UINC.L vs. DGRG.L
UINC.L (First Trust US Equity Income UCITS ETF USD (Dist)) and DGRG.L (WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc) are both exchange-traded funds - UINC.L is a Dividend fund tracking the Nasdaq US High Equity Income NTR Index, while DGRG.L is a Large Cap Blend Equities fund tracking the WisdomTree U.S. Quality Dividend Growth UCITS Index. Both are passively managed. Over the past 10 years, UINC.L returned 10.20%/yr vs 13.03%/yr for DGRG.L. A 0.70 correlation means they provide meaningful diversification when combined. UINC.L charges 0.55%/yr vs 0.33%/yr for DGRG.L.
Performance
UINC.L vs. DGRG.L - Performance Comparison
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Returns By Period
In the year-to-date period, UINC.L achieves a 20.06% return, which is significantly higher than DGRG.L's 7.24% return. Over the past 10 years, UINC.L has underperformed DGRG.L with an annualized return of 10.20%, while DGRG.L has yielded a comparatively higher 13.03% annualized return.
UINC.L
- 1D
- 0.38%
- 1M
- 5.22%
- 6M
- 16.03%
- YTD
- 20.06%
- 1Y
- 25.86%
- 3Y*
- 14.48%
- 5Y*
- 10.77%
- 10Y*
- 10.20%
DGRG.L
- 1D
- -0.35%
- 1M
- 0.59%
- 6M
- 5.35%
- YTD
- 7.24%
- 1Y
- 15.27%
- 3Y*
- 13.52%
- 5Y*
- 11.92%
- 10Y*
- 13.03%
UINC.L vs. DGRG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UINC.L First Trust US Equity Income UCITS ETF USD (Dist) | 20.06% | 0.01% | 8.49% | 10.78% | 4.24% | 34.94% | -2.77% | 12.59% | -3.41% | 5.05% |
DGRG.L WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc | 7.24% | 5.60% | 20.13% | 12.11% | 2.74% | 26.71% | 8.76% | 24.78% | -1.18% | 15.61% |
Correlation
The correlation between UINC.L and DGRG.L is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Jun 3, 2016 | 0.70 |
Over the past year, the correlation between UINC.L and DGRG.L has dropped to 0.39 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.
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Return for Risk
UINC.L vs. DGRG.L — Risk / Return Rank
UINC.L
DGRG.L
UINC.L vs. DGRG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust US Equity Income UCITS ETF USD (Dist) (UINC.L) and WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRG.L). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UINC.L | DGRG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.31 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 5.05 | 2.54 | +2.51 |
| Martin ratioReturn relative to average drawdown | 14.26 | 9.30 | +4.95 |
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Drawdowns
UINC.L vs. DGRG.L - Drawdown Comparison
The maximum UINC.L drawdown since its inception was -38.33%, which is greater than DGRG.L's maximum drawdown of -32.36%. Use the drawdown chart below to compare losses from any high point for UINC.L and DGRG.L.
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Drawdown Indicators
| UINC.L | DGRG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.33% | -32.36% | -5.97% |
Max Drawdown (1Y)Largest decline over 1 year | -5.10% | -5.98% | +0.88% |
Max Drawdown (3Y)Largest decline over 3 years | -23.09% | -17.72% | -5.37% |
Max Drawdown (5Y)Largest decline over 5 years | -23.09% | -17.72% | -5.37% |
Max Drawdown (10Y)Largest decline over 10 years | -38.33% | -22.57% | -15.76% |
Current DrawdownCurrent decline from peak | 0.00% | -0.35% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -8.25% | -4.55% | -3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 1.64% | +0.17% |
Volatility
UINC.L vs. DGRG.L - Volatility Comparison
First Trust US Equity Income UCITS ETF USD (Dist) (UINC.L) has a higher volatility of 3.93% compared to WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRG.L) at 2.14%. This indicates that UINC.L's price experiences larger fluctuations and is considered to be riskier than DGRG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UINC.L | DGRG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.93% | 2.14% | +1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 9.18% | 6.35% | +2.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.65% | 8.79% | +3.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.76% | 12.55% | +4.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.58% | 14.21% | +5.37% |
UINC.L vs. DGRG.L - Expense Ratio Comparison
UINC.L has a 0.55% expense ratio, which is higher than DGRG.L's 0.33% expense ratio.
Dividends
UINC.L vs. DGRG.L - Dividend Comparison
UINC.L's dividend yield for the trailing twelve months is around 2.74%, while DGRG.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DGRG.L WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UINC.L First Trust US Equity Income UCITS ETF USD (Dist) | 2.74% | 3.03% | 2.84% | 3.20% | 3.25% | 2.15% | 3.40% | 3.14% | 3.01% | 2.49% | 1.60% |
Frequently Asked Questions
UINC.L and DGRG.L have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DGRG.L is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DGRG.L is cheaper with a 0.33% expense ratio, compared with 0.55% for UINC.L.
UINC.L is categorized as Dividend, while DGRG.L is Large Cap Blend Equities. UINC.L tracks Nasdaq US High Equity Income NTR Index, while DGRG.L tracks WisdomTree U.S. Quality Dividend Growth UCITS Index. They also come from different issuers: First Trust and WisdomTree. Their fees differ too: 0.55% for UINC.L and 0.33% for DGRG.L.
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