WTBN vs. DGRW

Last updated Jun 4, 2026

WTBN (WisdomTree Bianco Total Return Fund) and DGRW (WisdomTree U.S. Quality Dividend Growth Fund) are both exchange-traded funds - WTBN is a Intermediate Core Bond fund tracking the Bianco Research Fixed Income Total Return Index, while DGRW is a Dividend fund tracking the WisdomTree U.S. Quality Dividend Growth Index. Both are passively managed. Over the past year, WTBN returned 4.29% vs 20.79% for DGRW. At a 0.23 correlation, their price movements are largely independent. WTBN charges 0.59%/yr vs 0.28%/yr for DGRW.

Performance

WTBN vs. DGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Bianco Total Return Fund (WTBN) and WisdomTree U.S. Quality Dividend Growth Fund (DGRW). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WTBN achieves a -0.10% return, which is significantly lower than DGRW's 9.10% return.

WTBN

• 1D: -0.24%
• 1M: 0.26%
• YTD: -0.10%
• 6M: -0.24%
• 1Y: 4.29%
• 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)

WTBN vs. DGRW - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
WTBN WisdomTree Bianco Total Return Fund	-0.10%	6.90%	2.26%	0.03%
DGRW WisdomTree U.S. Quality Dividend Growth Fund	9.10%	12.17%	16.98%	1.70%

Correlation

The correlation between WTBN and DGRW is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.32
Correlation (All Time) Calculated using the full available price history since Dec 21, 2023	0.23

Return for Risk

WTBN vs. DGRW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTBN

WTBN Risk / Return Rank: 32
WTBN Sharpe Ratio Rank: 33
WTBN Sortino Ratio Rank: 33
WTBN Omega Ratio Rank: 31
WTBN Calmar Ratio Rank: 31
WTBN Martin Ratio Rank: 32

DGRW

DGRW Risk / Return Rank: 60
DGRW Sharpe Ratio Rank: 61
DGRW Sortino Ratio Rank: 65
DGRW Omega Ratio Rank: 63
DGRW Calmar Ratio Rank: 50
DGRW Martin Ratio Rank: 61

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.

WTBN vs. DGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Bianco Total Return Fund (WTBN) 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.

	WTBN	DGRW	Difference
Sharpe ratio: Return per unit of total volatility	1.18	2.12	-0.94
Sortino ratio: Return per unit of downside risk	1.73	3.09	-1.36
Omega ratio: Gain probability vs. loss probability	1.20	1.39	-0.19
Calmar ratio: Return relative to maximum drawdown	1.51	2.52	-1.01
Martin ratio: Return relative to average drawdown	4.71	11.03	-6.31
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WTBN vs. DGRW - Sharpe Ratio Comparison

The current WTBN Sharpe Ratio is 1.18, which is lower than the DGRW Sharpe Ratio of 2.12. The chart below compares the historical Sharpe Ratios of WTBN and DGRW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	WTBN	DGRW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.18	2.12	-0.94
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	0.82	0.86	-0.04

Drawdowns

WTBN vs. DGRW - Drawdown Comparison

The maximum WTBN drawdown since its inception was -4.08%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for WTBN and DGRW.

Drawdown Indicators

	WTBN	DGRW	Difference
Max Drawdown Largest peak-to-trough decline	-4.08%	-32.04%	+27.96%
Max Drawdown (1Y) Largest decline over 1 year	-2.86%	-8.30%	+5.44%
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	-1.59%	-0.83%	-0.76%
Average Drawdown Average peak-to-trough decline	-1.14%	-3.01%	+1.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.91%	1.89%	-0.98%

Volatility

WTBN vs. DGRW - Volatility Comparison

The current volatility for WisdomTree Bianco Total Return Fund (WTBN) is 1.37%, while WisdomTree U.S. Quality Dividend Growth Fund (DGRW) has a volatility of 2.47%. This indicates that WTBN 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.

Volatility by Period

	WTBN	DGRW	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.37%	2.47%	-1.10%
Volatility (6M) Calculated over the trailing 6-month period	2.62%	7.64%	-5.02%
Volatility (1Y) Calculated over the trailing 1-year period	3.66%	9.88%	-6.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.53%	13.97%	-9.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.53%	16.21%	-11.68%

WTBN vs. DGRW - Expense Ratio Comparison

WTBN has a 0.59% expense ratio, which is higher than DGRW's 0.28% expense ratio.

Dividends

WTBN vs. DGRW - Dividend Comparison

WTBN's dividend yield for the trailing twelve months is around 3.98%, more than DGRW's 1.27% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DGRW WisdomTree U.S. Quality 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%
WTBN WisdomTree Bianco Total Return Fund	3.98%	4.13%	3.47%	0.03%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WTBN and DGRW in my portfolio?

WTBN and DGRW have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WTBN or DGRW?

DGRW has higher volatility (2.47%) compared to WTBN (1.37%). In terms of maximum drawdown, WTBN dropped -4.08% vs DGRW's -32.04%.

Which ETF is better, WTBN or DGRW?

On 1-year performance, DGRW leads with 20.79% vs 4.29% for WTBN. On fees, DGRW is cheaper at 0.28% per year. On volatility, WTBN has been the lower-risk option at 1.37%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, WTBN or DGRW?

Over the 1-year period, DGRW has performed better with a 20.79% return vs 4.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, WTBN or DGRW?

DGRW is cheaper with a 0.28% expense ratio, compared with 0.59% for WTBN.

Which ETF pays a higher dividend yield, WTBN or DGRW?

WTBN has the higher dividend yield at 3.98%, compared with 1.27% for DGRW.

What is the main difference between WTBN and DGRW?

WTBN is categorized as Intermediate Core Bond, while DGRW is Dividend. WTBN tracks Bianco Research Fixed Income Total Return Index, while DGRW tracks WisdomTree U.S. Quality Dividend Growth Index. Their fees differ too: 0.59% for WTBN and 0.28% for DGRW.

Which has better risk-adjusted returns?

DGRW currently has the higher Sharpe Ratio (2.12 vs 1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.