NDVG vs. DGRW
Compare and contrast key facts about Nuveen Dividend Growth ETF (NDVG) and WisdomTree U.S. Dividend Growth Fund (DGRW).
NDVG and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NDVG is an actively managed fund by Nuveen. It was launched on Aug 4, 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.
Performance
NDVG vs. DGRW - Performance Comparison
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NDVG vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NDVG Nuveen Dividend Growth ETF | -2.18% | 10.06% | 17.60% | 15.15% | -9.55% | 11.07% |
DGRW WisdomTree U.S. Dividend Growth Fund | -1.22% | 12.17% | 16.98% | 18.66% | -6.33% | 8.15% |
Returns By Period
In the year-to-date period, NDVG achieves a -2.18% return, which is significantly lower than DGRW's -1.22% return.
NDVG
- 1D
- -0.01%
- 1M
- -5.00%
- YTD
- -2.18%
- 6M
- -2.32%
- 1Y
- 9.16%
- 3Y*
- 12.79%
- 5Y*
- —
- 10Y*
- —
DGRW
- 1D
- 0.28%
- 1M
- -5.15%
- YTD
- -1.22%
- 6M
- -0.48%
- 1Y
- 11.58%
- 3Y*
- 14.04%
- 5Y*
- 10.87%
- 10Y*
- 13.07%
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NDVG vs. DGRW - Expense Ratio Comparison
NDVG has a 0.64% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Return for Risk
NDVG vs. DGRW — Risk / Return Rank
NDVG
DGRW
NDVG vs. DGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth ETF (NDVG) 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.
| NDVG | DGRW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 0.75 | -0.16 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.19 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.05 | -0.19 |
Martin ratioReturn relative to average drawdown | 3.67 | 4.75 | -1.08 |
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
| NDVG | DGRW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 0.75 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.78 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.81 | -0.22 |
Correlation
The correlation between NDVG and DGRW is 0.95, 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.
Dividends
NDVG vs. DGRW - Dividend Comparison
NDVG's dividend yield for the trailing twelve months is around 1.09%, less than DGRW's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDVG Nuveen Dividend Growth ETF | 1.09% | 1.05% | 1.20% | 1.24% | 1.34% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.43% | 1.43% | 1.55% | 1.74% | 2.15% | 1.78% | 1.93% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% |
Drawdowns
NDVG vs. DGRW - Drawdown Comparison
The maximum NDVG drawdown since its inception was -19.71%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for NDVG and DGRW.
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Drawdown Indicators
| NDVG | DGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.71% | -32.04% | +12.33% |
Max Drawdown (1Y)Largest decline over 1 year | -10.79% | -11.30% | +0.51% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.27% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.04% | — |
Current DrawdownCurrent decline from peak | -5.89% | -5.69% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -4.34% | -3.04% | -1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.51% | +0.04% |
Volatility
NDVG vs. DGRW - Volatility Comparison
The current volatility for Nuveen Dividend Growth ETF (NDVG) is 4.17%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 4.64%. This indicates that NDVG 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.
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Volatility by Period
| NDVG | DGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.17% | 4.64% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 7.73% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.43% | 15.41% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.55% | 13.98% | +0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.55% | 16.21% | -1.66% |