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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NDVG or DGRW.
Key characteristics
| NDVG | DGRW | |
|---|---|---|
| YTD Return | 20.83% | 23.38% |
| 1Y Return | 32.35% | 34.84% |
| 3Y Return (Ann) | 9.75% | 12.69% |
| Sharpe Ratio | 3.16 | 3.16 |
| Sortino Ratio | 4.30 | 4.37 |
| Omega Ratio | 1.57 | 1.60 |
| Calmar Ratio | 5.78 | 5.40 |
| Martin Ratio | 22.28 | 20.56 |
| Ulcer Index | 1.41% | 1.64% |
| Daily Std Dev | 9.95% | 10.71% |
| Max Drawdown | -19.71% | -32.04% |
| Current Drawdown | -0.02% | 0.00% |
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.
Performance
NDVG vs. DGRW - Performance Comparison
In the year-to-date period, NDVG achieves a 20.83% return, which is significantly lower than DGRW's 23.38% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
NDVG vs. DGRW - Risk-Adjusted Performance 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.
Dividends
NDVG vs. DGRW - Dividend Comparison
NDVG's dividend yield for the trailing twelve months is around 1.10%, less than DGRW's 1.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDVG Nuveen Dividend Growth ETF | 1.10% | 1.24% | 1.34% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.48% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.06% |
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. For additional features, visit the drawdowns tool.
Volatility
NDVG vs. DGRW - Volatility Comparison
The current volatility for Nuveen Dividend Growth ETF (NDVG) is 2.90%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 3.55%. 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.