SDOG vs. DGRW
Compare and contrast key facts about ALPS Sector Dividend Dogs ETF (SDOG) and WisdomTree U.S. Dividend Growth Fund (DGRW).
SDOG and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SDOG is a passively managed fund by SS&C that tracks the performance of the S-Network Sector Dividend Dogs Index. It was launched on Jun 29, 2012. 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 SDOG 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: SDOG or DGRW.
Key characteristics
| SDOG | DGRW | |
|---|---|---|
| YTD Return | 19.23% | 21.22% |
| 1Y Return | 30.53% | 28.18% |
| 3Y Return (Ann) | 7.71% | 11.91% |
| 5Y Return (Ann) | 9.60% | 14.41% |
| 10Y Return (Ann) | 8.48% | 12.99% |
| Sharpe Ratio | 2.65 | 2.71 |
| Sortino Ratio | 3.74 | 3.77 |
| Omega Ratio | 1.47 | 1.51 |
| Calmar Ratio | 2.38 | 4.56 |
| Martin Ratio | 17.83 | 17.30 |
| Ulcer Index | 1.81% | 1.65% |
| Daily Std Dev | 12.19% | 10.53% |
| Max Drawdown | -43.56% | -32.04% |
| Current Drawdown | -1.40% | -1.75% |
Correlation
The correlation between SDOG and DGRW is 0.81, 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
SDOG vs. DGRW - Performance Comparison
In the year-to-date period, SDOG achieves a 19.23% return, which is significantly lower than DGRW's 21.22% return. Over the past 10 years, SDOG has underperformed DGRW with an annualized return of 8.48%, while DGRW has yielded a comparatively higher 12.99% annualized 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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SDOG vs. DGRW - Expense Ratio Comparison
SDOG has a 0.40% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
SDOG vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Sector Dividend Dogs ETF (SDOG) 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
SDOG vs. DGRW - Dividend Comparison
SDOG's dividend yield for the trailing twelve months is around 3.71%, more than DGRW's 1.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDOG ALPS Sector Dividend Dogs ETF | 3.71% | 4.30% | 3.86% | 3.62% | 3.62% | 3.37% | 4.03% | 3.27% | 3.32% | 3.61% | 3.36% | 3.45% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.51% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.06% |
Drawdowns
SDOG vs. DGRW - Drawdown Comparison
The maximum SDOG drawdown since its inception was -43.56%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for SDOG and DGRW. For additional features, visit the drawdowns tool.
Volatility
SDOG vs. DGRW - Volatility Comparison
ALPS Sector Dividend Dogs ETF (SDOG) and WisdomTree U.S. Dividend Growth Fund (DGRW) have volatilities of 3.40% and 3.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.