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GRNY vs. DGRW
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between GRNY and DGRW is 0.90, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

GRNY vs. DGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fundstrat Granny Shots US Large Cap ETF (GRNY) and WisdomTree U.S. Dividend Growth Fund (DGRW). The values are adjusted to include any dividend payments, if applicable.

-20.00%-15.00%-10.00%-5.00%0.00%5.00%December2025FebruaryMarchApril
-5.45%
-8.34%
GRNY
DGRW

Key characteristics

Daily Std Dev

GRNY:

32.69%

DGRW:

16.23%

Max Drawdown

GRNY:

-24.18%

DGRW:

-32.04%

Current Drawdown

GRNY:

-10.42%

DGRW:

-8.79%

Returns By Period

In the year-to-date period, GRNY achieves a -4.41% return, which is significantly lower than DGRW's -3.80% return.


GRNY

YTD

-4.41%

1M

5.18%

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

DGRW

YTD

-3.80%

1M

-1.91%

6M

-6.28%

1Y

6.51%

5Y*

14.68%

10Y*

11.63%

*Annualized

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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.


Expense ratio chart for GRNY: current value is 0.75%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
GRNY: 0.75%
Expense ratio chart for DGRW: current value is 0.28%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
DGRW: 0.28%

Risk-Adjusted Performance

GRNY vs. DGRW — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GRNY

DGRW
The Risk-Adjusted Performance Rank of DGRW is 5555
Overall Rank
The Sharpe Ratio Rank of DGRW is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of DGRW is 5454
Sortino Ratio Rank
The Omega Ratio Rank of DGRW is 5555
Omega Ratio Rank
The Calmar Ratio Rank of DGRW is 5858
Calmar Ratio Rank
The Martin Ratio Rank of DGRW is 5656
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.



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Dividends

GRNY vs. DGRW - Dividend Comparison

GRNY has not paid dividends to shareholders, while DGRW's dividend yield for the trailing twelve months is around 1.66%.


TTM20242023202220212020201920182017201620152014
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
1.66%1.55%1.74%2.15%1.78%1.91%2.20%2.42%1.71%2.13%2.18%1.79%

Drawdowns

GRNY vs. DGRW - Drawdown Comparison

The maximum GRNY drawdown since its inception was -24.18%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchApril
-10.42%
-8.79%
GRNY
DGRW

Volatility

GRNY vs. DGRW - Volatility Comparison

Fundstrat Granny Shots US Large Cap ETF (GRNY) has a higher volatility of 17.31% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 11.93%. 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.


0.00%5.00%10.00%15.00%Dec 15Dec 22Dec 29Jan 05Jan 12Jan 19Jan 26Feb 02Feb 09Feb 16Feb 23Mar 02Mar 09Mar 16Mar 23Mar 30Apr 06Apr 13Apr 20Apr 27
17.31%
11.93%
GRNY
DGRW