GRNY vs. DGRW
Compare and contrast key facts about Fundstrat Granny Shots US Large Cap ETF (GRNY) and WisdomTree U.S. Dividend Growth Fund (DGRW).
GRNY and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GRNY is an actively managed fund by Tidal ETFs. It was launched on Nov 7, 2024. 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: GRNY or DGRW.
Correlation
The correlation between GRNY and DGRW is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
GRNY vs. DGRW - Performance Comparison
Key characteristics
GRNY:
26.53%
DGRW:
13.36%
GRNY:
-23.52%
DGRW:
-32.04%
GRNY:
-23.52%
DGRW:
-14.13%
Returns By Period
In the year-to-date period, GRNY achieves a -18.39% return, which is significantly lower than DGRW's -9.44% return.
GRNY
-18.39%
-15.42%
N/A
N/A
N/A
N/A
DGRW
-9.44%
-10.59%
-11.24%
-0.08%
16.30%
11.13%
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GRNY vs. DGRW - Expense Ratio Comparison
GRNY has a 0.75% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
GRNY vs. DGRW — Risk-Adjusted Performance Rank
GRNY
DGRW
GRNY vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fundstrat Granny Shots US Large Cap ETF (GRNY) 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.
Not enough dataDividends
GRNY vs. DGRW - Dividend Comparison
GRNY has not paid dividends to shareholders, while DGRW's dividend yield for the trailing twelve months is around 1.73%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GRNY Fundstrat Granny Shots US Large Cap ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.73% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% |
Drawdowns
GRNY vs. DGRW - Drawdown Comparison
The maximum GRNY drawdown since its inception was -23.52%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for GRNY and DGRW. For additional features, visit the drawdowns tool.
Volatility
GRNY vs. DGRW - Volatility Comparison
Fundstrat Granny Shots US Large Cap ETF (GRNY) has a higher volatility of 12.60% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 7.89%. This indicates that GRNY's price experiences larger fluctuations and is considered to be riskier than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.