EASY vs. DGRE
EASY (Liberty One Defensive Dividend Growth ETF) and DGRE (WisdomTree Emerging Markets Quality Dividend Growth Fund) are both exchange-traded funds - EASY is a Dividend fund actively managed by Liberty One, while DGRE is a Emerging Markets Equities fund actively managed by WisdomTree. Both are actively managed. At a correlation of -0.04, they often move in opposite directions. EASY charges 0.85%/yr vs 0.32%/yr for DGRE.
Performance
EASY vs. DGRE - Performance Comparison
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Returns By Period
In the year-to-date period, EASY achieves a 4.86% return, which is significantly lower than DGRE's 27.59% return.
EASY
- 1D
- 1.60%
- 1M
- -0.65%
- YTD
- 4.86%
- 6M
- 4.73%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRE
- 1D
- -0.01%
- 1M
- 2.21%
- YTD
- 27.59%
- 6M
- 28.66%
- 1Y
- 48.71%
- 3Y*
- 23.16%
- 5Y*
- 8.33%
- 10Y*
- 9.58%
EASY vs. DGRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EASY Liberty One Defensive Dividend Growth ETF | 4.86% | 0.55% |
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | 27.59% | 9.75% |
Correlation
The correlation between EASY and DGRE is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | -0.04 |
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Return for Risk
EASY vs. DGRE — Risk / Return Rank
EASY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DGRE
EASY vs. DGRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty One Defensive Dividend Growth ETF (EASY) and WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE). 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.
| EASY | DGRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.41 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.58 | — |
| Martin ratioReturn relative to average drawdown | — | 13.97 | — |
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Drawdowns
EASY vs. DGRE - Drawdown Comparison
The maximum EASY drawdown since its inception was -7.79%, smaller than the maximum DGRE drawdown of -36.95%. Use the drawdown chart below to compare losses from any high point for EASY and DGRE.
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Drawdown Indicators
| EASY | DGRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.79% | -36.95% | +29.16% |
Max Drawdown (1Y)Largest decline over 1 year | — | -13.68% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.65% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -33.99% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.95% | — |
Current DrawdownCurrent decline from peak | -5.53% | -5.68% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -2.83% | -11.96% | +9.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.50% | — |
Volatility
EASY vs. DGRE - Volatility Comparison
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Volatility by Period
| EASY | DGRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 11.80% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 20.84% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.52% | 22.57% | -12.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.52% | 18.71% | -8.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.52% | 19.83% | -9.31% |
EASY vs. DGRE - Expense Ratio Comparison
EASY has a 0.85% expense ratio, which is higher than DGRE's 0.32% expense ratio.
Dividends
EASY vs. DGRE - Dividend Comparison
EASY's dividend yield for the trailing twelve months is around 0.76%, less than DGRE's 1.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | 1.22% | 1.65% | 1.90% | 2.22% | 4.38% | 2.56% | 2.11% | 2.32% | 2.71% | 3.12% | 3.18% | 3.01% |
EASY Liberty One Defensive Dividend Growth ETF | 0.76% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EASY and DGRE have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DGRE is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DGRE is cheaper with a 0.32% expense ratio, compared with 0.85% for EASY.
DGRE has the higher dividend yield at 1.22%, compared with 0.76% for EASY.
EASY is categorized as Dividend, while DGRE is Emerging Markets Equities. They also come from different issuers: Liberty One and WisdomTree. Their fees differ too: 0.85% for EASY and 0.32% for DGRE.
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