NVQ vs. DGRW
Compare and contrast key facts about QRAFT AI-Enhanced US Next Value ETF (NVQ) and WisdomTree U.S. Dividend Growth Fund (DGRW).
NVQ and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NVQ is an actively managed fund by Exchange Traded Concepts. It was launched on Dec 2, 2020. 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: NVQ or DGRW.
Correlation
The correlation between NVQ and DGRW is 0.69, 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.
Performance
NVQ vs. DGRW - Performance Comparison
Key characteristics
Returns By Period
NVQ
N/A
N/A
N/A
N/A
N/A
N/A
DGRW
3.92%
2.07%
4.64%
17.27%
13.48%
12.49%
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NVQ vs. DGRW - Expense Ratio Comparison
NVQ has a 0.75% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
NVQ vs. DGRW — Risk-Adjusted Performance Rank
NVQ
DGRW
NVQ vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for QRAFT AI-Enhanced US Next Value ETF (NVQ) 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
NVQ vs. DGRW - Dividend Comparison
NVQ has not paid dividends to shareholders, while DGRW's dividend yield for the trailing twelve months is around 1.49%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVQ QRAFT AI-Enhanced US Next Value ETF | 0.00% | 100.00% | 1.58% | 1.21% | 1.60% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.49% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% |
Drawdowns
NVQ vs. DGRW - Drawdown Comparison
Volatility
NVQ vs. DGRW - Volatility Comparison
The current volatility for QRAFT AI-Enhanced US Next Value ETF (NVQ) is 0.00%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 2.43%. This indicates that NVQ 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.