ICAP vs. DGRW
Compare and contrast key facts about InfraCap Equity Income Fund ETF (ICAP) and WisdomTree U.S. Dividend Growth Fund (DGRW).
ICAP and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ICAP is an actively managed fund by InfraCap. It was launched on Dec 28, 2021. 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: ICAP or DGRW.
Correlation
The correlation between ICAP and DGRW is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ICAP vs. DGRW - Performance Comparison
Key characteristics
ICAP:
0.41
DGRW:
0.45
ICAP:
0.65
DGRW:
0.74
ICAP:
1.09
DGRW:
1.11
ICAP:
0.37
DGRW:
0.45
ICAP:
1.20
DGRW:
1.69
ICAP:
6.28%
DGRW:
4.27%
ICAP:
18.49%
DGRW:
16.17%
ICAP:
-24.20%
DGRW:
-32.04%
ICAP:
-12.30%
DGRW:
-7.97%
Returns By Period
In the year-to-date period, ICAP achieves a -6.06% return, which is significantly lower than DGRW's -2.94% return.
ICAP
-6.06%
9.50%
-9.04%
6.19%
N/A
N/A
DGRW
-2.94%
8.08%
-6.90%
6.30%
14.85%
11.66%
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ICAP vs. DGRW - Expense Ratio Comparison
ICAP has a 0.80% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
ICAP vs. DGRW — Risk-Adjusted Performance Rank
ICAP
DGRW
ICAP vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for InfraCap Equity Income Fund ETF (ICAP) 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.
Dividends
ICAP vs. DGRW - Dividend Comparison
ICAP's dividend yield for the trailing twelve months is around 9.31%, more than DGRW's 1.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ICAP InfraCap Equity Income Fund ETF | 9.31% | 8.30% | 8.65% | 8.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.65% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% | 1.79% |
Drawdowns
ICAP vs. DGRW - Drawdown Comparison
The maximum ICAP drawdown since its inception was -24.20%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for ICAP and DGRW. For additional features, visit the drawdowns tool.
Volatility
ICAP vs. DGRW - Volatility Comparison
The current volatility for InfraCap Equity Income Fund ETF (ICAP) is 7.84%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 9.55%. This indicates that ICAP experiences smaller price fluctuations and is considered to be less risky than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.