VVSM.DE vs. DGRW
Compare and contrast key facts about VanEck Semiconductor UCITS ETF (VVSM.DE) and WisdomTree U.S. Dividend Growth Fund (DGRW).
VVSM.DE and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VVSM.DE is a passively managed fund by VanEck that tracks the performance of the MVIS US Listed Semiconductor 10% Capped ESG Index. It was launched on Dec 1, 2020. 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 VVSM.DE 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: VVSM.DE or DGRW.
Key characteristics
| VVSM.DE | DGRW | |
|---|---|---|
| YTD Return | 27.24% | 21.66% |
| 1Y Return | 47.62% | 32.94% |
| 3Y Return (Ann) | 20.74% | 13.69% |
| Sharpe Ratio | 1.83 | 3.05 |
| Sortino Ratio | 2.33 | 4.22 |
| Omega Ratio | 1.32 | 1.56 |
| Calmar Ratio | 2.12 | 3.32 |
| Martin Ratio | 5.88 | 19.19 |
| Ulcer Index | 9.13% | 1.72% |
| Daily Std Dev | 29.26% | 10.81% |
| Max Drawdown | -44.53% | -32.04% |
| Current Drawdown | -14.19% | -0.27% |
Correlation
The correlation between VVSM.DE and DGRW is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VVSM.DE vs. DGRW - Performance Comparison
In the year-to-date period, VVSM.DE achieves a 27.24% return, which is significantly higher than DGRW's 21.66% 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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VVSM.DE vs. DGRW - Expense Ratio Comparison
VVSM.DE has a 0.35% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
VVSM.DE vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Semiconductor UCITS ETF (VVSM.DE) 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
VVSM.DE vs. DGRW - Dividend Comparison
VVSM.DE has not paid dividends to shareholders, while DGRW's dividend yield for the trailing twelve months is around 1.47%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVSM.DE VanEck Semiconductor UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.47% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.05% |
Drawdowns
VVSM.DE vs. DGRW - Drawdown Comparison
The maximum VVSM.DE drawdown since its inception was -44.53%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for VVSM.DE and DGRW. For additional features, visit the drawdowns tool.
Volatility
VVSM.DE vs. DGRW - Volatility Comparison
VanEck Semiconductor UCITS ETF (VVSM.DE) has a higher volatility of 8.57% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 2.73%. This indicates that VVSM.DE'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.