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WDIG vs. DGRW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WDIG vs. DGRW

Last updated Aug 1, 2026
Documentation

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 Quality Factor fund tracking the WisdomTree U.S. Quality Dividend Growth Index. WDIG is actively managed, while DGRW is passively managed. Their 0.53 correlation means they have sometimes moved together and sometimes differently. 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
-0.38%
1M
-5.74%
6M
—
YTD
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—

DGRW

1D
0.49%
1M
0.69%
6M
6.01%
YTD
8.57%
1Y
16.02%
3Y*
13.97%
5Y*
11.41%
10Y*
13.71%
ALL TIME*
12.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

DGRW

WisdomTree U.S. Quality Dividend Growth Fund
$51.03M$48.50M$56.54M

WDIG

WisdomTree Efficient Rare Earth Plus Strategic Metals Fund
$54.15K$50.36K$175.27K

WDIG vs. DGRW - Yearly Performance Comparison

2026 (YTD)
WDIG
WisdomTree Efficient Rare Earth Plus Strategic Metals Fund		-28.09%
DGRW
WisdomTree U.S. Quality Dividend Growth Fund		1.62%

Correlation

The correlation between WDIG and DGRW is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

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

0.53

WDIG vs. DGRW - Sectors Allocation Comparison

Sectors
WDIG
DGRW

Basic Materials

76.8%
2.8%

Industrials

7.5%
11.8%

Energy

2.4%
4.5%

Communication Services

0.9%
11.1%

Technology

0.6%
33.8%

Consumer Cyclical

-

8.0%

Consumer Defensive

-

6.7%

Financial Services

-

8.4%

Healthcare

-

12.8%

Real Estate

-

-

Utilities

-

0.2%

Basic Materials

WDIG
76.8%
DGRW
2.8%

Industrials

WDIG
7.5%
DGRW
11.8%

Energy

WDIG
2.4%
DGRW
4.5%

Communication Services

WDIG
0.9%
DGRW
11.1%

Technology

WDIG
0.6%
DGRW
33.8%

Consumer Cyclical

WDIG

-

DGRW
8.0%

Consumer Defensive

WDIG

-

DGRW
6.7%

Financial Services

WDIG

-

DGRW
8.4%

Healthcare

WDIG

-

DGRW
12.8%

Real Estate

WDIG

-

DGRW

-

Utilities

WDIG

-

DGRW
0.2%

Compare stocks, funds, or ETFs

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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. EVMTWDIG vs. DBBWDIG vs. REMXWDIG vs. BWETWDIG vs. CPERWDIG vs. DHS
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 historical risk-adjusted metric ranks 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: 5959
Overall Rank
DGRW Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
DGRW Sortino Ratio Rank: 6161
Sortino Ratio Rank
DGRW Omega Ratio Rank: 6262
Omega Ratio Rank
DGRW Calmar Ratio Rank: 5151
Calmar Ratio Rank
DGRW Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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

—

1.43

—

Sortino ratioReturn per unit of downside risk

—

2.04

—

Omega ratioGain probability vs. loss probability

—

1.26

—

Calmar ratioReturn relative to maximum drawdown

—

1.79

—

Martin ratioReturn relative to average drawdown

—

7.25

—

WDIG vs. DGRW - Sharpe Ratio Comparison

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Drawdowns

WDIG vs. DGRW - Drawdown Comparison

The maximum WDIG drawdown since its inception was -32.81%, roughly equal to 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

-32.81%

-32.04%

-0.77%

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

-29.73%

-1.31%

-28.42%

Average Drawdown

Average peak-to-trough decline

-18.02%

-3.00%

-15.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.05%

—

Volatility

WDIG vs. DGRW - Volatility Comparison

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Volatility by Period

WDIGDGRWDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

2.92%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

8.33%

—

Volatility (1Y)

Calculated over the trailing 1-year period

53.76%

10.44%

+43.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

53.76%

14.01%

+39.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

53.76%

16.18%

+37.58%

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 1.28%.

PositionTTM20252024202320222021202020192018201720162015
DGRW
WisdomTree U.S. Quality Dividend Growth Fund		1.28%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 0.53, 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 1.28%, compared with 0.00% for WDIG.

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

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