AIPI vs DGRS
Comparison between REX AI EQUITY PREMIUM INCOME ETF (AIPI, ETF) and WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND (DGRS, ETF).
AIPI vs DGRS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AIPI
$405M
DGRS
$403M
Expense Ratio
AIPI
0.65%
Winner
DGRS
0.38%
Max Drawdown
Winner
AIPI
42.01%
DGRS
45.69%
Sharpe Ratio
AIPI
0.96
Winner
DGRS
0.97
5Y Beta
AIPI
1.10
Winner
DGRS
0.85
P/E Ratio
AIPI
49.67
Winner
DGRS
21.22
Forward P/E
AIPI
25.52
Winner
DGRS
12.55
PEG Ratio
AIPI
0.40
DGRS
N/A
5Y Dividends CAGR
AIPI
N/A
DGRS
4.27%
5Y EPS CAGR
Winner
AIPI
39.74%
DGRS
12.46%
Debt to Equity
Winner
AIPI
28.77%
DGRS
90.44%
P/S Ratio
AIPI
7.84
Winner
DGRS
1.07
P/B Ratio
AIPI
9.69
Winner
DGRS
2.04
AIPI vs DGRS - Holdings Comparison
AIPI and DGRS have 1 common holdings. Overlap is -0.32%
AIPI's top 25 holdings weight is 98.15%. DGRS's top 25 holdings weight is 37.91%.
| Rank | AIPI | DGRS |
|---|---|---|
| #1 | n/a (PLTR) - 10.83% | ARCHROCK INC (AROC) - 2.65% |
| #2 | NVIDIA CORP (NVDA) - 9.69% | AVNET INC (AVT) - 2.41% |
| #3 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 9.25% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 2.19% |
| #4 | ARM HOLDINGS PLC ADR (ARM) - 4.12% | CAL-MAINE FOODS INC (CALM) - 1.84% |
| #5 | DATADOG INC CLASS A (DDOG) - 3.75% | INTERPARFUMS INC (IPAR) - 1.77% |
| #6 | SYNOPSYS INC (SNPS) - 3.64% | COHEN & STEERS INC (CNS) - 1.77% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 3.38% | n/a (CRC) - 1.76% |
| #8 | CISCO SYSTEMS INC (CSCO) - 3.36% | BANK OF HAWAII CORP (BOH) - 1.54% |
| #9 | ADOBE INC (ADBE) - 3.28% | CABOT CORP (CBT) - 1.54% |
| #10 | SALESFORCE INC (CRM) - 3.27% | KONTOOR BRANDS INC (KTB) - 1.51% |
| #11 | META PLATFORMS INC CLASS A (META) - 3.25% | INDEPENDENT BANK CORP (INDB) - 1.47% |
| #12 | QUALCOMM INC (QCOM) - 3.17% | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 1.40% |
| #13 | APPLE INC (AAPL) - 3.15% | KORN FERRY (KFY) - 1.37% |
| #14 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.05% | FIRST FINANCIAL BANCORP (FFBC) - 1.36% |
| #15 | INTEL CORP (INTC) - 3.01% | BUCKLE INC (BKE) - 1.30% |
| #16 | BROADCOM INC (AVGO) - 3.01% | FEDERATED HERMES INC CLASS B (FHI) - 1.29% |
| #17 | MICRON TECHNOLOGY INC (MU) - 3.01% | FIRST FINANCIAL BANKSHARES INC (FFIN) - 1.29% |
| #18 | MICROSOFT CORP (MSFT) - 2.95% | CATHAY GENERAL BANCORP (CATY) - 1.24% |
| #19 | ARISTA NETWORKS INC (ANET) - 2.88% | COMMUNITY FINANCIAL SYSTEM INC (CBU) - 1.22% |
| #20 | AMAZON.COM INC (AMZN) - 2.80% | NORTHERN OIL & GAS INC (NOG) - 1.20% |
| #21 | SERVICENOW INC (NOW) - 2.79% | LCI INDUSTRIES INC (LCII) - 1.19% |
| #22 | ADVANCED MICRO DEVICES INC (AMD) - 2.76% | FIRST BUSEY CORP (BUSE) - 1.18% |
| #23 | PALO ALTO NETWORKS INC (PANW) - 2.71% | SILGAN HOLDINGS INC (SLGN) - 1.16% |
| #24 | IONQ INC CLASS A (IONQ) - 2.58% | RENASANT CORP (RNST) - 1.13% |
| #25 | SUPER MICRO COMPUTER INC (SMCI) - 2.46% | THE CHEESECAKE FACTORY INC (CAKE) - 1.13% |
| Total Holdings | 136 | 200 |
AIPI vs DGRS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AIPI
+8.53%
DGRS
+0.36%
3M
AIPI
+2.56%
Winner
DGRS
+6.07%
6M
Winner
AIPI
+18.78%
DGRS
+8.49%
1Y
Winner
AIPI
+22.08%
DGRS
+20.67%
5Y(CAGR)
AIPI
N/A
DGRS
+8.09%
10Y(CAGR)
AIPI
N/A
DGRS
+9.47%
Max(CAGR)
Winner
AIPI
+19.77%
DGRS
+9.41%
AIPI vs DGRS - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | AIPI | DGRS |
|---|---|---|
| 2026 | +12.29% | +20.94% |
| 2025 | +15.76% | +0.64% |
| 2024 | +15.22% | +10.63% |
| 2023 | N/A | +20.65% |
| 2022 | N/A | -13.21% |
| 2021 | N/A | +24.72% |
| 2020 | N/A | +8.02% |
| 2019 | N/A | +23.77% |
| 2018 | N/A | -10.85% |
| 2017 | N/A | +6.98% |
| 2016 | N/A | +33.41% |
| 2015 | N/A | -6.30% |
| 2014 | N/A | +6.01% |
| 2013 | N/A | +14.92% |
AIPI vs DGRS Drawdown Comparison
The maximum drawdown for AIPI was -25.24%, occurring on Apr 8, 2025. Recovery took 97 trading sessions.
The maximum drawdown for DGRS was -44.82%, occurring on Mar 16, 2020. Recovery took 217 trading sessions.
The current AIPI drawdown is -2.53%. The current DGRS drawdown is -2.88%.
| Rank | AIPI | DGRS |
|---|---|---|
| #1 | -25.24% Feb 18, 2025 - Jul 9, 2025 | -44.82% Jan 16, 2020 - Nov 24, 2020 |
| #2 | -15.87% Jul 10, 2024 - Oct 11, 2024 | -27.57% Nov 25, 2024 - Feb 4, 2026 |
| #3 | -14.46% Nov 3, 2025 - May 14, 2026 | -24.12% Jan 4, 2022 - Dec 14, 2023 |
| #4 | -10.60% Jun 2, 2026 - Aug 7, 2026 | -22.95% Aug 21, 2018 - Nov 5, 2019 |
| #5 | -4.08% Oct 29, 2024 - Nov 6, 2024 | -21.01% Jun 23, 2015 - Jul 11, 2016 |
| #6 | -4.02% Dec 16, 2024 - Jan 21, 2025 | -10.76% Jul 1, 2014 - Nov 12, 2014 |
| #7 | -4.01% Jan 23, 2025 - Feb 10, 2025 | -9.80% Jun 8, 2021 - Nov 5, 2021 |
| #8 | -3.71% Jul 28, 2025 - Sep 15, 2025 | -9.28% Jul 31, 2024 - Oct 16, 2024 |
| #9 | -3.07% Aug 13, 2026 - Aug 24, 2026 | -8.90% Feb 6, 2026 - Apr 17, 2026 |
| #10 | -2.87% Nov 7, 2024 - Nov 22, 2024 | -8.69% Dec 26, 2013 - Apr 1, 2014 |
| #11 | -2.35% Jun 18, 2024 - Jul 1, 2024 | -8.44% Dec 9, 2016 - Sep 27, 2017 |
| #12 | -1.83% Oct 9, 2025 - Oct 20, 2025 | -8.37% Jan 23, 2018 - May 30, 2018 |
| #13 | -1.62% Dec 6, 2024 - Dec 16, 2024 | -7.35% Nov 16, 2021 - Jan 4, 2022 |
| #14 | -1.61% Oct 21, 2024 - Oct 29, 2024 | -7.07% Mar 12, 2021 - May 6, 2021 |
| #15 | -1.05% Oct 21, 2025 - Oct 23, 2025 | -6.80% Mar 28, 2024 - Jul 15, 2024 |
Correlation
Correlation between AIPI and DGRS is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2013 - 2026)
AIPI vs DGRS dividend yield comparison.
| Year | AIPI | DGRS |
|---|---|---|
| 2026 | 20.57% | 0.96% |
| 2025 | 37.84% | 2.68% |
| 2024 | 18.13% | 2.15% |
| 2023 | 0.00% | 2.36% |
| 2022 | 0.00% | 2.88% |
| 2021 | 0.00% | 2.19% |
| 2020 | 0.00% | 2.32% |
| 2019 | 0.00% | 2.39% |
| 2018 | 0.00% | 2.64% |
| 2017 | 0.00% | 1.90% |
| 2016 | 0.00% | 1.82% |
| 2015 | 0.00% | 2.55% |
| 2014 | 0.00% | 2.07% |
| 2013 | 0.00% | 0.50% |
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