DTD vs. QGRW

Last updated Aug 5, 2026

DTD (WisdomTree U.S. Total Dividend Fund) and QGRW (WisdomTree U.S. Quality Growth Fund) are both exchange-traded funds - DTD is a Large Cap Value Equities fund tracking the WisdomTree U.S. Dividend Index, while QGRW is a Quality Factor fund tracking the WisdomTree U.S. Quality Growth Index. Both are passively managed. Over the past 3 years, DTD returned 18.01%/yr vs 27.42%/yr for QGRW. Their 0.58 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.28% expense ratio.

Performance

DTD vs. QGRW - Performance Comparison

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

Returns By Period

The year-to-date returns for both investments are quite close, with DTD having a 15.50% return and QGRW slightly higher at 16.19%.

DTD

• 1D: 1.08%
• 1M: 3.44%
• 6M: 10.65%
• YTD: 15.50%
• 1Y: 22.65%
• 3Y*: 18.01%
• 5Y*: 12.48%
• 10Y*: 12.21%
• ALL TIME*: 9.85%

QGRW

• 1D: 2.28%
• 1M: 4.67%
• 6M: 17.68%
• YTD: 16.19%
• 1Y: 26.04%
• 3Y*: 27.42%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 33.06%

*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)
DTD WisdomTree U.S. Total Dividend Fund	$2.64M	$1.91M	$1.81M
QGRW WisdomTree U.S. Quality Growth Fund	$12.32M	$14.21M	$19.77M

DTD vs. QGRW - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
DTD WisdomTree U.S. Total Dividend Fund	15.50%	14.25%	18.56%	10.63%	-2.42%
QGRW WisdomTree U.S. Quality Growth Fund	16.19%	19.20%	34.85%	56.05%	-3.07%

Correlation

The correlation between DTD and QGRW is 0.47, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.47
Correlation (3Y) Balances recent behavior with more history.	0.56
Correlation (All Time) Calculated using the full available price history since Dec 15, 2022	0.58

The correlation between DTD and QGRW shifts across timeframes, from 0.47 (1 year) to 0.58 (all time), reflecting how their relationship changes across market environments.

DTD vs. QGRW - Sectors Allocation Comparison

Sectors	DTD	QGRW
Technology	19.9%	50.7%
Financial Services	18.7%	3.7%
Healthcare	12.2%	5.5%
Industrials	8.7%	9.3%
Consumer Defensive	8.4%	0.5%
Communication Services	7.2%	15.4%
Energy	7.1%	0.5%
Utilities	5.7%	0.9%
Consumer Cyclical	5.5%	13.4%
Real Estate	5.1%	-
Basic Materials	1.5%	-

Return for Risk

DTD vs. QGRW — Risk / Return Rank

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

DTD

DTD Risk / Return Rank: 89
DTD Sharpe Ratio Rank: 90
DTD Sortino Ratio Rank: 90
DTD Omega Ratio Rank: 90
DTD Calmar Ratio Rank: 85
DTD Martin Ratio Rank: 89

QGRW

QGRW Risk / Return Rank: 46
QGRW Sharpe Ratio Rank: 47
QGRW Sortino Ratio Rank: 46
QGRW Omega Ratio Rank: 45
QGRW Calmar Ratio Rank: 43
QGRW Martin Ratio Rank: 46

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.

DTD vs. QGRW - 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. Quality Growth Fund (QGRW). 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.

	DTD	QGRW	Difference
Sharpe ratio: Return per unit of total volatility	2.45	1.34	+1.11
Sortino ratio: Return per unit of downside risk	3.45	1.89	+1.56
Omega ratio: Gain probability vs. loss probability	1.45	1.24	+0.22
Calmar ratio: Return relative to maximum drawdown	3.61	1.69	+1.91
Martin ratio: Return relative to average drawdown	15.06	5.79	+9.27

DTD vs. QGRW - Sharpe Ratio Comparison

The current DTD Sharpe Ratio is 2.45, which is higher than the QGRW Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of DTD and QGRW, 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

DTD vs. QGRW - Drawdown Comparison

The maximum DTD drawdown since its inception was -58.19%, which is greater than QGRW's maximum drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for DTD and QGRW.

Drawdown Indicators

	DTD	QGRW	Difference
Max Drawdown Largest peak-to-trough decline	-58.19%	-24.40%	-33.79%
Max Drawdown (1Y) Largest decline over 1 year	-6.30%	-15.44%	+9.14%
Max Drawdown (3Y) Largest decline over 3 years	-14.41%	-24.40%	+9.99%
Max Drawdown (5Y) Largest decline over 5 years	-16.14%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-37.29%	—	—
Current Drawdown Current decline from peak	0.00%	-0.67%	+0.67%
Average Drawdown Average peak-to-trough decline	-7.28%	-3.34%	-3.94%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.51%	4.51%	-3.00%

Volatility

DTD vs. QGRW - Volatility Comparison

The current volatility for WisdomTree U.S. Total Dividend Fund (DTD) is 2.69%, while WisdomTree U.S. Quality Growth Fund (QGRW) has a volatility of 6.55%. This indicates that DTD experiences smaller price fluctuations and is considered to be less risky than QGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DTD	QGRW	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.69%	6.55%	-3.86%
Volatility (6M) Calculated over the trailing 6-month period	7.08%	16.14%	-9.06%
Volatility (1Y) Calculated over the trailing 1-year period	9.33%	19.61%	-10.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.53%	21.28%	-7.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.17%	21.28%	-5.11%

DTD vs. QGRW - Expense Ratio Comparison

Both DTD and QGRW have an expense ratio of 0.28%.

Dividends

DTD vs. QGRW - Dividend Comparison

DTD's dividend yield for the trailing twelve months is around 1.79%, more than QGRW's 0.07% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DTD WisdomTree U.S. Total Dividend Fund	1.79%	1.99%	2.07%	2.43%	2.62%	2.04%	2.73%	2.50%	2.93%	2.36%	2.66%	2.81%
QGRW WisdomTree U.S. Quality Growth Fund	0.07%	0.09%	0.14%	0.11%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DTD and QGRW in my portfolio?

DTD and QGRW have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DTD or QGRW?

QGRW has higher volatility (6.55%) compared to DTD (2.69%). In terms of maximum drawdown, DTD dropped -58.19% vs QGRW's -24.40%.

Which ETF is better, DTD or QGRW?

On 3-year performance, QGRW leads with 27.42% vs 18.01% for DTD. Both ETFs have the same 0.28% expense ratio. On volatility, DTD has been the lower-risk option at 2.69%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DTD or QGRW?

Over the 3-year period, QGRW has performed better with a 27.42% return vs 18.01%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DTD or QGRW?

DTD and QGRW have the same expense ratio: 0.28% per year.

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

DTD has the higher dividend yield at 1.79%, compared with 0.07% for QGRW.

What is the main difference between DTD and QGRW?

DTD is categorized as Large Cap Value Equities, while QGRW is Quality Factor. DTD tracks WisdomTree U.S. Dividend Index, while QGRW tracks WisdomTree U.S. Quality Growth Index.

Which has better risk-adjusted returns?

DTD currently has the higher Sharpe Ratio (2.45 vs 1.34), 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.