IUSA.DE vs. DGRW
IUSA.DE (iShares Core S&P 500 UCITS ETF USD Dist) and DGRW (WisdomTree U.S. Quality Dividend Growth Fund) are both exchange-traded funds - IUSA.DE is a S&P 500 fund tracking the S&P 500 Index, while DGRW is a Dividend fund tracking the WisdomTree U.S. Quality Dividend Growth Index. Both are passively managed. Over the past 10 years, IUSA.DE returned 15.16%/yr vs 13.79%/yr for DGRW. A 0.60 correlation means they provide meaningful diversification when combined. IUSA.DE charges 0.07%/yr vs 0.28%/yr for DGRW.
Performance
IUSA.DE vs. DGRW - Performance Comparison
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Different Trading Currencies
IUSA.DE is traded in EUR, while DGRW is traded in USD. To make them comparable, the DGRW values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IUSA.DE achieves a 11.42% return, which is significantly higher than DGRW's 9.85% return. Over the past 10 years, IUSA.DE has outperformed DGRW with an annualized return of 15.16%, while DGRW has yielded a comparatively lower 13.79% annualized return.
IUSA.DE
- 1D
- -0.13%
- 1M
- 4.35%
- YTD
- 11.42%
- 6M
- 10.93%
- 1Y
- 25.71%
- 3Y*
- 19.00%
- 5Y*
- 14.90%
- 10Y*
- 15.16%
DGRW
- 1D
- -1.16%
- 1M
- 2.84%
- YTD
- 9.85%
- 6M
- 8.52%
- 1Y
- 18.95%
- 3Y*
- 13.50%
- 5Y*
- 13.11%
- 10Y*
- 13.79%
IUSA.DE vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 11.42% | 4.84% | 32.50% | 22.60% | -14.19% | 41.00% | 7.02% | 34.79% | -0.83% | 7.30% |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | 9.85% | -1.14% | 24.71% | 15.10% | -0.53% | 33.77% | 4.48% | 32.47% | -0.94% | 11.30% |
Correlation
The correlation between IUSA.DE and DGRW is 0.56, 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 | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since May 23, 2013 | 0.60 |
The correlation between IUSA.DE and DGRW has been stable across timeframes, ranging from 0.54 to 0.60 - a consistent structural relationship.
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Return for Risk
IUSA.DE vs. DGRW — Risk / Return Rank
IUSA.DE
DGRW
IUSA.DE vs. DGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF USD Dist (IUSA.DE) and WisdomTree U.S. Quality 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.
| IUSA.DE | DGRW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.41 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.34 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.63 | 3.09 | +0.54 |
| Martin ratioReturn relative to average drawdown | 12.88 | 12.23 | +0.65 |
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
| IUSA.DE | DGRW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.24 | 1.82 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.97 | 0.92 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | 0.81 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.83 | -0.17 |
Drawdowns
IUSA.DE vs. DGRW - Drawdown Comparison
The maximum IUSA.DE drawdown since its inception was -50.54%, which is greater than DGRW's maximum drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for IUSA.DE and DGRW.
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Drawdown Indicators
| IUSA.DE | DGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.54% | -31.38% | -19.16% |
Max Drawdown (1Y)Largest decline over 1 year | -7.08% | -6.16% | -0.92% |
Max Drawdown (3Y)Largest decline over 3 years | -23.34% | -20.78% | -2.56% |
Max Drawdown (5Y)Largest decline over 5 years | -23.34% | -20.78% | -2.56% |
Max Drawdown (10Y)Largest decline over 10 years | -33.63% | -31.38% | -2.25% |
Current DrawdownCurrent decline from peak | -0.46% | -1.16% | +0.70% |
Average DrawdownAverage peak-to-trough decline | -7.19% | -3.71% | -3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 1.55% | +0.45% |
Volatility
IUSA.DE vs. DGRW - Volatility Comparison
iShares Core S&P 500 UCITS ETF USD Dist (IUSA.DE) and WisdomTree U.S. Quality Dividend Growth Fund (DGRW) have volatilities of 2.67% and 2.59%, 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.
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Volatility by Period
| IUSA.DE | DGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 2.59% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 7.57% | 7.74% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.48% | 10.45% | +1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 14.23% | +0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.06% | 16.98% | -0.92% |
IUSA.DE vs. DGRW - Expense Ratio Comparison
IUSA.DE has a 0.07% expense ratio, which is lower than DGRW's 0.28% expense ratio.
Dividends
IUSA.DE vs. DGRW - Dividend Comparison
IUSA.DE's dividend yield for the trailing twelve months is around 0.99%, less than DGRW's 1.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRW WisdomTree U.S. Quality Dividend Growth Fund | 1.28% | 1.43% | 1.55% | 1.74% | 2.15% | 1.78% | 1.93% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% |
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 0.99% | 1.08% | 1.07% | 1.35% | 1.54% | 1.16% | 1.62% | 1.66% | 2.00% | 2.09% | 1.50% | 1.68% |
Frequently Asked Questions
IUSA.DE and DGRW have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSA.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSA.DE is cheaper with a 0.07% expense ratio, compared with 0.28% for DGRW.
IUSA.DE is categorized as S&P 500, while DGRW is Dividend. IUSA.DE tracks S&P 500 Index, while DGRW tracks WisdomTree U.S. Quality Dividend Growth Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.07% for IUSA.DE and 0.28% for DGRW.
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