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TSWE.AS vs. DGRW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TSWE.AS vs. DGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in VanEck Sustainable World Equal Weight UCITS ETF (TSWE.AS) and WisdomTree U.S. Quality Dividend Growth Fund (DGRW). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

TSWE.AS is traded in EUR, while DGRW is traded in USD. To make them comparable, the DGRW values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, TSWE.AS achieves a 13.49% return, which is significantly higher than DGRW's 10.40% return. Over the past 10 years, TSWE.AS has underperformed DGRW with an annualized return of 12.01%, while DGRW has yielded a comparatively higher 13.91% annualized return.


TSWE.AS

1D
-0.19%
1M
7.45%
YTD
13.49%
6M
16.16%
1Y
26.33%
3Y*
17.11%
5Y*
11.64%
10Y*
12.01%

DGRW

1D
-0.61%
1M
4.81%
YTD
10.40%
6M
9.22%
1Y
18.39%
3Y*
13.55%
5Y*
13.23%
10Y*
13.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TSWE.AS vs. DGRW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TSWE.AS
VanEck Sustainable World Equal Weight UCITS ETF
13.49%13.10%17.22%16.38%-13.18%29.50%5.58%26.46%-5.21%8.51%
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
10.40%-1.14%24.71%15.10%-0.53%33.77%4.48%32.47%-0.94%11.30%

Correlation

The correlation between TSWE.AS and DGRW is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.56

Correlation (3Y)
Calculated over the trailing 3-year period

0.48

Correlation (5Y)
Calculated over the trailing 5-year period

0.46

Correlation (10Y)
Calculated over the trailing 10-year period

0.52

Correlation (All Time)
Calculated using the full available price history since May 23, 2013

0.54

The correlation between TSWE.AS and DGRW has been stable across timeframes, ranging from 0.46 to 0.56 - a consistent structural relationship.

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Return for Risk

TSWE.AS vs. DGRW — Risk / Return Rank

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

TSWE.AS
TSWE.AS Risk / Return Rank: 6464
Overall Rank
TSWE.AS Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
TSWE.AS Sortino Ratio Rank: 6464
Sortino Ratio Rank
TSWE.AS Omega Ratio Rank: 6161
Omega Ratio Rank
TSWE.AS Calmar Ratio Rank: 6565
Calmar Ratio Rank
TSWE.AS Martin Ratio Rank: 6969
Martin Ratio Rank

DGRW
DGRW Risk / Return Rank: 6060
Overall Rank
DGRW Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
DGRW Sortino Ratio Rank: 6565
Sortino Ratio Rank
DGRW Omega Ratio Rank: 6363
Omega Ratio Rank
DGRW Calmar Ratio Rank: 5050
Calmar Ratio Rank
DGRW Martin Ratio Rank: 6161
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.

TSWE.AS vs. DGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Sustainable World Equal Weight UCITS ETF (TSWE.AS) and WisdomTree U.S. Quality 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.


TSWE.ASDGRWDifference
Sharpe ratioReturn per unit of total volatility

+0.26

Sortino ratioReturn per unit of downside risk

+0.57

Omega ratioGain probability vs. loss probability

1.38

1.33

+0.05

Calmar ratioReturn relative to maximum drawdown

3.26

3.00

+0.26

Martin ratioReturn relative to average drawdown

12.78

11.88

+0.90

TSWE.AS vs. DGRW - Sharpe Ratio Comparison

The current TSWE.AS Sharpe Ratio is 2.04, which is comparable to the DGRW Sharpe Ratio of 1.78. The chart below compares the historical Sharpe Ratios of TSWE.AS and DGRW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


TSWE.ASDGRWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.04

1.78

+0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.84

0.93

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

0.82

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.73

0.84

-0.10

Drawdowns

TSWE.AS vs. DGRW - Drawdown Comparison

The maximum TSWE.AS drawdown since its inception was -33.67%, which is greater than DGRW's maximum drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for TSWE.AS and DGRW.


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Drawdown Indicators


TSWE.ASDGRWDifference

Max Drawdown

Largest peak-to-trough decline

-33.67%

-31.38%

-2.29%

Max Drawdown (1Y)

Largest decline over 1 year

-7.97%

-6.16%

-1.81%

Max Drawdown (3Y)

Largest decline over 3 years

-19.53%

-20.78%

+1.25%

Max Drawdown (5Y)

Largest decline over 5 years

-19.53%

-20.78%

+1.25%

Max Drawdown (10Y)

Largest decline over 10 years

-33.67%

-31.38%

-2.29%

Current Drawdown

Current decline from peak

-0.19%

-0.61%

+0.42%

Average Drawdown

Average peak-to-trough decline

-4.83%

-3.71%

-1.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.05%

1.55%

+0.50%

Volatility

TSWE.AS vs. DGRW - Volatility Comparison

VanEck Sustainable World Equal Weight UCITS ETF (TSWE.AS) has a higher volatility of 3.66% compared to WisdomTree U.S. Quality Dividend Growth Fund (DGRW) at 2.33%. This indicates that TSWE.AS's price experiences larger fluctuations and is considered to be riskier than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TSWE.ASDGRWDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.66%

2.33%

+1.33%

Volatility (6M)

Calculated over the trailing 6-month period

9.92%

7.64%

+2.28%

Volatility (1Y)

Calculated over the trailing 1-year period

12.76%

10.46%

+2.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.65%

14.23%

-0.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.93%

16.98%

-2.05%

TSWE.AS vs. DGRW - Expense Ratio Comparison

TSWE.AS has a 0.20% expense ratio, which is lower than DGRW's 0.28% expense ratio.


Dividends

TSWE.AS vs. DGRW - Dividend Comparison

TSWE.AS's dividend yield for the trailing twelve months is around 2.57%, more than DGRW's 1.27% yield.


PositionTTM20252024202320222021202020192018201720162015
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
1.27%1.43%1.55%1.74%2.15%1.78%1.93%2.20%2.42%1.71%2.13%2.18%
TSWE.AS
VanEck Sustainable World Equal Weight UCITS ETF
2.57%1.94%2.18%2.23%2.38%1.64%1.88%2.34%2.45%2.09%1.85%1.87%

Frequently Asked Questions


TSWE.AS and DGRW have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TSWE.AS is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TSWE.AS is cheaper with a 0.20% expense ratio, compared with 0.28% for DGRW.

TSWE.AS is categorized as Global Equities, while DGRW is Dividend. TSWE.AS tracks MSCI ACWI NR USD, while DGRW tracks WisdomTree U.S. Quality Dividend Growth Index. They also come from different issuers: VanEck and WisdomTree. Their fees differ too: 0.20% for TSWE.AS and 0.28% for DGRW.

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