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WDIG vs. DGRW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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. Dividend Growth Fund (DGRW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


WDIG

1D
3.46%
1M
YTD
6M
1Y
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WDIG vs. DGRW - Yearly Performance Comparison


Correlation

The correlation between WDIG and DGRW is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since May 8, 2026

0.35

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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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

DGRW
DGRW Risk / Return Rank: 6060
Overall Rank
DGRW Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
DGRW Sortino Ratio Rank: 6565
Sortino Ratio Rank
DGRW Omega Ratio Rank: 6363
Omega Ratio Rank
DGRW Calmar Ratio Rank: 5050
Calmar Ratio Rank
DGRW Martin Ratio Rank: 6161
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. 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.


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

WDIG vs. DGRW - Sharpe Ratio Comparison


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Sharpe Ratios by Period


WDIGDGRWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.12

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

2.41

0.86

+1.55

Drawdowns

WDIG vs. DGRW - Drawdown Comparison

The maximum WDIG drawdown since its inception was -15.71%, 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

-15.71%

-32.04%

+16.33%

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

-1.43%

-0.83%

-0.60%

Average Drawdown

Average peak-to-trough decline

-6.19%

-3.01%

-3.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.89%

Volatility

WDIG vs. DGRW - Volatility Comparison


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Volatility by Period


WDIGDGRWDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.47%

Volatility (6M)

Calculated over the trailing 6-month period

7.64%

Volatility (1Y)

Calculated over the trailing 1-year period

50.92%

9.88%

+41.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.92%

13.97%

+36.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.92%

16.21%

+34.71%

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 1.27%.


PositionTTM20252024202320222021202020192018201720162015
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%
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 0.35, 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 1.27%, compared with 0.00% for WDIG.

WDIG is categorized as Commodities, while DGRW is Large Cap Growth Equities. Their fees differ too: 0.55% for WDIG and 0.28% for DGRW.

Portfolio Optimizer

Find the right allocation for WDIG and DGRW

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