD vs. DGRO

Last updated Jun 4, 2026

DTD (WisdomTree U.S. Total Dividend Fund) and DGRO (iShares Core Dividend Growth ETF) are both exchange-traded funds - DTD is a Large Cap Value Equities fund tracking the WisdomTree U.S. Dividend Index, while DGRO is a Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index. Both are passively managed. Over the past 10 years, DTD returned 12.18%/yr vs 13.30%/yr for DGRO. With a 0.96 correlation, they move nearly in lockstep. DTD charges 0.28%/yr vs 0.08%/yr for DGRO.

Performance

DTD vs. DGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Total Dividend Fund (DTD) and iShares Core Dividend Growth ETF (DGRO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DTD achieves a 10.02% return, which is significantly higher than DGRO's 8.76% return. Over the past 10 years, DTD has underperformed DGRO with an annualized return of 12.18%, while DGRO has yielded a comparatively higher 13.30% annualized return.

DTD

• 1D: -0.48%
• 1M: 2.79%
• YTD: 10.02%
• 6M: 9.93%
• 1Y: 21.95%
• 3Y*: 17.94%
• 5Y*: 11.75%
• 10Y*: 12.18%

DGRO

• 1D: -0.28%
• 1M: 3.14%
• YTD: 8.76%
• 6M: 8.75%
• 1Y: 22.54%
• 3Y*: 16.99%
• 5Y*: 10.54%
• 10Y*: 13.30%

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

DTD vs. DGRO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DTD WisdomTree U.S. Total Dividend Fund	10.02%	14.25%	18.56%	10.63%	-3.83%	26.26%	2.45%	28.19%	-6.47%	17.35%
DGRO iShares Core Dividend Growth ETF	8.76%	15.69%	16.62%	10.47%	-7.91%	26.64%	9.50%	29.87%	-2.38%	23.00%

Correlation

The correlation between DTD and DGRO is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.95
Correlation (3Y) Calculated over the trailing 3-year period	0.97
Correlation (5Y) Calculated over the trailing 5-year period	0.97
Correlation (10Y) Calculated over the trailing 10-year period	0.96
Correlation (All Time) Calculated using the full available price history since Jun 13, 2014	0.96

The correlation between DTD and DGRO has been stable across timeframes, ranging from 0.95 to 0.97 - a consistent structural relationship.

DTD vs. DGRO - Sectors Allocation Comparison

Sectors	DTD	DGRO
Financial Services	18.8%	21.2%
Technology	18.5%	19.4%
Healthcare	11.5%	16.4%
Consumer Defensive	8.7%	11.5%
Industrials	8.6%	10.8%
Energy	8.4%	5.6%
Communication Services	7.4%	0.1%
Utilities	5.9%	6.9%
Consumer Cyclical	5.6%	5.7%
Real Estate	5.2%	-
Basic Materials	1.5%	2.5%

Return for Risk

DTD vs. DGRO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DTD

DTD Risk / Return Rank: 72
DTD Sharpe Ratio Rank: 71
DTD Sortino Ratio Rank: 74
DTD Omega Ratio Rank: 71
DTD Calmar Ratio Rank: 70
DTD Martin Ratio Rank: 75

DGRO

DGRO Risk / Return Rank: 71
DGRO Sharpe Ratio Rank: 71
DGRO Sortino Ratio Rank: 76
DGRO Omega Ratio Rank: 70
DGRO Calmar Ratio Rank: 69
DGRO Martin Ratio Rank: 71

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DTD vs. DGRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Total Dividend Fund (DTD) 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.

	DTD	DGRO	Difference
Sharpe ratio: Return per unit of total volatility	2.37	2.39	-0.02
Sortino ratio: Return per unit of downside risk	3.38	3.49	-0.10
Omega ratio: Gain probability vs. loss probability	1.43	1.43	0.00
Calmar ratio: Return relative to maximum drawdown	3.50	3.50	0.00
Martin ratio: Return relative to average drawdown	14.51	13.52	+0.99
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DTD vs. DGRO - Sharpe Ratio Comparison

The current DTD Sharpe Ratio is 2.37, which is comparable to the DGRO Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of DTD and DGRO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	DTD	DGRO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.37	2.39	-0.02
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.87	0.77	+0.10
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.75	0.80	-0.05
Sharpe Ratio (All Time) Calculated using the full available price history	0.53	0.76	-0.23

Drawdowns

DTD vs. DGRO - Drawdown Comparison

The maximum DTD drawdown since its inception was -58.19%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for DTD and DGRO.

Drawdown Indicators

	DTD	DGRO	Difference
Max Drawdown Largest peak-to-trough decline	-58.19%	-35.10%	-23.09%
Max Drawdown (1Y) Largest decline over 1 year	-6.30%	-6.47%	+0.17%
Max Drawdown (3Y) Largest decline over 3 years	-14.41%	-14.03%	-0.38%
Max Drawdown (5Y) Largest decline over 5 years	-16.14%	-19.31%	+3.17%
Max Drawdown (10Y) Largest decline over 10 years	-37.29%	-35.10%	-2.19%
Current Drawdown Current decline from peak	-0.48%	-0.28%	-0.20%
Average Drawdown Average peak-to-trough decline	-7.34%	-3.44%	-3.90%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.52%	1.67%	-0.15%

Volatility

DTD vs. DGRO - Volatility Comparison

WisdomTree U.S. Total Dividend Fund (DTD) and iShares Core Dividend Growth ETF (DGRO) have volatilities of 2.13% and 2.21%, 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.

Volatility by Period

	DTD	DGRO	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.13%	2.21%	-0.08%
Volatility (6M) Calculated over the trailing 6-month period	6.98%	6.91%	+0.07%
Volatility (1Y) Calculated over the trailing 1-year period	9.29%	9.48%	-0.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.57%	13.82%	-0.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.21%	16.62%	-0.41%

DTD vs. DGRO - Expense Ratio Comparison

DTD has a 0.28% expense ratio, which is higher than DGRO's 0.08% expense ratio.

Dividends

DTD vs. DGRO - Dividend Comparison

DTD's dividend yield for the trailing twelve months is around 1.87%, less than DGRO's 1.96% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DGRO iShares Core Dividend Growth ETF	1.96%	2.09%	2.26%	2.45%	2.34%	1.93%	2.30%	2.21%	2.44%	2.03%	2.27%	2.52%
DTD WisdomTree U.S. Total Dividend Fund	1.87%	1.99%	2.07%	2.43%	2.62%	2.04%	2.73%	2.50%	2.93%	2.36%	2.66%	2.81%

Frequently Asked Questions

Can I hold both DTD and DGRO in my portfolio?

With a correlation of 0.95, DTD and DGRO move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, DTD or DGRO?

DGRO has higher volatility (2.21%) compared to DTD (2.13%). In terms of maximum drawdown, DTD dropped -58.19% vs DGRO's -35.10%.

Which ETF is better, DTD or DGRO?

On 10-year performance, DGRO leads with 13.30% vs 12.18% for DTD. On fees, DGRO is cheaper at 0.08% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DTD or DGRO?

Over the 10-year period, DGRO has performed better with a 13.30% return vs 12.18%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DTD or DGRO?

DGRO is cheaper with a 0.08% expense ratio, compared with 0.28% for DTD.

Which ETF pays a higher dividend yield, DTD or DGRO?

DGRO has the higher dividend yield at 1.96%, compared with 1.87% for DTD.

What is the main difference between DTD and DGRO?

DTD is categorized as Large Cap Value Equities, while DGRO is Large Cap Growth Equities. DTD tracks WisdomTree U.S. Dividend Index, while DGRO tracks Morningstar US Dividend Growth Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.28% for DTD and 0.08% for DGRO.

Which has better risk-adjusted returns?

DGRO currently has the higher Sharpe Ratio (2.39 vs 2.37), 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.