MWMIX vs. GGRG.L
Compare and contrast key facts about VanEck Morningstar Wide Moat Fund (MWMIX) and WisdomTree Global Quality Dividend Growth UCITS ETF - USD Acc (GGRG.L).
MWMIX is managed by VanEck. It was launched on Nov 6, 2017. GGRG.L is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Global Developed Quality Dividend Growth. It was launched on Jun 3, 2016.
Performance
MWMIX vs. GGRG.L - Performance Comparison
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MWMIX vs. GGRG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MWMIX VanEck Morningstar Wide Moat Fund | -6.65% | 13.17% | 10.30% | 25.20% | -13.46% | 24.12% | 14.15% | 34.85% | -1.49% | -0.52% |
GGRG.L WisdomTree Global Quality Dividend Growth UCITS ETF - USD Acc | -3.59% | 16.53% | 9.25% | 17.43% | -13.72% | 19.80% | 15.98% | 35.02% | -10.74% | 0.50% |
Different Trading Currencies
MWMIX is traded in USD, while GGRG.L is traded in GBp. To make them comparable, the GGRG.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, MWMIX achieves a -6.65% return, which is significantly lower than GGRG.L's -3.59% return.
MWMIX
- 1D
- 2.15%
- 1M
- -9.19%
- YTD
- -6.65%
- 6M
- -2.48%
- 1Y
- 11.73%
- 3Y*
- 8.67%
- 5Y*
- 6.82%
- 10Y*
- —
GGRG.L
- 1D
- 2.40%
- 1M
- -5.80%
- YTD
- -3.59%
- 6M
- 0.02%
- 1Y
- 11.78%
- 3Y*
- 11.16%
- 5Y*
- 7.53%
- 10Y*
- —
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MWMIX vs. GGRG.L - Expense Ratio Comparison
MWMIX has a 0.59% expense ratio, which is higher than GGRG.L's 0.38% expense ratio.
Return for Risk
MWMIX vs. GGRG.L — Risk / Return Rank
MWMIX
GGRG.L
MWMIX vs. GGRG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Wide Moat Fund (MWMIX) and WisdomTree Global Quality Dividend Growth UCITS ETF - USD Acc (GGRG.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.
| MWMIX | GGRG.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.80 | -0.22 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.17 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.16 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.11 | -0.24 |
Martin ratioReturn relative to average drawdown | 3.34 | 4.54 | -1.20 |
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
| MWMIX | GGRG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.80 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.53 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.74 | -0.20 |
Correlation
The correlation between MWMIX and GGRG.L is 0.56, 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.
Dividends
MWMIX vs. GGRG.L - Dividend Comparison
MWMIX's dividend yield for the trailing twelve months is around 13.35%, while GGRG.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MWMIX VanEck Morningstar Wide Moat Fund | 13.35% | 12.47% | 10.34% | 0.77% | 11.44% | 13.44% | 8.22% | 10.84% | 9.48% | 0.26% |
GGRG.L WisdomTree Global 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% |
Drawdowns
MWMIX vs. GGRG.L - Drawdown Comparison
The maximum MWMIX drawdown since its inception was -33.03%, which is greater than GGRG.L's maximum drawdown of -30.46%. Use the drawdown chart below to compare losses from any high point for MWMIX and GGRG.L.
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Drawdown Indicators
| MWMIX | GGRG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.03% | -22.15% | -10.88% |
Max Drawdown (1Y)Largest decline over 1 year | -13.34% | -8.81% | -4.53% |
Max Drawdown (5Y)Largest decline over 5 years | -23.90% | -16.17% | -7.73% |
Current DrawdownCurrent decline from peak | -10.18% | -5.90% | -4.28% |
Average DrawdownAverage peak-to-trough decline | -4.75% | -2.92% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 2.17% | +1.32% |
Volatility
MWMIX vs. GGRG.L - Volatility Comparison
VanEck Morningstar Wide Moat Fund (MWMIX) and WisdomTree Global Quality Dividend Growth UCITS ETF - USD Acc (GGRG.L) have volatilities of 4.83% and 5.04%, 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
| MWMIX | GGRG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 5.04% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.10% | 8.49% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.73% | 14.72% | +5.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.55% | 14.26% | +4.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.60% | 14.78% | +5.82% |