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WDIG vs. DGRW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WDIG vs. DGRW

Last updated Jun 24, 2026

WDIG (WisdomTree Efficient Rare Earth Plus Strategic Metals Fund) and DGRW (WisdomTree U.S. Quality Dividend Growth Fund) are both exchange-traded funds - WDIG is a Rare Earth & Strategic Metals fund actively managed by WisdomTree, while DGRW is a Dividend fund tracking the WisdomTree U.S. Quality Dividend Growth Index. WDIG is actively managed, while DGRW is passively managed. A 0.64 correlation means they provide meaningful diversification when combined. WDIG charges 0.55%/yr vs 0.28%/yr for DGRW.

Performance

WDIG vs. DGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) and WisdomTree U.S. Quality Dividend Growth Fund (DGRW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

WDIG

1D
-7.79%
1M
-12.59%
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—

DGRW

1D
-0.92%
1M
-1.62%
YTD
6.36%
6M
5.72%
1Y
16.86%
3Y*
15.10%
5Y*
11.78%
10Y*
14.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WDIG vs. DGRW - Yearly Performance Comparison

2026 (YTD)
WDIG
WisdomTree Efficient Rare Earth Plus Strategic Metals Fund		-19.33%
DGRW
WisdomTree U.S. Quality Dividend Growth Fund		-0.45%

Correlation

The correlation between WDIG and DGRW is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (All Time)
Calculated using the full available price history since May 7, 2026

0.64

WDIG vs. DGRW - Sectors Allocation Comparison

Sectors
WDIG
DGRW

Basic Materials

76.8%
3.3%

Industrials

7.5%
9.9%

Energy

2.4%
5.0%

Communication Services

0.9%
10.1%

Technology

0.6%
32.1%

Consumer Cyclical

-

7.1%

Consumer Defensive

-

6.7%

Financial Services

-

11.3%

Healthcare

-

12.8%

Real Estate

-

-

Utilities

-

0.2%

Basic Materials

WDIG
76.8%
DGRW
3.3%

Industrials

WDIG
7.5%
DGRW
9.9%

Energy

WDIG
2.4%
DGRW
5.0%

Communication Services

WDIG
0.9%
DGRW
10.1%

Technology

WDIG
0.6%
DGRW
32.1%

Consumer Cyclical

WDIG

-

DGRW
7.1%

Consumer Defensive

WDIG

-

DGRW
6.7%

Financial Services

WDIG

-

DGRW
11.3%

Healthcare

WDIG

-

DGRW
12.8%

Real Estate

WDIG

-

DGRW

-

Utilities

WDIG

-

DGRW
0.2%

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WisdomTree Efficient Rare Earth Plus Strategic Metals Fund

WisdomTree U.S. Quality Dividend Growth Fund

Often compared with WDIG:
WDIG vs. ISTMWDIG vs. DBBWDIG vs. DXJWDIG vs. BWETWDIG vs. CPERWDIG vs. EVMTWDIG vs. EPI
Often compared with DGRW:
DGRW vs. SCHDDGRW vs. DGRODGRW vs. VOODGRW vs. VIGDGRW vs. SPYDGRW vs. VUSA.ASDGRW vs. NOBL

Return for Risk

WDIG vs. DGRW — Risk / Return Rank

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

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

DGRW
DGRW Risk / Return Rank: 4848
Overall Rank
DGRW Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
DGRW Sortino Ratio Rank: 5050
Sortino Ratio Rank
DGRW Omega Ratio Rank: 4949
Omega Ratio Rank
DGRW Calmar Ratio Rank: 4242
Calmar Ratio Rank
DGRW Martin Ratio Rank: 5252
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.

WDIG vs. DGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) 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.

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.

WDIGDGRWDifference
Sharpe ratioReturn per unit of total volatility

—

1.65

—

Sortino ratioReturn per unit of downside risk

—

2.36

—

Omega ratioGain probability vs. loss probability

—

1.30

—

Calmar ratioReturn relative to maximum drawdown

—

2.04

—

Martin ratioReturn relative to average drawdown

—

8.67

—

WDIG vs. DGRW - Sharpe Ratio Comparison

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Drawdowns

WDIG vs. DGRW - Drawdown Comparison

The maximum WDIG drawdown since its inception was -22.59%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for WDIG and DGRW.

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Drawdown Indicators

WDIGDGRWDifference

Max Drawdown

Largest peak-to-trough decline

-22.59%

-32.04%

+9.45%

Max Drawdown (1Y)

Largest decline over 1 year

—

-8.30%

—

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 Drawdown

Current decline from peak

-21.17%

-3.32%

-17.85%

Average Drawdown

Average peak-to-trough decline

-9.94%

-3.01%

-6.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

1.95%

—

Volatility

WDIG vs. DGRW - Volatility Comparison

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Volatility by Period

WDIGDGRWDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

3.75%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

8.26%

—

Volatility (1Y)

Calculated over the trailing 1-year period

62.13%

10.30%

+51.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

62.13%

14.01%

+48.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

62.13%

16.21%

+45.92%

WDIG vs. DGRW - Expense Ratio Comparison

WDIG has a 0.55% expense ratio, which is higher than DGRW's 0.28% expense ratio.

Dividends

WDIG vs. DGRW - Dividend Comparison

WDIG has not paid dividends to shareholders, while DGRW's dividend yield for the trailing twelve months is around 1.30%.

PositionTTM20252024202320222021202020192018201720162015
DGRW
WisdomTree U.S. Quality Dividend Growth Fund		1.30%1.43%1.55%1.74%2.15%1.78%1.93%2.20%2.42%1.71%2.13%2.18%
WDIG
WisdomTree Efficient Rare Earth Plus Strategic Metals Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

WDIG and DGRW have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DGRW is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DGRW is cheaper with a 0.28% expense ratio, compared with 0.55% for WDIG.

DGRW has the higher dividend yield at 1.30%, compared with 0.00% for WDIG.

WDIG is categorized as Rare Earth & Strategic Metals, while DGRW is Dividend. Their fees differ too: 0.55% for WDIG and 0.28% for DGRW.

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