WTV vs. DGRO
Compare and contrast key facts about WisdomTree US Value ETF (WTV) and iShares Core Dividend Growth ETF (DGRO).
WTV and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTV is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. LargeCap Value Index. It was launched on Feb 23, 2007. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014. Both WTV and DGRO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
WTV vs. DGRO - Performance Comparison
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WTV vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTV WisdomTree US Value ETF | 1.78% | 13.51% | 23.99% | 22.35% | -8.06% | 30.59% | 6.15% | 29.69% | -8.29% | 1.14% |
DGRO iShares Core Dividend Growth ETF | 1.60% | 15.69% | 16.62% | 10.47% | -7.91% | 26.64% | 9.50% | 29.87% | -2.38% | 0.15% |
Returns By Period
In the year-to-date period, WTV achieves a 1.78% return, which is significantly higher than DGRO's 1.60% return.
WTV
- 1D
- -0.31%
- 1M
- -4.51%
- YTD
- 1.78%
- 6M
- 4.75%
- 1Y
- 16.77%
- 3Y*
- 19.30%
- 5Y*
- 12.74%
- 10Y*
- —
DGRO
- 1D
- 0.03%
- 1M
- -4.46%
- YTD
- 1.60%
- 6M
- 3.88%
- 1Y
- 16.44%
- 3Y*
- 14.60%
- 5Y*
- 10.14%
- 10Y*
- 12.81%
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WTV vs. DGRO - Expense Ratio Comparison
WTV has a 0.12% expense ratio, which is higher than DGRO's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
WTV vs. DGRO — Risk / Return Rank
WTV
DGRO
WTV vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Value ETF (WTV) and iShares Core Dividend Growth ETF (DGRO). 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.
| WTV | DGRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.14 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.66 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.48 | -0.18 |
Martin ratioReturn relative to average drawdown | 5.61 | 6.80 | -1.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WTV | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.14 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.74 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.73 | -0.11 |
Correlation
The correlation between WTV and DGRO is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WTV vs. DGRO - Dividend Comparison
WTV's dividend yield for the trailing twelve months is around 1.79%, less than DGRO's 2.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTV WisdomTree US Value ETF | 1.79% | 1.59% | 1.54% | 1.62% | 2.08% | 1.55% | 1.63% | 1.44% | 1.94% | 0.41% | 0.00% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.10% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
Drawdowns
WTV vs. DGRO - Drawdown Comparison
The maximum WTV drawdown since its inception was -42.18%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for WTV and DGRO.
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Drawdown Indicators
| WTV | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.18% | -35.10% | -7.08% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -10.92% | -2.28% |
Max Drawdown (5Y)Largest decline over 5 years | -19.30% | -19.31% | +0.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -5.71% | -4.70% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -5.13% | -3.48% | -1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 2.37% | +0.67% |
Volatility
WTV vs. DGRO - Volatility Comparison
WisdomTree US Value ETF (WTV) and iShares Core Dividend Growth ETF (DGRO) have volatilities of 3.56% and 3.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTV | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.56% | 3.57% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 7.21% | +1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.01% | 14.47% | +3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.14% | 13.84% | +3.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 16.63% | +3.73% |