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WDIG vs. QGRW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WDIG vs. QGRW - 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 Growth Fund (QGRW). 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*

QGRW

1D
-2.33%
1M
-1.97%
YTD
9.19%
6M
7.93%
1Y
27.41%
3Y*
25.81%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WDIG vs. QGRW - Yearly Performance Comparison


Correlation

The correlation between WDIG and QGRW is 0.68, 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

0.68

WDIG vs. QGRW - Sectors Allocation Comparison


Sectors
WDIG
QGRW

Basic Materials

76.8%

-

Industrials

7.5%
7.6%

Energy

2.4%
0.5%

Communication Services

0.9%
16.4%

Technology

0.6%
55.0%

Consumer Cyclical

-

11.6%

Consumer Defensive

-

0.5%

Financial Services

-

3.7%

Healthcare

-

4.4%

Real Estate

-

-

Utilities

-

0.3%

Basic Materials

WDIG
76.8%
QGRW

-

Industrials

WDIG
7.5%
QGRW
7.6%

Energy

WDIG
2.4%
QGRW
0.5%

Communication Services

WDIG
0.9%
QGRW
16.4%

Technology

WDIG
0.6%
QGRW
55.0%

Consumer Cyclical

WDIG

-

QGRW
11.6%

Consumer Defensive

WDIG

-

QGRW
0.5%

Financial Services

WDIG

-

QGRW
3.7%

Healthcare

WDIG

-

QGRW
4.4%

Real Estate

WDIG

-

QGRW

-

Utilities

WDIG

-

QGRW
0.3%

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Return for Risk

WDIG vs. QGRW — 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.


QGRW
QGRW Risk / Return Rank: 4141
Overall Rank
QGRW Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
QGRW Sortino Ratio Rank: 4141
Sortino Ratio Rank
QGRW Omega Ratio Rank: 4242
Omega Ratio Rank
QGRW Calmar Ratio Rank: 3737
Calmar Ratio Rank
QGRW Martin Ratio Rank: 4343
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. QGRW - 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 Growth Fund (QGRW). 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.


WDIGQGRWDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.26

Calmar ratioReturn relative to maximum drawdown

1.78

Martin ratioReturn relative to average drawdown

6.70

WDIG vs. QGRW - Sharpe Ratio Comparison


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Drawdowns

WDIG vs. QGRW - Drawdown Comparison

The maximum WDIG drawdown since its inception was -22.59%, smaller than the maximum QGRW drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for WDIG and QGRW.


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Drawdown Indicators


WDIGQGRWDifference

Max Drawdown

Largest peak-to-trough decline

-22.59%

-24.40%

+1.81%

Max Drawdown (1Y)

Largest decline over 1 year

-15.44%

Max Drawdown (3Y)

Largest decline over 3 years

-24.40%

Current Drawdown

Current decline from peak

-21.17%

-6.66%

-14.51%

Average Drawdown

Average peak-to-trough decline

-9.94%

-3.28%

-6.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.10%

Volatility

WDIG vs. QGRW - Volatility Comparison


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Volatility by Period


WDIGQGRWDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.12%

Volatility (6M)

Calculated over the trailing 6-month period

15.20%

Volatility (1Y)

Calculated over the trailing 1-year period

62.13%

18.73%

+43.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

62.13%

21.29%

+40.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

62.13%

21.29%

+40.84%

WDIG vs. QGRW - Expense Ratio Comparison

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


Dividends

WDIG vs. QGRW - Dividend Comparison

WDIG has not paid dividends to shareholders, while QGRW's dividend yield for the trailing twelve months is around 0.08%.


PositionTTM202520242023
QGRW
WisdomTree U.S. Quality Growth Fund
0.08%0.09%0.14%0.11%
WDIG
WisdomTree Efficient Rare Earth Plus Strategic Metals Fund
0.00%0.00%0.00%0.00%

Frequently Asked Questions


WDIG and QGRW have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

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

QGRW has the higher dividend yield at 0.08%, compared with 0.00% for WDIG.

WDIG is categorized as Rare Earth & Strategic Metals, while QGRW is Large Cap Growth Equities. Their fees differ too: 0.55% for WDIG and 0.28% for QGRW.

Portfolio Optimizer

Find the right allocation for WDIG and QGRW

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