DGRS vs JGH

Comparison between WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND (DGRS, ETF) and Nuveen Global High Income Fund (JGH, ETF).

5-Year PerformanceDGRS has outperformed JGH, delivering a return of +5.9% compared to +5.8%

DGRS vs JGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DGRS(ETF)	JGH(ETF)
Net Assets	$386M	$385M
Expense Ratio	0.38%	N/A
Max Drawdown	45.69%	48.94%
Sharpe Ratio	1.17	0.72
5Y Beta	0.88	0.39
P/E Ratio	23.21	N/A
Forward P/E	12.45	N/A
5Y Dividends CAGR	6.34%	4.00%
5Y EPS CAGR	11.81%	N/A
Debt to Equity	90.75%	N/A
P/S Ratio	1.08	N/A
P/B Ratio	1.99	N/A

Net Assets

Winner

DGRS

$386M

JGH

$385M

Expense Ratio

DGRS

0.38%

JGH

N/A

Max Drawdown

Winner

DGRS

45.69%

JGH

48.94%

Sharpe Ratio

Winner

DGRS

1.17

JGH

0.72

5Y Beta

DGRS

0.88

Winner

JGH

0.39

P/E Ratio

DGRS

23.21

JGH

N/A

Forward P/E

DGRS

12.45

JGH

N/A

5Y Dividends CAGR

Winner

DGRS

6.34%

JGH

4.00%

5Y EPS CAGR

DGRS

11.81%

JGH

N/A

Debt to Equity

DGRS

90.75%

JGH

N/A

P/S Ratio

DGRS

1.08

JGH

N/A

P/B Ratio

DGRS

1.99

JGH

N/A

DGRS vs JGH - Historical Returns

Returns include dividend reinvestment.

Period	DGRS	JGH
1 month	-1.09%	+0.98%
3 months	+3.02%	+3.30%
6 months	+13.47%	+7.21%
1 year	+25.75%	+10.55%
5 years(CAGR)	+5.92%	+5.83%
10 years(CAGR)	+9.52%	+8.43%
Max(CAGR)	+9.00%	+6.34%

DGRS

-1.09%

Winner

JGH

+0.98%

DGRS

+3.02%

Winner

JGH

+3.30%

Winner

DGRS

+13.47%

JGH

+7.21%

Winner

DGRS

+25.75%

JGH

+10.55%

5Y(CAGR)

Winner

DGRS

+5.92%

JGH

+5.83%

10Y(CAGR)

Winner

DGRS

+9.52%

JGH

+8.43%

Max(CAGR)

Winner

DGRS

+9.00%

JGH

+6.34%

DGRS vs JGH - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	DGRS	JGH
2026	+12.90%	+5.31%
2025	+0.64%	+8.39%
2024	+10.63%	+14.75%
2023	+20.65%	+19.80%
2022	-13.21%	-21.09%
2021	+24.72%	+12.72%
2020	+8.02%	+2.12%
2019	+23.77%	+29.57%
2018	-10.85%	-12.08%
2017	+6.98%	+15.61%
2016	+33.41%	+29.46%
2015	-6.30%	-12.95%
2014	+6.01%	-6.20%
2013	+14.92%	N/A

DGRS vs JGH Drawdown Comparison

The maximum drawdown for DGRS was -44.82%, occurring on Mar 16, 2020. Recovery took 217 trading sessions.

The maximum drawdown for JGH was -43.75%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.

The current DGRS drawdown is -1.62%. The current JGH drawdown is -0.62%.

Rank	DGRS	JGH
#1	-44.82% Jan 16, 2020 - Nov 24, 2020	-43.75% Feb 20, 2020 - Feb 9, 2021
#2	-27.57% Nov 25, 2024 - Feb 4, 2026	-28.65% Jan 4, 2022 - Feb 1, 2024
#3	-24.12% Jan 4, 2022 - Dec 14, 2023	-26.38% Nov 24, 2014 - Aug 11, 2016
#4	-22.95% Aug 21, 2018 - Nov 5, 2019	-16.30% Jan 11, 2018 - Apr 10, 2019
#5	-21.01% Jun 23, 2015 - Jul 11, 2016	-13.70% Feb 19, 2025 - Jul 1, 2025
#6	-10.76% Jul 1, 2014 - Nov 12, 2014	-8.38% Oct 7, 2025 - May 29, 2026
#7	-9.80% Jun 8, 2021 - Nov 5, 2021	-6.88% Oct 23, 2017 - Jan 8, 2018
#8	-9.28% Jul 31, 2024 - Oct 16, 2024	-6.45% Oct 26, 2016 - Dec 12, 2016
#9	-8.90% Feb 6, 2026 - Apr 17, 2026	-5.39% Apr 1, 2024 - May 3, 2024
#10	-8.69% Dec 26, 2013 - Apr 1, 2014	-5.27% Aug 29, 2016 - Oct 17, 2016
#11	-8.44% Dec 9, 2016 - Sep 27, 2017	-4.89% Oct 14, 2021 - Jan 4, 2022
#12	-8.37% Jan 23, 2018 - May 30, 2018	-4.84% Feb 13, 2017 - Apr 10, 2017
#13	-7.35% Nov 16, 2021 - Jan 4, 2022	-4.83% May 2, 2019 - Jul 10, 2019
#14	-7.07% Mar 12, 2021 - May 6, 2021	-4.46% Feb 12, 2021 - Mar 11, 2021
#15	-6.80% Mar 28, 2024 - Jul 15, 2024	-4.05% Dec 4, 2024 - Jan 24, 2025

Correlation

Correlation between DGRS and JGH is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2013 - 2026)

DGRS vs JGH dividend yield comparison.

Year	DGRS	JGH
2026	0.65%	4.06%
2025	2.68%	9.82%
2024	2.15%	9.67%
2023	2.36%	10.18%
2022	2.88%	12.05%
2021	2.19%	8.19%
2020	2.32%	7.13%
2019	2.39%	7.53%
2018	2.64%	9.88%
2017	1.90%	8.51%
2016	1.82%	9.61%
2015	2.55%	11.44%
2014	2.07%	0.00%
2013	0.50%	0.00%