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EASY vs. DGRE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EASY vs. DGRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty One Defensive Dividend Growth ETF (EASY) and WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EASY achieves a 2.35% return, which is significantly lower than DGRE's 31.30% return.


EASY

1D
0.00%
1M
-3.05%
YTD
2.35%
6M
1.36%
1Y
3Y*
5Y*
10Y*

DGRE

1D
-0.94%
1M
8.34%
YTD
31.30%
6M
36.66%
1Y
58.03%
3Y*
24.56%
5Y*
8.61%
10Y*
9.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EASY vs. DGRE - Yearly Performance Comparison


Correlation

The correlation between EASY and DGRE is 0.06, 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 Oct 1, 2025

0.06

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Return for Risk

EASY vs. DGRE — Risk / Return Rank

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

EASY

DGRE
DGRE Risk / Return Rank: 8484
Overall Rank
DGRE Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
DGRE Sortino Ratio Rank: 8282
Sortino Ratio Rank
DGRE Omega Ratio Rank: 8585
Omega Ratio Rank
DGRE Calmar Ratio Rank: 8181
Calmar Ratio Rank
DGRE Martin Ratio Rank: 8484
Martin Ratio Rank
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.

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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

EASY vs. DGRE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


EASYDGREDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.32

0.00

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


EASYDGREDifference

Max Drawdown

Largest 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

-34.82%

Max Drawdown (10Y)

Largest decline over 10 years

-36.95%

Current Drawdown

Current decline from peak

-7.79%

-0.94%

-6.85%

Average Drawdown

Average peak-to-trough decline

-2.68%

-12.00%

+9.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.34%

Volatility

EASY vs. DGRE - Volatility Comparison


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Volatility by Period


EASYDGREDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.88%

Volatility (6M)

Calculated over the trailing 6-month period

17.97%

Volatility (1Y)

Calculated over the trailing 1-year period

9.65%

20.08%

-10.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.65%

18.11%

-8.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.65%

19.64%

-9.99%

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 0.55%, less than DGRE's 1.18% yield.


PositionTTM20252024202320222021202020192018201720162015
DGRE
WisdomTree Emerging Markets Quality Dividend Growth Fund
1.18%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
0.55%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 0.06, 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 1.18%, compared with 0.55% 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.

Portfolio Optimizer

Find the right allocation for EASY and DGRE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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