GBSS.L vs. DGRA.L
GBSS.L (Gold Bullion Securities) and DGRA.L (WisdomTree US Quality Dividend Growth UCITS ETF USD Acc) are both exchange-traded funds - GBSS.L is a Precious Metals fund tracking the Gold, while DGRA.L is a Large Cap Blend Equities fund tracking the WisdomTree U.S. Quality Dividend Growth UCITS Index. Both are passively managed. Over the past 5 years, GBSS.L returned 19.51%/yr vs 12.91%/yr for DGRA.L. At a 0.04 correlation, their price movements are largely independent. GBSS.L charges 0.40%/yr vs 0.33%/yr for DGRA.L.
Performance
GBSS.L vs. DGRA.L - Performance Comparison
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Different Trading Currencies
GBSS.L is traded in GBp, while DGRA.L is traded in USD. To make them comparable, the DGRA.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, GBSS.L achieves a 3.71% return, which is significantly lower than DGRA.L's 7.19% return.
GBSS.L
- 1D
- 0.61%
- 1M
- -1.48%
- YTD
- 3.71%
- 6M
- 5.10%
- 1Y
- 33.15%
- 3Y*
- 27.74%
- 5Y*
- 19.51%
- 10Y*
- 13.99%
DGRA.L
- 1D
- 0.12%
- 1M
- 4.46%
- YTD
- 7.19%
- 6M
- 5.39%
- 1Y
- 21.06%
- 3Y*
- 13.50%
- 5Y*
- 12.91%
- 10Y*
- —
GBSS.L vs. DGRA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GBSS.L Gold Bullion Securities | 3.71% | 53.13% | 27.82% | 6.96% | 11.51% | -3.12% | 19.73% | 14.42% | 4.17% | 1.53% |
DGRA.L WisdomTree US Quality Dividend Growth UCITS ETF USD Acc | 7.19% | 5.03% | 20.29% | 12.77% | 2.58% | 26.46% | 9.27% | 23.93% | -1.02% | 15.94% |
Correlation
The correlation between GBSS.L and DGRA.L is 0.08, 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 (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Jun 9, 2016 | 0.04 |
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Return for Risk
GBSS.L vs. DGRA.L — Risk / Return Rank
GBSS.L
DGRA.L
GBSS.L vs. DGRA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gold Bullion Securities (GBSS.L) and WisdomTree US Quality Dividend Growth UCITS ETF USD Acc (DGRA.L). 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.
| GBSS.L | DGRA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.34 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.84 | 3.77 | -1.92 |
| Martin ratioReturn relative to average drawdown | 4.94 | 12.10 | -7.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GBSS.L | DGRA.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.85 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.21 | 0.92 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.89 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.94 | -0.28 |
Drawdowns
GBSS.L vs. DGRA.L - Drawdown Comparison
The maximum GBSS.L drawdown since its inception was -42.08%, which is greater than DGRA.L's maximum drawdown of -23.29%. Use the drawdown chart below to compare losses from any high point for GBSS.L and DGRA.L.
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Drawdown Indicators
| GBSS.L | DGRA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.08% | -23.29% | -18.79% |
Max Drawdown (1Y)Largest decline over 1 year | -17.92% | -5.57% | -12.35% |
Max Drawdown (3Y)Largest decline over 3 years | -17.92% | -18.00% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -17.92% | -18.00% | +0.08% |
Max Drawdown (10Y)Largest decline over 10 years | -22.41% | — | — |
Current DrawdownCurrent decline from peak | -16.16% | 0.00% | -16.16% |
Average DrawdownAverage peak-to-trough decline | -13.56% | -2.98% | -10.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.70% | 1.74% | +4.96% |
Volatility
GBSS.L vs. DGRA.L - Volatility Comparison
Gold Bullion Securities (GBSS.L) has a higher volatility of 5.05% compared to WisdomTree US Quality Dividend Growth UCITS ETF USD Acc (DGRA.L) at 3.18%. This indicates that GBSS.L's price experiences larger fluctuations and is considered to be riskier than DGRA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GBSS.L | DGRA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 3.18% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 19.82% | 8.41% | +11.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.96% | 11.31% | +11.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.12% | 14.01% | +2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.77% | 15.54% | +0.23% |
GBSS.L vs. DGRA.L - Expense Ratio Comparison
GBSS.L has a 0.40% expense ratio, which is higher than DGRA.L's 0.33% expense ratio.
Dividends
GBSS.L vs. DGRA.L - Dividend Comparison
Neither GBSS.L nor DGRA.L has paid dividends to shareholders.
Frequently Asked Questions
GBSS.L and DGRA.L have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DGRA.L is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DGRA.L is cheaper with a 0.33% expense ratio, compared with 0.40% for GBSS.L.
GBSS.L is categorized as Precious Metals, while DGRA.L is Large Cap Blend Equities. GBSS.L tracks Gold, while DGRA.L tracks WisdomTree U.S. Quality Dividend Growth UCITS Index. Their fees differ too: 0.40% for GBSS.L and 0.33% for DGRA.L.
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