QDIV vs. DGRW
Compare and contrast key facts about Global X S&P 500 Quality Dividend ETF (QDIV) and WisdomTree U.S. Dividend Growth Fund (DGRW).
QDIV and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QDIV is a passively managed fund by Global X that tracks the performance of the S&P 500 Quality High Dividend Index. It was launched on Jul 13, 2018. 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. Both QDIV and DGRW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QDIV or DGRW.
Key characteristics
| QDIV | DGRW | |
|---|---|---|
| YTD Return | 3.42% | 5.30% |
| 1Y Return | 9.05% | 19.34% |
| 3Y Return (Ann) | 6.05% | 9.97% |
| 5Y Return (Ann) | 8.47% | 13.11% |
| Sharpe Ratio | 0.92 | 2.02 |
| Daily Std Dev | 11.15% | 10.57% |
| Max Drawdown | -41.20% | -32.04% |
| Current Drawdown | -4.29% | -3.20% |
Correlation
The correlation between QDIV and DGRW is 0.80, 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
QDIV vs. DGRW - Performance Comparison
In the year-to-date period, QDIV achieves a 3.42% return, which is significantly lower than DGRW's 5.30% 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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QDIV vs. DGRW - Expense Ratio Comparison
QDIV has a 0.20% expense ratio, which is lower than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
QDIV vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X S&P 500 Quality Dividend ETF (QDIV) 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
QDIV vs. DGRW - Dividend Comparison
QDIV's dividend yield for the trailing twelve months is around 3.18%, more than DGRW's 1.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDIV Global X S&P 500 Quality Dividend ETF | 3.18% | 3.26% | 3.02% | 2.44% | 3.06% | 2.84% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.70% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.05% |
Drawdowns
QDIV vs. DGRW - Drawdown Comparison
The maximum QDIV drawdown since its inception was -41.20%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for QDIV and DGRW. For additional features, visit the drawdowns tool.
Volatility
QDIV vs. DGRW - Volatility Comparison
The current volatility for Global X S&P 500 Quality Dividend ETF (QDIV) is 2.74%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 2.98%. This indicates that QDIV 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.