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GRPZ vs. DES
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between GRPZ and DES is 0.93, 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.


-0.50.00.51.00.9

Performance

GRPZ vs. DES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P Smallcap 600 GARP ETF (GRPZ) and WisdomTree U.S. SmallCap Dividend Fund (DES). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
2.94%
7.67%
GRPZ
DES

Key characteristics

Daily Std Dev

GRPZ:

21.50%

DES:

19.51%

Max Drawdown

GRPZ:

-10.11%

DES:

-65.49%

Current Drawdown

GRPZ:

-9.12%

DES:

-8.72%

Returns By Period


GRPZ

YTD

N/A

1M

-7.80%

6M

8.31%

1Y

N/A

5Y*

N/A

10Y*

N/A

DES

YTD

9.84%

1M

-7.69%

6M

11.93%

1Y

8.46%

5Y*

6.73%

10Y*

6.85%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


GRPZ vs. DES - Expense Ratio Comparison

GRPZ has a 0.35% expense ratio, which is lower than DES's 0.38% expense ratio.


DES
WisdomTree U.S. SmallCap Dividend Fund
Expense ratio chart for DES: current value at 0.38% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.38%
Expense ratio chart for GRPZ: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%

Risk-Adjusted Performance

GRPZ vs. DES - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Smallcap 600 GARP ETF (GRPZ) and WisdomTree U.S. SmallCap Dividend Fund (DES). 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.


Sharpe ratio
No data
GRPZ
DES


Chart placeholderNot enough data

Dividends

GRPZ vs. DES - Dividend Comparison

GRPZ's dividend yield for the trailing twelve months is around 0.73%, less than DES's 2.73% yield.


TTM20232022202120202019201820172016201520142013
GRPZ
Invesco S&P Smallcap 600 GARP ETF
0.73%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DES
WisdomTree U.S. SmallCap Dividend Fund
2.73%2.65%2.89%2.31%2.75%2.68%3.65%2.89%2.70%3.55%2.68%2.44%

Drawdowns

GRPZ vs. DES - Drawdown Comparison

The maximum GRPZ drawdown since its inception was -10.11%, smaller than the maximum DES drawdown of -65.49%. Use the drawdown chart below to compare losses from any high point for GRPZ and DES. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.12%
-8.72%
GRPZ
DES

Volatility

GRPZ vs. DES - Volatility Comparison

Invesco S&P Smallcap 600 GARP ETF (GRPZ) and WisdomTree U.S. SmallCap Dividend Fund (DES) have volatilities of 4.87% and 4.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%5.00%6.00%7.00%8.00%9.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
4.87%
4.66%
GRPZ
DES
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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