Correlation
The correlation between NWLG and DGRO is 0.87, 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.
NWLG vs. DGRO
Compare and contrast key facts about Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) and iShares Core Dividend Growth ETF (DGRO).
NWLG and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NWLG is an actively managed fund by Nuveen. It was launched on Aug 4, 2021. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWLG or DGRO.
Performance
NWLG vs. DGRO - Performance Comparison
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Key characteristics
NWLG:
0.54
DGRO:
0.78
NWLG:
0.77
DGRO:
1.12
NWLG:
1.11
DGRO:
1.16
NWLG:
0.47
DGRO:
0.79
NWLG:
1.52
DGRO:
3.10
NWLG:
7.41%
DGRO:
3.57%
NWLG:
26.11%
DGRO:
15.20%
NWLG:
-39.89%
DGRO:
-35.10%
NWLG:
-4.49%
DGRO:
-3.30%
Returns By Period
In the year-to-date period, NWLG achieves a 0.45% return, which is significantly lower than DGRO's 1.76% return.
NWLG
0.45%
8.06%
-0.61%
14.20%
20.05%
N/A
N/A
DGRO
1.76%
3.53%
-3.30%
10.31%
9.13%
13.13%
11.38%
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NWLG vs. DGRO - Expense Ratio Comparison
NWLG has a 0.64% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
NWLG vs. DGRO — Risk-Adjusted Performance Rank
NWLG
DGRO
NWLG vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) and iShares Core Dividend Growth ETF (DGRO). 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.
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Dividends
NWLG vs. DGRO - Dividend Comparison
NWLG has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 2.23%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NWLG Nuveen Winslow Large-Cap Growth ESG ETF | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.23% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
NWLG vs. DGRO - Drawdown Comparison
The maximum NWLG drawdown since its inception was -39.89%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for NWLG and DGRO.
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Volatility
NWLG vs. DGRO - Volatility Comparison
Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) has a higher volatility of 5.54% compared to iShares Core Dividend Growth ETF (DGRO) at 4.35%. This indicates that NWLG's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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