WGRO vs. DGRW
Compare and contrast key facts about WisdomTree U.S. Growth & Momentum Fund (WGRO) and WisdomTree U.S. Dividend Growth Fund (DGRW).
WGRO and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WGRO is a passively managed fund by WisdomTree that tracks the performance of the ONeil Growth Index. It was launched on Jun 24, 2021. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013. Both WGRO and DGRW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WGRO or DGRW.
Correlation
The correlation between WGRO and DGRW is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WGRO vs. DGRW - Performance Comparison
Key characteristics
Returns By Period
WGRO
N/A
N/A
N/A
N/A
N/A
N/A
DGRW
4.25%
2.39%
4.51%
17.94%
13.73%
12.52%
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WGRO vs. DGRW - Expense Ratio Comparison
WGRO has a 0.55% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
WGRO vs. DGRW — Risk-Adjusted Performance Rank
WGRO
DGRW
WGRO vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Growth & Momentum Fund (WGRO) 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.
Dividends
WGRO vs. DGRW - Dividend Comparison
WGRO has not paid dividends to shareholders, while DGRW's dividend yield for the trailing twelve months is around 1.48%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WGRO WisdomTree U.S. Growth & Momentum Fund | 0.00% | 0.00% | 0.00% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.48% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% |
Drawdowns
WGRO vs. DGRW - Drawdown Comparison
Volatility
WGRO vs. DGRW - Volatility Comparison
The current volatility for WisdomTree U.S. Growth & Momentum Fund (WGRO) is 0.00%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 2.40%. This indicates that WGRO experiences smaller price fluctuations and is considered to be less risky than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.