WCBR vs. DGIFX
Compare and contrast key facts about WisdomTree Cybersecurity Fund (WCBR) and Disciplined Growth Investors Fund (DGIFX).
WCBR is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Team8 Cybersecurity Index. It was launched on Jan 28, 2021. DGIFX is managed by DGI. It was launched on Aug 11, 2011.
Performance
WCBR vs. DGIFX - Performance Comparison
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WCBR vs. DGIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WCBR WisdomTree Cybersecurity Fund | -9.67% | -1.44% | 11.42% | 66.63% | -41.96% | 6.99% |
DGIFX Disciplined Growth Investors Fund | 1.50% | 3.54% | 21.13% | 33.10% | -18.35% | 5.12% |
Returns By Period
In the year-to-date period, WCBR achieves a -9.67% return, which is significantly lower than DGIFX's 1.50% return.
WCBR
- 1D
- 0.86%
- 1M
- 1.59%
- YTD
- -9.67%
- 6M
- -20.38%
- 1Y
- -8.51%
- 3Y*
- 11.00%
- 5Y*
- 3.11%
- 10Y*
- —
DGIFX
- 1D
- 2.43%
- 1M
- -5.63%
- YTD
- 1.50%
- 6M
- -3.53%
- 1Y
- 12.64%
- 3Y*
- 15.77%
- 5Y*
- 7.15%
- 10Y*
- 11.09%
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WCBR vs. DGIFX - Expense Ratio Comparison
WCBR has a 0.45% expense ratio, which is lower than DGIFX's 0.78% expense ratio.
Return for Risk
WCBR vs. DGIFX — Risk / Return Rank
WCBR
DGIFX
WCBR vs. DGIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Cybersecurity Fund (WCBR) and Disciplined Growth Investors Fund (DGIFX). 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.
| WCBR | DGIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.28 | 0.70 | -0.98 |
Sortino ratioReturn per unit of downside risk | -0.19 | 1.09 | -1.28 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.14 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.25 | 1.02 | -1.27 |
Martin ratioReturn relative to average drawdown | -0.63 | 2.85 | -3.48 |
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
| WCBR | DGIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.28 | 0.70 | -0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.34 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.65 | -0.63 |
Correlation
The correlation between WCBR and DGIFX is 0.66, 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.
Dividends
WCBR vs. DGIFX - Dividend Comparison
WCBR has not paid dividends to shareholders, while DGIFX's dividend yield for the trailing twelve months is around 8.12%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WCBR WisdomTree Cybersecurity Fund | 0.00% | 0.00% | 0.02% | 0.00% | 0.03% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% |
DGIFX Disciplined Growth Investors Fund | 8.12% | 8.29% | 20.95% | 2.78% | 2.21% | 11.12% | 10.09% | 3.53% | 3.74% | 4.29% |
Drawdowns
WCBR vs. DGIFX - Drawdown Comparison
The maximum WCBR drawdown since its inception was -52.25%, which is greater than DGIFX's maximum drawdown of -30.93%. Use the drawdown chart below to compare losses from any high point for WCBR and DGIFX.
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Drawdown Indicators
| WCBR | DGIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.25% | -30.93% | -21.32% |
Max Drawdown (1Y)Largest decline over 1 year | -28.17% | -10.94% | -17.23% |
Max Drawdown (5Y)Largest decline over 5 years | -52.25% | -30.93% | -21.32% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.93% | — |
Current DrawdownCurrent decline from peak | -22.85% | -13.43% | -9.42% |
Average DrawdownAverage peak-to-trough decline | -20.57% | -5.89% | -14.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.29% | 3.92% | +7.37% |
Volatility
WCBR vs. DGIFX - Volatility Comparison
WisdomTree Cybersecurity Fund (WCBR) has a higher volatility of 10.01% compared to Disciplined Growth Investors Fund (DGIFX) at 6.13%. This indicates that WCBR's price experiences larger fluctuations and is considered to be riskier than DGIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCBR | DGIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.01% | 6.13% | +3.88% |
Volatility (6M)Calculated over the trailing 6-month period | 21.84% | 12.07% | +9.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.52% | 18.98% | +11.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.83% | 21.06% | +11.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.99% | 18.60% | +14.39% |