GDT vs. DGRW
GDT (WisdomTree Efficient TIPS Plus Gold Fund) and DGRW (WisdomTree U.S. Quality Dividend Growth Fund) are both exchange-traded funds - GDT is a Tactical Allocation fund actively managed by WisdomTree, while DGRW is a Dividend fund tracking the WisdomTree U.S. Quality Dividend Growth Index. GDT is actively managed, while DGRW is passively managed. At a 0.43 correlation, their price movements are largely independent. GDT charges 0.30%/yr vs 0.28%/yr for DGRW.
Performance
GDT vs. DGRW - Performance Comparison
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Returns By Period
GDT
- 1D
- -0.42%
- 1M
- -2.50%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRW
- 1D
- 0.62%
- 1M
- 1.20%
- 6M
- 6.94%
- YTD
- 9.18%
- 1Y
- 15.56%
- 3Y*
- 15.34%
- 5Y*
- 11.83%
- 10Y*
- 13.79%
GDT vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
GDT WisdomTree Efficient TIPS Plus Gold Fund | -14.24% |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | 7.87% |
Correlation
The correlation between GDT and DGRW is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jan 22, 2026 | 0.43 |
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Return for Risk
GDT vs. DGRW — Risk / Return Rank
GDT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DGRW
GDT vs. DGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient TIPS Plus Gold Fund (GDT) and WisdomTree U.S. Quality 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.
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.
| GDT | DGRW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.27 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.81 | — |
| Martin ratioReturn relative to average drawdown | — | 7.48 | — |
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Drawdowns
GDT vs. DGRW - Drawdown Comparison
The maximum GDT drawdown since its inception was -24.66%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for GDT and DGRW.
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Drawdown Indicators
| GDT | DGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.66% | -32.04% | +7.38% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.30% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.21% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.27% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.04% | — |
Current DrawdownCurrent decline from peak | -22.43% | -0.75% | -21.68% |
Average DrawdownAverage peak-to-trough decline | -12.26% | -3.01% | -9.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.01% | — |
Volatility
GDT vs. DGRW - Volatility Comparison
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Volatility by Period
| GDT | DGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.12% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.21% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 31.91% | 10.22% | +21.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.91% | 13.99% | +17.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.91% | 16.16% | +15.75% |
GDT vs. DGRW - Expense Ratio Comparison
GDT has a 0.30% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Dividends
GDT vs. DGRW - Dividend Comparison
GDT's dividend yield for the trailing twelve months is around 2.70%, more than DGRW's 1.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRW WisdomTree U.S. Quality Dividend Growth Fund | 1.25% | 1.43% | 1.55% | 1.74% | 2.15% | 1.78% | 1.93% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% |
GDT WisdomTree Efficient TIPS Plus Gold Fund | 2.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
GDT and DGRW have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DGRW is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DGRW is cheaper with a 0.28% expense ratio, compared with 0.30% for GDT.
GDT has the higher dividend yield at 2.70%, compared with 1.25% for DGRW.
GDT is categorized as Tactical Allocation, while DGRW is Dividend. Their fees differ too: 0.30% for GDT and 0.28% for DGRW.
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