FDV vs. DGRW
Compare and contrast key facts about Federated Hermes U.S. Strategic Dividend ETF (FDV) and WisdomTree U.S. Dividend Growth Fund (DGRW).
FDV and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FDV is an actively managed fund by Federated. It was launched on Nov 15, 2022. 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: FDV or DGRW.
Correlation
The correlation between FDV and DGRW is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FDV vs. DGRW - Performance Comparison
Key characteristics
FDV:
1.31
DGRW:
1.51
FDV:
1.86
DGRW:
2.12
FDV:
1.23
DGRW:
1.28
FDV:
1.91
DGRW:
2.63
FDV:
5.75
DGRW:
7.68
FDV:
2.50%
DGRW:
2.14%
FDV:
11.00%
DGRW:
10.89%
FDV:
-16.70%
DGRW:
-32.04%
FDV:
-6.03%
DGRW:
-5.39%
Returns By Period
In the year-to-date period, FDV achieves a 0.41% return, which is significantly higher than DGRW's -0.22% return.
FDV
0.41%
-1.65%
4.43%
14.21%
N/A
N/A
DGRW
-0.22%
-3.46%
0.51%
16.21%
12.54%
12.56%
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FDV vs. DGRW - Expense Ratio Comparison
FDV has a 0.50% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
FDV vs. DGRW — Risk-Adjusted Performance Rank
FDV
DGRW
FDV vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes U.S. Strategic Dividend ETF (FDV) 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
FDV vs. DGRW - Dividend Comparison
FDV's dividend yield for the trailing twelve months is around 3.11%, more than DGRW's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDV Federated Hermes U.S. Strategic Dividend ETF | 3.11% | 3.12% | 3.55% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.55% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% |
Drawdowns
FDV vs. DGRW - Drawdown Comparison
The maximum FDV drawdown since its inception was -16.70%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for FDV and DGRW. For additional features, visit the drawdowns tool.
Volatility
FDV vs. DGRW - Volatility Comparison
Federated Hermes U.S. Strategic Dividend ETF (FDV) and WisdomTree U.S. Dividend Growth Fund (DGRW) have volatilities of 3.67% and 3.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.