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NUDG vs. DGRE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NUDG vs. DGRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Dividend Growth Fund ETF Class (NUDG) and WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


NUDG

1D
-0.18%
1M
2.07%
6M
YTD
1Y
3Y*
5Y*
10Y*

DGRE

1D
-2.96%
1M
3.26%
6M
21.18%
YTD
26.16%
1Y
44.90%
3Y*
22.19%
5Y*
8.89%
10Y*
8.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NUDG vs. DGRE - Yearly Performance Comparison


Correlation

The correlation between NUDG and DGRE is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 3, 2026

0.45

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Return for Risk

NUDG vs. DGRE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NUDG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


DGRE
DGRE Risk / Return Rank: 7474
Overall Rank
DGRE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
DGRE Sortino Ratio Rank: 6767
Sortino Ratio Rank
DGRE Omega Ratio Rank: 7474
Omega Ratio Rank
DGRE Calmar Ratio Rank: 7777
Calmar Ratio Rank
DGRE Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NUDG vs. DGRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth Fund ETF Class (NUDG) and WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NUDGDGREDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.36

Calmar ratioReturn relative to maximum drawdown

3.30

Martin ratioReturn relative to average drawdown

12.48

NUDG vs. DGRE - Sharpe Ratio Comparison


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Drawdowns

NUDG vs. DGRE - Drawdown Comparison

The maximum NUDG drawdown since its inception was -2.59%, smaller than the maximum DGRE drawdown of -36.95%. Use the drawdown chart below to compare losses from any high point for NUDG and DGRE.


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Drawdown Indicators


NUDGDGREDifference

Max Drawdown

Largest peak-to-trough decline

-2.59%

-36.95%

+34.36%

Max Drawdown (1Y)

Largest decline over 1 year

-13.68%

Max Drawdown (3Y)

Largest decline over 3 years

-20.65%

Max Drawdown (5Y)

Largest decline over 5 years

-33.43%

Max Drawdown (10Y)

Largest decline over 10 years

-36.95%

Current Drawdown

Current decline from peak

-0.18%

-6.74%

+6.56%

Average Drawdown

Average peak-to-trough decline

-1.32%

-11.95%

+10.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.61%

Volatility

NUDG vs. DGRE - Volatility Comparison


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Volatility by Period


NUDGDGREDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.33%

Volatility (6M)

Calculated over the trailing 6-month period

21.47%

Volatility (1Y)

Calculated over the trailing 1-year period

10.79%

23.14%

-12.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.79%

18.86%

-8.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.79%

19.84%

-9.05%

NUDG vs. DGRE - Expense Ratio Comparison

NUDG has a 0.61% expense ratio, which is higher than DGRE's 0.32% expense ratio.


Dividends

NUDG vs. DGRE - Dividend Comparison

NUDG's dividend yield for the trailing twelve months is around 0.26%, less than DGRE's 1.31% yield.


PositionTTM20252024202320222021202020192018201720162015
DGRE
WisdomTree Emerging Markets Quality Dividend Growth Fund
1.31%1.65%1.90%2.22%4.38%2.56%2.11%2.32%2.71%3.12%3.18%3.01%
NUDG
Nuveen Dividend Growth Fund ETF Class
0.26%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


NUDG and DGRE have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DGRE is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DGRE is cheaper with a 0.32% expense ratio, compared with 0.61% for NUDG.

DGRE has the higher dividend yield at 1.31%, compared with 0.26% for NUDG.

NUDG is categorized as Dividend, while DGRE is Emerging Markets Equities. They also come from different issuers: Nuveen and WisdomTree. Their fees differ too: 0.61% for NUDG and 0.32% for DGRE.

Portfolio Optimizer

Find the right allocation for NUDG and DGRE

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