WDIG vs. DGRW
WDIG (WisdomTree Efficient Rare Earth Plus Strategic Metals Fund) and DGRW (WisdomTree U.S. Dividend Growth Fund) are both exchange-traded funds - WDIG is a Commodities fund actively managed by WisdomTree, while DGRW is a Large Cap Growth Equities fund tracking the WisdomTree U.S. Dividend Growth Index. WDIG is actively managed, while DGRW is passively managed. At a 0.35 correlation, their price movements are largely independent. WDIG charges 0.55%/yr vs 0.28%/yr for DGRW.
Performance
WDIG vs. DGRW - Performance Comparison
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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%
WDIG vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund | 5.43% |
DGRW WisdomTree U.S. Dividend Growth Fund | 2.50% |
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
Industrials
Energy
Communication Services
Technology
Consumer Cyclical
-
Consumer Defensive
-
Financial Services
-
Healthcare
-
Real Estate
-
-
Utilities
-
Basic Materials
WDIG
DGRW
Industrials
WDIG
DGRW
Energy
WDIG
DGRW
Communication Services
WDIG
DGRW
Technology
WDIG
DGRW
Consumer Cyclical
WDIG
-
DGRW
Consumer Defensive
WDIG
-
DGRW
Financial Services
WDIG
-
DGRW
Healthcare
WDIG
-
DGRW
Real Estate
WDIG
-
DGRW
-
Utilities
WDIG
-
DGRW
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Return for Risk
WDIG vs. DGRW — Risk / Return Rank
WDIG
DGRW
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.
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Sharpe Ratios by Period
| WDIG | DGRW | Difference | |
|---|---|---|---|
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
| WDIG | DGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -1.43% | -0.83% | -0.60% |
Average DrawdownAverage peak-to-trough decline | -6.19% | -3.01% | -3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.89% | — |
Volatility
WDIG vs. DGRW - Volatility Comparison
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Volatility by Period
| WDIG | DGRW | Difference | |
|---|---|---|---|
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%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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