DTD vs. DGRW
Compare and contrast key facts about WisdomTree U.S. Total Dividend Fund (DTD) and WisdomTree U.S. Dividend Growth Fund (DGRW).
DTD and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DTD is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. 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 DTD 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.
Performance
DTD vs. DGRW - Performance Comparison
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DTD vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DTD WisdomTree U.S. Total Dividend Fund | 2.18% | 14.25% | 18.56% | 10.63% | -3.83% | 26.26% | 2.45% | 28.19% | -6.47% | 17.35% |
DGRW WisdomTree U.S. Dividend Growth Fund | -1.22% | 12.17% | 16.98% | 18.66% | -6.33% | 24.46% | 13.87% | 29.54% | -5.38% | 26.90% |
Returns By Period
In the year-to-date period, DTD achieves a 2.18% return, which is significantly higher than DGRW's -1.22% return. Over the past 10 years, DTD has underperformed DGRW with an annualized return of 11.56%, while DGRW has yielded a comparatively higher 13.07% annualized return.
DTD
- 1D
- 0.00%
- 1M
- -4.14%
- YTD
- 2.18%
- 6M
- 3.64%
- 1Y
- 14.76%
- 3Y*
- 15.06%
- 5Y*
- 11.28%
- 10Y*
- 11.56%
DGRW
- 1D
- 0.28%
- 1M
- -5.15%
- YTD
- -1.22%
- 6M
- -0.48%
- 1Y
- 11.58%
- 3Y*
- 14.04%
- 5Y*
- 10.87%
- 10Y*
- 13.07%
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DTD vs. DGRW - Expense Ratio Comparison
Both DTD and DGRW have an expense ratio of 0.28%.
Return for Risk
DTD vs. DGRW — Risk / Return Rank
DTD
DGRW
DTD vs. DGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Total Dividend Fund (DTD) 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.
| DTD | DGRW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.75 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.19 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.05 | +0.22 |
Martin ratioReturn relative to average drawdown | 6.13 | 4.75 | +1.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DTD | DGRW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.75 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.78 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.81 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.81 | -0.30 |
Correlation
The correlation between DTD and DGRW is 0.93, 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.
Dividends
DTD vs. DGRW - Dividend Comparison
DTD's dividend yield for the trailing twelve months is around 1.98%, more than DGRW's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTD WisdomTree U.S. Total Dividend Fund | 1.98% | 1.99% | 2.07% | 2.43% | 2.62% | 2.04% | 2.73% | 2.50% | 2.93% | 2.36% | 2.66% | 2.81% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.43% | 1.43% | 1.55% | 1.74% | 2.15% | 1.78% | 1.93% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% |
Drawdowns
DTD vs. DGRW - Drawdown Comparison
The maximum DTD drawdown since its inception was -58.19%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for DTD and DGRW.
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Drawdown Indicators
| DTD | DGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.19% | -32.04% | -26.15% |
Max Drawdown (1Y)Largest decline over 1 year | -11.45% | -11.30% | -0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -16.14% | -17.27% | +1.13% |
Max Drawdown (10Y)Largest decline over 10 years | -37.29% | -32.04% | -5.25% |
Current DrawdownCurrent decline from peak | -4.39% | -5.69% | +1.30% |
Average DrawdownAverage peak-to-trough decline | -7.40% | -3.04% | -4.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 2.51% | -0.13% |
Volatility
DTD vs. DGRW - Volatility Comparison
The current volatility for WisdomTree U.S. Total Dividend Fund (DTD) is 3.88%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 4.64%. This indicates that DTD 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.
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Volatility by Period
| DTD | DGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 4.64% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 7.26% | 7.73% | -0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.35% | 15.41% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.62% | 13.98% | -0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.21% | 16.21% | 0.00% |