USIN vs. DGRW
USIN (WisdomTree 7-10 Year Laddered Treasury Fund) and DGRW (WisdomTree U.S. Dividend Growth Fund) are both exchange-traded funds - USIN is a Government Bonds fund tracking the Bloomberg US Treasury 7-10 Year Laddered Index, while DGRW is a Large Cap Growth Equities fund tracking the WisdomTree U.S. Dividend Growth Index. Both are passively managed. Over the past year, USIN returned 4.04% vs 20.79% for DGRW. At a 0.17 correlation, their price movements are largely independent. USIN charges 0.15%/yr vs 0.28%/yr for DGRW.
Performance
USIN vs. DGRW - Performance Comparison
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Returns By Period
In the year-to-date period, USIN achieves a -0.70% return, which is significantly lower than DGRW's 9.10% return.
USIN
- 1D
- -0.24%
- 1M
- -0.11%
- YTD
- -0.70%
- 6M
- -1.21%
- 1Y
- 4.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRW
- 1D
- -0.83%
- 1M
- 4.06%
- YTD
- 9.10%
- 6M
- 8.62%
- 1Y
- 20.79%
- 3Y*
- 16.64%
- 5Y*
- 12.17%
- 10Y*
- 14.15%
USIN vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
USIN WisdomTree 7-10 Year Laddered Treasury Fund | -0.70% | 7.97% | 1.59% |
DGRW WisdomTree U.S. Dividend Growth Fund | 9.10% | 12.17% | 9.36% |
Correlation
The correlation between USIN and DGRW is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Mar 15, 2024 | 0.17 |
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Return for Risk
USIN vs. DGRW — Risk / Return Rank
USIN
DGRW
USIN vs. DGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree 7-10 Year Laddered Treasury Fund (USIN) 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.
| USIN | DGRW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.26 | ||
| Sortino ratioReturn per unit of downside risk | -1.80 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.39 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.99 | 2.52 | -1.52 |
| Martin ratioReturn relative to average drawdown | 2.96 | 11.03 | -8.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USIN | DGRW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 2.12 | -1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.88 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.86 | -0.18 |
Drawdowns
USIN vs. DGRW - Drawdown Comparison
The maximum USIN drawdown since its inception was -6.88%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for USIN and DGRW.
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Drawdown Indicators
| USIN | DGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.88% | -32.04% | +25.16% |
Max Drawdown (1Y)Largest decline over 1 year | -4.09% | -8.30% | +4.21% |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.21% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.27% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.04% | — |
Current DrawdownCurrent decline from peak | -2.85% | -0.83% | -2.02% |
Average DrawdownAverage peak-to-trough decline | -1.86% | -3.01% | +1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.37% | 1.89% | -0.52% |
Volatility
USIN vs. DGRW - Volatility Comparison
The current volatility for WisdomTree 7-10 Year Laddered Treasury Fund (USIN) is 1.52%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 2.47%. This indicates that USIN experiences smaller price fluctuations and is considered to be less risky 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
| USIN | DGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.52% | 2.47% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 3.30% | 7.64% | -4.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.74% | 9.88% | -5.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.86% | 13.97% | -8.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.86% | 16.21% | -10.35% |
USIN vs. DGRW - Expense Ratio Comparison
USIN has a 0.15% expense ratio, which is lower than DGRW's 0.28% expense ratio.
Dividends
USIN vs. DGRW - Dividend Comparison
USIN's dividend yield for the trailing twelve months is around 3.98%, more than DGRW's 1.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRW WisdomTree U.S. 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% |
USIN WisdomTree 7-10 Year Laddered Treasury Fund | 3.98% | 3.85% | 3.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
USIN and DGRW have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DGRW has higher volatility (2.47%) compared to USIN (1.52%). In terms of maximum drawdown, USIN dropped -6.88% vs DGRW's -32.04%.
On 1-year performance, DGRW leads with 20.79% vs 4.04% for USIN. On fees, USIN is cheaper at 0.15% per year. On volatility, USIN has been the lower-risk option at 1.52%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, DGRW has performed better with a 20.79% return vs 4.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USIN is cheaper with a 0.15% expense ratio, compared with 0.28% for DGRW.
USIN has the higher dividend yield at 3.98%, compared with 1.27% for DGRW.
USIN is categorized as Government Bonds, while DGRW is Large Cap Growth Equities. USIN tracks Bloomberg US Treasury 7-10 Year Laddered Index, while DGRW tracks WisdomTree U.S. Dividend Growth Index. Their fees differ too: 0.15% for USIN and 0.28% for DGRW.
DGRW currently has the higher Sharpe Ratio (2.12 vs 0.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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