DGRS vs PAPI
Comparison between WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND (DGRS, ETF) and PARAMETRIC EQUITY PREMIUM INCOME ETF (PAPI, ETF).
DGRS vs PAPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DGRS
$400M
PAPI
$400M
Expense Ratio
DGRS
0.38%
Winner
PAPI
0.29%
Max Drawdown
DGRS
45.69%
Winner
PAPI
16.74%
Sharpe Ratio
Winner
DGRS
1.26
PAPI
1.10
5Y Beta
DGRS
0.87
Winner
PAPI
0.41
P/E Ratio
DGRS
23.33
Winner
PAPI
21.56
Forward P/E
Winner
DGRS
13.06
PAPI
15.44
PEG Ratio
DGRS
N/A
PAPI
0.52
5Y Dividends CAGR
DGRS
8.49%
PAPI
N/A
5Y EPS CAGR
Winner
DGRS
12.26%
PAPI
7.38%
Debt to Equity
DGRS
97.43%
Winner
PAPI
0.49%
P/S Ratio
Winner
DGRS
1.15
PAPI
1.28
P/B Ratio
Winner
DGRS
2.09
PAPI
2.50
DGRS vs PAPI - Holdings Comparison
DGRS and PAPI have 9 common holdings. Overlap is 4.64%
DGRS's top 25 holdings weight is 37.40%. PAPI's top 25 holdings weight is 17.21%.
| Rank | DGRS | PAPI |
|---|---|---|
| #1 | ARCHROCK INC (AROC) - 2.59% | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.12% |
| #2 | AVNET INC (AVT) - 2.24% | CISCO SYSTEMS INC (CSCO) - 0.76% |
| #3 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 2.04% | CORNING INC (GLW) - 0.75% |
| #4 | CAL-MAINE FOODS INC (CALM) - 1.79% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.74% |
| #5 | INTERPARFUMS INC (IPAR) - 1.77% | ROYALTY PHARMA PLC CLASS A (RPRX) - 0.74% |
| #6 | COHEN & STEERS INC (CNS) - 1.76% | TD SYNNEX CORP (SNX) - 0.74% |
| #7 | n/a (CRC) - 1.71% | TEXAS INSTRUMENTS INC (TXN) - 0.72% |
| #8 | BANK OF HAWAII CORP (BOH) - 1.54% | VALERO ENERGY CORP (VLO) - 0.69% |
| #9 | CABOT CORP (CBT) - 1.52% | AVNET INC (AVT) - 0.68% |
| #10 | KONTOOR BRANDS INC (KTB) - 1.51% | BEST BUY CO INC (BBY) - 0.67% |
| #11 | INDEPENDENT BANK CORP (INDB) - 1.48% | TARGET CORP (TGT) - 0.67% |
| #12 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 1.41% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.66% |
| #13 | FIRST FINANCIAL BANCORP (FFBC) - 1.41% | HF SINCLAIR CORP (DINO) - 0.66% |
| #14 | FIRST FINANCIAL BANKSHARES INC (FFIN) - 1.32% | MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 0.66% |
| #15 | FEDERATED HERMES INC CLASS B (FHI) - 1.30% | INTERNATIONAL SEAWAYS INC (INSW) - 0.66% |
| #16 | BUCKLE INC (BKE) - 1.29% | n/a (REYN) - 0.65% |
| #17 | CATHAY GENERAL BANCORP (CATY) - 1.29% | CUMMINS INC (CMI) - 0.65% |
| #18 | COMMUNITY FINANCIAL SYSTEM INC (CBU) - 1.26% | CHEMED CORP (CHE) - 0.64% |
| #19 | KORN FERRY (KFY) - 1.25% | MANPOWERGROUP INC (MAN) - 0.64% |
| #20 | SILGAN HOLDINGS INC (SLGN) - 1.20% | INTERPARFUMS INC (IPAR) - 0.63% |
| #21 | FIRST BUSEY CORP (BUSE) - 1.20% | AUTOMATIC DATA PROCESSING INC (ADP) - 0.63% |
| #22 | LCI INDUSTRIES INC (LCII) - 1.19% | ABBVIE INC (ABBV) - 0.62% |
| #23 | RENASANT CORP (RNST) - 1.14% | POWER INTEGRATIONS INC (POWI) - 0.61% |
| #24 | SENSIENT TECHNOLOGIES CORP (SXT) - 1.12% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 0.61% |
| #25 | THE CHEESECAKE FACTORY INC (CAKE) - 1.07% | ANALOG DEVICES INC (ADI) - 0.61% |
| Total Holdings | 198 | 193 |
DGRS vs PAPI - Historical Returns
Returns include dividend reinvestment.
1M
DGRS
+3.24%
Winner
PAPI
+4.49%
3M
Winner
DGRS
+6.73%
PAPI
+4.49%
6M
Winner
DGRS
+11.86%
PAPI
+5.25%
1Y
Winner
DGRS
+27.68%
PAPI
+16.05%
5Y(CAGR)
DGRS
+8.53%
PAPI
N/A
10Y(CAGR)
DGRS
+9.72%
PAPI
N/A
Max(CAGR)
DGRS
+9.47%
Winner
PAPI
+11.57%
DGRS vs PAPI - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | DGRS | PAPI |
|---|---|---|
| 2026 | +20.71% | +10.04% |
| 2025 | +0.64% | +6.57% |
| 2024 | +10.63% | +8.40% |
| 2023 | +20.65% | +5.35% |
| 2022 | -13.21% | N/A |
| 2021 | +24.72% | N/A |
| 2020 | +8.02% | N/A |
| 2019 | +23.77% | N/A |
| 2018 | -10.85% | N/A |
| 2017 | +6.98% | N/A |
| 2016 | +33.41% | N/A |
| 2015 | -6.30% | N/A |
| 2014 | +6.01% | N/A |
| 2013 | +14.92% | N/A |
DGRS vs PAPI Drawdown Comparison
The maximum drawdown for DGRS was -44.82%, occurring on Mar 16, 2020. Recovery took 217 trading sessions.
The maximum drawdown for PAPI was -14.28%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current DGRS drawdown is -1.06%. The current PAPI drawdown is -0.79%.
| Rank | DGRS | PAPI |
|---|---|---|
| #1 | -44.82% Jan 16, 2020 - Nov 24, 2020 | -14.28% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -27.57% Nov 25, 2024 - Feb 4, 2026 | -6.87% Mar 2, 2026 - Jul 16, 2026 |
| #3 | -24.12% Jan 4, 2022 - Dec 14, 2023 | -4.39% Mar 28, 2024 - May 17, 2024 |
| #4 | -22.95% Aug 21, 2018 - Nov 5, 2019 | -4.17% Jul 30, 2024 - Aug 29, 2024 |
| #5 | -21.01% Jun 23, 2015 - Jul 11, 2016 | -3.89% May 17, 2024 - Jul 16, 2024 |
| #6 | -10.76% Jul 1, 2014 - Nov 12, 2014 | -3.03% Oct 18, 2024 - Nov 21, 2024 |
| #7 | -9.80% Jun 8, 2021 - Nov 5, 2021 | -2.96% Oct 19, 2023 - Nov 3, 2023 |
| #8 | -9.28% Jul 31, 2024 - Oct 16, 2024 | -2.55% Jan 2, 2024 - Feb 21, 2024 |
| #9 | -8.90% Feb 6, 2026 - Apr 17, 2026 | -2.46% Aug 30, 2024 - Sep 24, 2024 |
| #10 | -8.69% Dec 26, 2013 - Apr 1, 2014 | -2.36% Nov 3, 2023 - Nov 30, 2023 |
| #11 | -8.44% Dec 9, 2016 - Sep 27, 2017 | -1.66% Jul 17, 2024 - Jul 26, 2024 |
| #12 | -8.37% Jan 23, 2018 - May 30, 2018 | -1.51% Dec 15, 2025 - Jan 6, 2026 |
| #13 | -7.35% Nov 16, 2021 - Jan 4, 2022 | -1.30% Feb 11, 2026 - Feb 27, 2026 |
| #14 | -7.07% Mar 12, 2021 - May 6, 2021 | -1.18% Jan 15, 2026 - Jan 21, 2026 |
| #15 | -6.80% Mar 28, 2024 - Jul 15, 2024 | -1.01% Dec 14, 2023 - Dec 22, 2023 |
Correlation
Correlation between DGRS and PAPI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2013 - 2026)
DGRS vs PAPI dividend yield comparison.
| Year | DGRS | PAPI |
|---|---|---|
| 2026 | 0.87% | 3.92% |
| 2025 | 2.68% | 7.59% |
| 2024 | 2.15% | 7.07% |
| 2023 | 2.36% | 1.45% |
| 2022 | 2.88% | 0.00% |
| 2021 | 2.19% | 0.00% |
| 2020 | 2.32% | 0.00% |
| 2019 | 2.39% | 0.00% |
| 2018 | 2.64% | 0.00% |
| 2017 | 1.90% | 0.00% |
| 2016 | 1.82% | 0.00% |
| 2015 | 2.55% | 0.00% |
| 2014 | 2.07% | 0.00% |
| 2013 | 0.50% | 0.00% |
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