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IDNA.L vs. DGRG.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IDNA.L vs. DGRG.L

Last updated Jul 22, 2026
Documentation

IDNA.L (iShares MSCI North America UCITS ETF USD (Dist)) and DGRG.L (WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc) are both Large Cap Blend Equities funds - IDNA.L tracks the MSCI North America Index (USD) while DGRG.L tracks the WisdomTree U.S. Quality Dividend Growth UCITS Index. Both are passively managed. Over the past 10 years, IDNA.L returned 14.22%/yr vs 13.20%/yr for DGRG.L. Their correlation of 0.83 suggests significant overlap in exposure. IDNA.L charges 0.40%/yr vs 0.33%/yr for DGRG.L.

Performance

IDNA.L vs. DGRG.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI North America UCITS ETF USD (Dist) (IDNA.L) and WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRG.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IDNA.L is traded in USD, while DGRG.L is traded in GBp. To make them comparable, the DGRG.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IDNA.L achieves a 9.13% return, which is significantly higher than DGRG.L's 6.76% return. Over the past 10 years, IDNA.L has outperformed DGRG.L with an annualized return of 14.22%, while DGRG.L has yielded a comparatively lower 13.20% annualized return.

IDNA.L

1D
0.19%
1M
0.34%
6M
9.46%
YTD
9.13%
1Y
19.18%
3Y*
19.16%
5Y*
11.96%
10Y*
14.22%
ALL TIME*
9.84%

DGRG.L

1D
0.15%
1M
1.40%
6M
6.74%
YTD
6.76%
1Y
14.84%
3Y*
13.98%
5Y*
11.24%
10Y*
13.20%
ALL TIME*
9.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDNA.L vs. DGRG.L - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IDNA.L
iShares MSCI North America UCITS ETF USD (Dist)		9.13%17.55%24.50%26.38%-19.84%27.07%19.54%30.25%-6.70%21.02%
DGRG.L
WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc		6.76%13.57%18.13%18.02%-8.25%25.56%12.09%29.79%-6.77%26.61%

Correlation

The correlation between IDNA.L and DGRG.L is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.79

Correlation (3Y)
Calculated over the trailing 3-year period

0.81

Correlation (5Y)
Calculated over the trailing 5-year period

0.84

Correlation (10Y)
Calculated over the trailing 10-year period

0.83

Correlation (All Time)
Calculated using the full available price history since Jun 3, 2016

0.83

The correlation between IDNA.L and DGRG.L has been stable across timeframes, ranging from 0.79 to 0.84 - a consistent structural relationship.

IDNA.L vs. DGRG.L - Sectors Allocation Comparison

Sectors
IDNA.L
DGRG.L

Technology

36.2%
29.6%

Financial Services

13.3%
10.6%

Communication Services

9.8%
7.6%

Consumer Cyclical

9.3%
8.4%

Industrials

8.6%
11.8%

Healthcare

8.6%
16.4%

Consumer Defensive

4.4%
7.7%

Energy

3.9%
4.6%

Basic Materials

2.2%
3.0%

Utilities

2.1%
0.3%

Real Estate

1.7%

-

Technology

IDNA.L
36.2%
DGRG.L
29.6%

Financial Services

IDNA.L
13.3%
DGRG.L
10.6%

Communication Services

IDNA.L
9.8%
DGRG.L
7.6%

Consumer Cyclical

IDNA.L
9.3%
DGRG.L
8.4%

Industrials

IDNA.L
8.6%
DGRG.L
11.8%

Healthcare

IDNA.L
8.6%
DGRG.L
16.4%

Consumer Defensive

IDNA.L
4.4%
DGRG.L
7.7%

Energy

IDNA.L
3.9%
DGRG.L
4.6%

Basic Materials

IDNA.L
2.2%
DGRG.L
3.0%

Utilities

IDNA.L
2.1%
DGRG.L
0.3%

Real Estate

IDNA.L
1.7%
DGRG.L

-

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iShares MSCI North America UCITS ETF USD (Dist)

WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc

Often compared with IDNA.L:
IDNA.L vs. CSP1.LIDNA.L vs. EIMI.LIDNA.L vs. IUIT.LIDNA.L vs. FLXK.LIDNA.L vs. G500.LIDNA.L vs. IITU.LIDNA.L vs. QUID.L
Often compared with DGRG.L:
DGRG.L vs. GGRG.LDGRG.L vs. AAPLDGRG.L vs. GDEDGRG.L vs. VUAA.LDGRG.L vs. JEPQDGRG.L vs. VHYG.LDGRG.L vs. SCHD

Return for Risk

IDNA.L vs. DGRG.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IDNA.L
IDNA.L Risk / Return Rank: 6464
Overall Rank
IDNA.L Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
IDNA.L Sortino Ratio Rank: 6868
Sortino Ratio Rank
IDNA.L Omega Ratio Rank: 6161
Omega Ratio Rank
IDNA.L Calmar Ratio Rank: 6161
Calmar Ratio Rank
IDNA.L Martin Ratio Rank: 6969
Martin Ratio Rank
DGRG.L
DGRG.L Risk / Return Rank: 7272
Overall Rank
DGRG.L Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
DGRG.L Sortino Ratio Rank: 7373
Sortino Ratio Rank
DGRG.L Omega Ratio Rank: 7272
Omega Ratio Rank
DGRG.L Calmar Ratio Rank: 7070
Calmar Ratio Rank
DGRG.L Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IDNA.L vs. DGRG.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI North America UCITS ETF USD (Dist) (IDNA.L) and WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRG.L). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

IDNA.LDGRG.LDifference
Sharpe ratioReturn per unit of total volatility
1.58
1.61

-0.03

Sortino ratioReturn per unit of downside risk
2.37
2.43

-0.06

Omega ratioGain probability vs. loss probability

1.29

1.28

0.00

Calmar ratioReturn relative to maximum drawdown

2.29

1.88

+0.41

Martin ratioReturn relative to average drawdown

9.24

7.76

+1.47

IDNA.L vs. DGRG.L - Sharpe Ratio Comparison

The current IDNA.L Sharpe Ratio is 1.58, which is comparable to the DGRG.L Sharpe Ratio of 1.61. The chart below compares the historical Sharpe Ratios of IDNA.L and DGRG.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

IDNA.L vs. DGRG.L - Drawdown Comparison

The maximum IDNA.L drawdown since its inception was -56.08%, which is greater than DGRG.L's maximum drawdown of -34.45%. Use the drawdown chart below to compare losses from any high point for IDNA.L and DGRG.L.

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Drawdown Indicators

IDNA.LDGRG.LDifference

Max Drawdown

Largest peak-to-trough decline

-56.08%

-34.45%

-21.63%

Max Drawdown (1Y)

Largest decline over 1 year

-8.35%

-7.87%

-0.48%

Max Drawdown (3Y)

Largest decline over 3 years

-18.54%

-16.47%

-2.07%

Max Drawdown (5Y)

Largest decline over 5 years

-25.10%

-18.43%

-6.67%

Max Drawdown (10Y)

Largest decline over 10 years

-34.62%

-31.10%

-3.52%

Current Drawdown

Current decline from peak

-1.32%

-0.95%

-0.37%

Average Drawdown

Average peak-to-trough decline

-8.94%

-6.89%

-2.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.07%

1.91%

+0.16%

Volatility

IDNA.L vs. DGRG.L - Volatility Comparison

iShares MSCI North America UCITS ETF USD (Dist) (IDNA.L) has a higher volatility of 3.08% compared to WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRG.L) at 2.03%. This indicates that IDNA.L's price experiences larger fluctuations and is considered to be riskier than DGRG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IDNA.LDGRG.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.08%

2.03%

+1.05%

Volatility (6M)

Calculated over the trailing 6-month period

9.23%

6.86%

+2.37%

Volatility (1Y)

Calculated over the trailing 1-year period

12.08%

9.17%

+2.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.14%

13.52%

+2.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.21%

14.61%

+1.60%

IDNA.L vs. DGRG.L - Expense Ratio Comparison

IDNA.L has a 0.40% expense ratio, which is higher than DGRG.L's 0.33% expense ratio.

Dividends

IDNA.L vs. DGRG.L - Dividend Comparison

IDNA.L's dividend yield for the trailing twelve months is around 0.60%, while DGRG.L has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
DGRG.L
WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IDNA.L
iShares MSCI North America UCITS ETF USD (Dist)		0.60%0.66%0.77%0.96%1.13%0.76%1.03%1.23%1.45%1.27%1.42%1.56%

Frequently Asked Questions

IDNA.L and DGRG.L have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DGRG.L is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DGRG.L is cheaper with a 0.33% expense ratio, compared with 0.40% for IDNA.L.

IDNA.L tracks MSCI North America Index (USD), while DGRG.L tracks WisdomTree U.S. Quality Dividend Growth UCITS Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.40% for IDNA.L and 0.33% for DGRG.L.

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