GQGU vs. DGRW
GQGU (GQG US Equity ETF) and DGRW (WisdomTree U.S. Quality Dividend Growth Fund) are both exchange-traded funds - GQGU is a Large Cap Growth Equities fund actively managed by GQG Partners, while DGRW is a Dividend fund tracking the WisdomTree U.S. Quality Dividend Growth Index. GQGU is actively managed, while DGRW is passively managed. At a 0.12 correlation, their price movements are largely independent. GQGU charges 0.49%/yr vs 0.28%/yr for DGRW.
Performance
GQGU vs. DGRW - Performance Comparison
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Returns By Period
In the year-to-date period, GQGU achieves a 6.44% return, which is significantly lower than DGRW's 9.87% return.
GQGU
- 1D
- -0.15%
- 1M
- -1.69%
- YTD
- 6.44%
- 6M
- 7.69%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRW
- 1D
- 0.71%
- 1M
- 4.18%
- YTD
- 9.87%
- 6M
- 9.49%
- 1Y
- 21.83%
- 3Y*
- 17.10%
- 5Y*
- 12.33%
- 10Y*
- 14.19%
GQGU vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
GQGU GQG US Equity ETF | 6.44% | -1.14% |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | 9.87% | 5.90% |
Correlation
The correlation between GQGU and DGRW is 0.12, 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 Jul 15, 2025 | 0.12 |
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Return for Risk
GQGU vs. DGRW — Risk / Return Rank
GQGU
DGRW
GQGU vs. DGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GQG US Equity ETF (GQGU) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| GQGU | DGRW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.22 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.89 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.86 | -0.28 |
Drawdowns
GQGU vs. DGRW - Drawdown Comparison
The maximum GQGU drawdown since its inception was -6.65%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for GQGU and DGRW.
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Drawdown Indicators
| GQGU | DGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.65% | -32.04% | +25.39% |
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 | -4.80% | -0.12% | -4.68% |
Average DrawdownAverage peak-to-trough decline | -2.55% | -3.01% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.89% | — |
Volatility
GQGU vs. DGRW - Volatility Comparison
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Volatility by Period
| GQGU | DGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.49% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.67% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.12% | 9.89% | +0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.12% | 13.97% | -3.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.12% | 16.21% | -6.09% |
GQGU vs. DGRW - Expense Ratio Comparison
GQGU has a 0.49% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Dividends
GQGU vs. DGRW - Dividend Comparison
GQGU's dividend yield for the trailing twelve months is around 0.96%, less than DGRW's 1.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRW WisdomTree U.S. Quality Dividend Growth Fund | 1.26% | 1.43% | 1.55% | 1.74% | 2.15% | 1.78% | 1.93% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% |
GQGU GQG US Equity ETF | 0.96% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
GQGU and DGRW have a correlation of 0.12, 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 0.49% for GQGU.
DGRW has the higher dividend yield at 1.26%, compared with 0.96% for GQGU.
GQGU is categorized as Large Cap Growth Equities, while DGRW is Dividend. They also come from different issuers: GQG Partners and WisdomTree. Their fees differ too: 0.49% for GQGU and 0.28% for DGRW.
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