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 0.07 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 5.80% return, which is significantly lower than DGRW's 9.18% return.
GQGU
- 1D
- 0.60%
- 1M
- -0.56%
- 6M
- 6.22%
- YTD
- 5.80%
- 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%
GQGU vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
GQGU GQG US Equity ETF | 5.80% | -1.12% |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | 9.18% | 5.84% |
Correlation
The correlation between GQGU and DGRW is 0.07, 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 Jul 14, 2025 | 0.07 |
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Return for Risk
GQGU vs. DGRW — Risk / Return Rank
GQGU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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.
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.
| GQGU | 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
GQGU vs. DGRW - Drawdown Comparison
The maximum GQGU drawdown since its inception was -8.41%, 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 | -8.41% | -32.04% | +23.63% |
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 | -5.37% | -0.75% | -4.62% |
Average DrawdownAverage peak-to-trough decline | -2.87% | -3.01% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.01% | — |
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 | — | 3.12% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.21% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.76% | 10.22% | +0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.76% | 13.99% | -3.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.76% | 16.16% | -5.40% |
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 1.25% 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% |
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 0.07, 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 1.25%, 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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