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QGRW vs. DFE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

QGRW vs. DFE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Quality Growth Fund (QGRW) and WisdomTree Europe SmallCap Dividend Fund (DFE). The values are adjusted to include any dividend payments, if applicable.

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QGRW vs. DFE - Yearly Performance Comparison


2026 (YTD)2025202420232022
QGRW
WisdomTree U.S. Quality Growth Fund
-8.93%19.20%34.85%56.05%-3.30%
DFE
WisdomTree Europe SmallCap Dividend Fund
-0.10%32.85%-0.61%14.94%0.73%

Returns By Period

In the year-to-date period, QGRW achieves a -8.93% return, which is significantly lower than DFE's -0.10% return.


QGRW

1D
4.34%
1M
-5.68%
YTD
-8.93%
6M
-6.77%
1Y
21.81%
3Y*
23.60%
5Y*
10Y*

DFE

1D
3.45%
1M
-7.61%
YTD
-0.10%
6M
3.19%
1Y
22.70%
3Y*
12.12%
5Y*
4.86%
10Y*
6.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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QGRW vs. DFE - Expense Ratio Comparison

QGRW has a 0.28% expense ratio, which is lower than DFE's 0.58% expense ratio.


Return for Risk

QGRW vs. DFE — Risk / Return Rank

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

QGRW
QGRW Risk / Return Rank: 5757
Overall Rank
QGRW Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
QGRW Sortino Ratio Rank: 5959
Sortino Ratio Rank
QGRW Omega Ratio Rank: 5757
Omega Ratio Rank
QGRW Calmar Ratio Rank: 5959
Calmar Ratio Rank
QGRW Martin Ratio Rank: 5858
Martin Ratio Rank

DFE
DFE Risk / Return Rank: 7272
Overall Rank
DFE Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
DFE Sortino Ratio Rank: 7474
Sortino Ratio Rank
DFE Omega Ratio Rank: 7474
Omega Ratio Rank
DFE Calmar Ratio Rank: 7272
Calmar Ratio Rank
DFE Martin Ratio Rank: 6565
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.

QGRW vs. DFE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Quality Growth Fund (QGRW) and WisdomTree Europe SmallCap Dividend Fund (DFE). 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.


QGRWDFEDifference

Sharpe ratio

Return per unit of total volatility

0.91

1.34

-0.44

Sortino ratio

Return per unit of downside risk

1.44

1.87

-0.42

Omega ratio

Gain probability vs. loss probability

1.20

1.27

-0.07

Calmar ratio

Return relative to maximum drawdown

1.40

1.85

-0.45

Martin ratio

Return relative to average drawdown

5.31

6.48

-1.17

QGRW vs. DFE - Sharpe Ratio Comparison

The current QGRW Sharpe Ratio is 0.91, which is lower than the DFE Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of QGRW and DFE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


QGRWDFEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.91

1.34

-0.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

1.29

0.28

+1.01

Correlation

The correlation between QGRW and DFE is 0.53, 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.


Dividends

QGRW vs. DFE - Dividend Comparison

QGRW's dividend yield for the trailing twelve months is around 0.09%, less than DFE's 4.10% yield.


TTM20252024202320222021202020192018201720162015
QGRW
WisdomTree U.S. Quality Growth Fund
0.09%0.09%0.14%0.11%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DFE
WisdomTree Europe SmallCap Dividend Fund
4.10%4.38%4.93%4.97%5.84%2.56%2.43%3.39%4.97%2.53%4.05%2.78%

Drawdowns

QGRW vs. DFE - Drawdown Comparison

The maximum QGRW drawdown since its inception was -24.40%, smaller than the maximum DFE drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for QGRW and DFE.


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Drawdown Indicators


QGRWDFEDifference

Max Drawdown

Largest peak-to-trough decline

-24.40%

-69.38%

+44.98%

Max Drawdown (1Y)

Largest decline over 1 year

-15.44%

-11.41%

-4.03%

Max Drawdown (5Y)

Largest decline over 5 years

-40.34%

Max Drawdown (10Y)

Largest decline over 10 years

-49.66%

Current Drawdown

Current decline from peak

-11.77%

-7.99%

-3.78%

Average Drawdown

Average peak-to-trough decline

-3.32%

-17.87%

+14.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.07%

3.25%

+0.82%

Volatility

QGRW vs. DFE - Volatility Comparison

WisdomTree U.S. Quality Growth Fund (QGRW) has a higher volatility of 7.81% compared to WisdomTree Europe SmallCap Dividend Fund (DFE) at 7.34%. This indicates that QGRW's price experiences larger fluctuations and is considered to be riskier than DFE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QGRWDFEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.81%

7.34%

+0.47%

Volatility (6M)

Calculated over the trailing 6-month period

13.90%

10.80%

+3.10%

Volatility (1Y)

Calculated over the trailing 1-year period

24.18%

17.03%

+7.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.23%

18.95%

+2.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.23%

19.70%

+1.53%