DUSA vs. DGRW
Compare and contrast key facts about Davis Select U.S. Equity ETF (DUSA) and WisdomTree U.S. Dividend Growth Fund (DGRW).
DUSA and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DUSA is an actively managed fund by Davis Advisers. It was launched on Jan 11, 2017. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DUSA or DGRW.
Key characteristics
| DUSA | DGRW | |
|---|---|---|
| YTD Return | 10.50% | 4.54% |
| 1Y Return | 41.43% | 19.24% |
| 3Y Return (Ann) | 5.08% | 9.56% |
| 5Y Return (Ann) | 11.52% | 12.92% |
| Sharpe Ratio | 2.80 | 1.76 |
| Daily Std Dev | 14.23% | 10.48% |
| Max Drawdown | -36.71% | -32.04% |
| Current Drawdown | -3.70% | -3.89% |
Correlation
The correlation between DUSA and DGRW is 0.79, 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
DUSA vs. DGRW - Performance Comparison
In the year-to-date period, DUSA achieves a 10.50% return, which is significantly higher than DGRW's 4.54% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DUSA vs. DGRW - Expense Ratio Comparison
DUSA has a 0.62% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
DUSA vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Davis Select U.S. Equity ETF (DUSA) 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
DUSA vs. DGRW - Dividend Comparison
DUSA's dividend yield for the trailing twelve months is around 3.05%, more than DGRW's 1.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUSA Davis Select U.S. Equity ETF | 3.05% | 3.38% | 1.21% | 1.12% | 0.51% | 1.12% | 2.77% | 0.68% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.71% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.05% |
Drawdowns
DUSA vs. DGRW - Drawdown Comparison
The maximum DUSA drawdown since its inception was -36.71%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for DUSA and DGRW. For additional features, visit the drawdowns tool.
Volatility
DUSA vs. DGRW - Volatility Comparison
Davis Select U.S. Equity ETF (DUSA) has a higher volatility of 4.16% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 3.28%. This indicates that DUSA'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.