TSCV vs. DGRS
TSCV (Thrivent Small Cap Value ETF) and DGRS (WisdomTree U.S. SmallCap Quality Dividend Growth Fund) are both Small Cap Value Equities funds. TSCV is actively managed, while DGRS is passively managed. Their correlation of 0.91 suggests significant overlap in exposure. TSCV charges 0.60%/yr vs 0.38%/yr for DGRS.
Performance
TSCV vs. DGRS - Performance Comparison
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Returns By Period
In the year-to-date period, TSCV achieves a 15.89% return, which is significantly higher than DGRS's 13.56% return.
TSCV
- 1D
- -0.29%
- 1M
- 1.16%
- YTD
- 15.89%
- 6M
- 14.99%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRS
- 1D
- -1.02%
- 1M
- 0.29%
- YTD
- 13.56%
- 6M
- 12.71%
- 1Y
- 25.18%
- 3Y*
- 13.73%
- 5Y*
- 5.89%
- 10Y*
- 9.61%
TSCV vs. DGRS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TSCV Thrivent Small Cap Value ETF | 15.89% | 6.24% |
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | 13.56% | 6.30% |
Correlation
The correlation between TSCV and DGRS is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | 0.91 |
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Return for Risk
TSCV vs. DGRS — Risk / Return Rank
TSCV
DGRS
TSCV vs. DGRS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Small Cap Value ETF (TSCV) and WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| TSCV | DGRS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.41 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.29 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.84 | 0.41 | +2.43 |
Drawdowns
TSCV vs. DGRS - Drawdown Comparison
The maximum TSCV drawdown since its inception was -10.17%, smaller than the maximum DGRS drawdown of -44.83%. Use the drawdown chart below to compare losses from any high point for TSCV and DGRS.
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Drawdown Indicators
| TSCV | DGRS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.17% | -44.83% | +34.66% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.68% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -27.57% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.57% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.83% | — |
Current DrawdownCurrent decline from peak | -0.70% | -1.78% | +1.08% |
Average DrawdownAverage peak-to-trough decline | -2.11% | -6.73% | +4.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.15% | — |
Volatility
TSCV vs. DGRS - Volatility Comparison
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Volatility by Period
| TSCV | DGRS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.46% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.36% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.80% | 18.03% | -1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.80% | 20.43% | -3.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 23.63% | -6.83% |
TSCV vs. DGRS - Expense Ratio Comparison
TSCV has a 0.60% expense ratio, which is higher than DGRS's 0.38% expense ratio.
Dividends
TSCV vs. DGRS - Dividend Comparison
TSCV's dividend yield for the trailing twelve months is around 0.24%, less than DGRS's 2.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | 2.23% | 2.68% | 2.15% | 2.36% | 2.88% | 2.19% | 2.32% | 2.39% | 2.64% | 1.90% | 1.82% | 2.55% |
TSCV Thrivent Small Cap Value ETF | 0.24% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, TSCV and DGRS move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, DGRS is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DGRS is cheaper with a 0.38% expense ratio, compared with 0.60% for TSCV.
DGRS has the higher dividend yield at 2.23%, compared with 0.24% for TSCV.
They also come from different issuers: Thrivent and WisdomTree. Their fees differ too: 0.60% for TSCV and 0.38% for DGRS.
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