Correlation
The correlation between MOTE and DGRW is 0.92, 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.
MOTE vs. DGRW
Compare and contrast key facts about VanEck Morningstar ESG Moat ETF (MOTE) and WisdomTree U.S. Dividend Growth Fund (DGRW).
MOTE and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MOTE is a passively managed fund by VanEck that tracks the performance of the Morningstar US Sustainability Moat Focus Index. It was launched on Oct 5, 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. Both MOTE and DGRW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MOTE or DGRW.
Performance
MOTE vs. DGRW - Performance Comparison
Loading data...
Key characteristics
MOTE:
0.37
DGRW:
0.56
MOTE:
0.51
DGRW:
0.83
MOTE:
1.07
DGRW:
1.12
MOTE:
0.23
DGRW:
0.51
MOTE:
0.76
DGRW:
1.85
MOTE:
6.47%
DGRW:
4.48%
MOTE:
18.45%
DGRW:
16.55%
MOTE:
-28.13%
DGRW:
-32.04%
MOTE:
-9.18%
DGRW:
-4.81%
Returns By Period
In the year-to-date period, MOTE achieves a -4.06% return, which is significantly lower than DGRW's 0.39% return.
MOTE
-4.06%
4.45%
-8.72%
6.02%
6.63%
N/A
N/A
DGRW
0.39%
3.93%
-4.51%
8.17%
11.60%
14.67%
12.07%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MOTE vs. DGRW - Expense Ratio Comparison
MOTE has a 0.49% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
MOTE vs. DGRW — Risk-Adjusted Performance Rank
MOTE
DGRW
MOTE vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar ESG Moat ETF (MOTE) 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.
Loading data...
Dividends
MOTE vs. DGRW - Dividend Comparison
MOTE's dividend yield for the trailing twelve months is around 0.99%, less than DGRW's 1.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOTE VanEck Morningstar ESG Moat ETF | 0.99% | 0.95% | 1.13% | 0.98% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.59% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% | 1.79% |
Drawdowns
MOTE vs. DGRW - Drawdown Comparison
The maximum MOTE drawdown since its inception was -28.13%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for MOTE and DGRW.
Loading data...
Volatility
MOTE vs. DGRW - Volatility Comparison
VanEck Morningstar ESG Moat ETF (MOTE) has a higher volatility of 5.61% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 4.37%. This indicates that MOTE'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.
Loading data...