HR vs. DGRW
Compare and contrast key facts about Healthcare Realty Trust Incorporated (HR) and WisdomTree U.S. Dividend Growth Fund (DGRW).
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.
Performance
HR vs. DGRW - Performance Comparison
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HR vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HR Healthcare Realty Trust Incorporated | 1.55% | 6.88% | 6.40% | -4.08% | -19.28% | 16.06% | -4.68% | 26.64% | -7.61% | 10.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | -1.50% | 12.17% | 16.98% | 18.66% | -6.33% | 24.46% | 13.87% | 29.54% | -5.38% | 26.90% |
Returns By Period
In the year-to-date period, HR achieves a 1.55% return, which is significantly higher than DGRW's -1.50% return. Over the past 10 years, HR has underperformed DGRW with an annualized return of 2.65%, while DGRW has yielded a comparatively higher 13.04% annualized return.
HR
- 1D
- 1.07%
- 1M
- -7.91%
- YTD
- 1.55%
- 6M
- -3.25%
- 1Y
- 6.89%
- 3Y*
- 2.82%
- 5Y*
- -1.02%
- 10Y*
- 2.65%
DGRW
- 1D
- 2.56%
- 1M
- -5.41%
- YTD
- -1.50%
- 6M
- -0.59%
- 1Y
- 11.60%
- 3Y*
- 13.93%
- 5Y*
- 10.81%
- 10Y*
- 13.04%
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Return for Risk
HR vs. DGRW — Risk / Return Rank
HR
DGRW
HR vs. DGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Healthcare Realty Trust Incorporated (HR) 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.
| HR | DGRW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 0.76 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.59 | 1.19 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.18 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 1.12 | -0.58 |
Martin ratioReturn relative to average drawdown | 1.15 | 5.10 | -3.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HR | DGRW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.76 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.78 | -0.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.09 | 0.81 | -0.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.81 | -0.54 |
Correlation
The correlation between HR and DGRW is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HR vs. DGRW - Dividend Comparison
HR's dividend yield for the trailing twelve months is around 6.06%, more than DGRW's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HR Healthcare Realty Trust Incorporated | 6.06% | 6.49% | 7.32% | 7.20% | 34.01% | 7.89% | 7.26% | 7.34% | 4.22% | 3.74% | 3.96% | 4.24% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.43% | 1.43% | 1.55% | 1.74% | 2.15% | 1.78% | 1.93% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% |
Drawdowns
HR vs. DGRW - Drawdown Comparison
The maximum HR drawdown since its inception was -61.36%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for HR and DGRW.
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Drawdown Indicators
| HR | DGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.36% | -32.04% | -29.32% |
Max Drawdown (1Y)Largest decline over 1 year | -14.52% | -11.30% | -3.22% |
Max Drawdown (5Y)Largest decline over 5 years | -47.08% | -17.27% | -29.81% |
Max Drawdown (10Y)Largest decline over 10 years | -47.08% | -32.04% | -15.04% |
Current DrawdownCurrent decline from peak | -20.47% | -5.96% | -14.51% |
Average DrawdownAverage peak-to-trough decline | -14.53% | -3.04% | -11.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.76% | 2.48% | +4.28% |
Volatility
HR vs. DGRW - Volatility Comparison
Healthcare Realty Trust Incorporated (HR) has a higher volatility of 6.22% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 4.66%. This indicates that HR'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.
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Volatility by Period
| HR | DGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.22% | 4.66% | +1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 14.12% | 7.73% | +6.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.38% | 15.44% | +6.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.61% | 13.98% | +14.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.31% | 16.21% | +13.10% |