DGRS vs PDN
Comparison between WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND (DGRS, ETF) and INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF (PDN, ETF).
5-Year PerformanceDGRS has outperformed PDN, delivering a return of +7.3% compared to +6.8%
DGRS vs PDN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DGRS
$376M
Winner
PDN
$377M
Expense Ratio
Winner
DGRS
0.38%
PDN
0.47%
Max Drawdown
Winner
DGRS
45.69%
PDN
60.08%
Sharpe Ratio
Winner
DGRS
1.35
PDN
1.32
5Y Beta
DGRS
0.87
Winner
PDN
0.69
P/E Ratio
DGRS
23.45
PDN
N/A
Forward P/E
DGRS
12.67
PDN
N/A
5Y Dividends CAGR
DGRS
6.34%
Winner
PDN
18.88%
5Y EPS CAGR
DGRS
11.81%
PDN
N/A
Debt to Equity
DGRS
95.10%
PDN
N/A
P/S Ratio
DGRS
1.09
PDN
N/A
P/B Ratio
DGRS
2.02
PDN
N/A
DGRS vs PDN - Holdings Comparison
DGRS and PDN have 0 common holdings. Overlap is 0.00%
DGRS's top 25 holdings weight is 37.56%. PDN's top 25 holdings weight is 4.79%.
| Rank | DGRS | PDN |
|---|---|---|
| #1 | ARCHROCK INC (AROC) - 2.58% | HANWHA AEROSPACE CO LTD (n/a) - 0.30% |
| #2 | AVNET INC (AVT) - 2.39% | DOOSAN CORP ORDINARY SHARES (n/a) - 0.30% |
| #3 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 2.10% | SUMITOMO PHARMA CO LTD (n/a) - 0.27% |
| #4 | n/a (CRC) - 2.02% | IAMGOLD CORP (n/a) - 0.25% |
| #5 | COHEN & STEERS INC (CNS) - 1.76% | SSR MINING INC (n/a) - 0.22% |
| #6 | CAL-MAINE FOODS INC (CALM) - 1.74% | ELDORADO GOLD CORP (n/a) - 0.22% |
| #7 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 1.60% | KOREA INVESTMENT HOLDINGS CO LTD (n/a) - 0.20% |
| #8 | BANK OF HAWAII CORP (BOH) - 1.50% | ELBIT SYSTEMS LTD (n/a) - 0.20% |
| #9 | CABOT CORP (CBT) - 1.50% | FRESNILLO PLC (n/a) - 0.19% |
| #10 | INTERPARFUMS INC (IPAR) - 1.49% | ALAMOS GOLD INC CLASS A (n/a) - 0.18% |
| #11 | INDEPENDENT BANK CORP (INDB) - 1.47% | HACHIJUNI BANK LTD (n/a) - 0.18% |
| #12 | BUCKLE INC (BKE) - 1.39% | SOLAREDGE TECHNOLOGIES INC (SEDG) - 0.18% |
| #13 | KONTOOR BRANDS INC (KTB) - 1.38% | KINDEN CORP (n/a) - 0.18% |
| #14 | KORN FERRY (KFY) - 1.35% | ASICS CORP (n/a) - 0.18% |
| #15 | FEDERATED HERMES INC CLASS B (FHI) - 1.35% | ASMPT LTD (n/a) - 0.18% |
| #16 | FIRST FINANCIAL BANCORP (FFBC) - 1.33% | CENTERRA GOLD INC (n/a) - 0.17% |
| #17 | FIRST FINANCIAL BANKSHARES INC (FFIN) - 1.29% | OCEANAGOLD CORP (n/a) - 0.17% |
| #18 | CATHAY GENERAL BANCORP (CATY) - 1.27% | n/a (EQX) - 0.17% |
| #19 | COMMUNITY FINANCIAL SYSTEM INC (CBU) - 1.24% | TOWER SEMICONDUCTOR LTD (n/a) - 0.17% |
| #20 | NORTHERN OIL & GAS INC (NOG) - 1.22% | CAMECO CORP (n/a) - 0.17% |
| #21 | FIRST BUSEY CORP (BUSE) - 1.18% | TOHO CO LTD (n/a) - 0.15% |
| #22 | RENASANT CORP (RNST) - 1.14% | BECHTLE AG (n/a) - 0.14% |
| #23 | SENSIENT TECHNOLOGIES CORP (SXT) - 1.11% | PLUS500 LTD (n/a) - 0.14% |
| #24 | SCIENCE APPLICATIONS INTERNATIONAL CORP (SAIC) - 1.09% | CHOW TAI FOOK JEWELLERY GROUP LTD (n/a) - 0.14% |
| #25 | LCI INDUSTRIES INC (LCII) - 1.07% | MITSUI E&S CO LTD (n/a) - 0.14% |
| Total Holdings | 199 | 1787 |
DGRS vs PDN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DGRS
+3.82%
PDN
-1.00%
3M
Winner
DGRS
+10.88%
PDN
+7.09%
6M
Winner
DGRS
+15.58%
PDN
+10.23%
1Y
Winner
DGRS
+28.85%
PDN
+24.96%
5Y(CAGR)
Winner
DGRS
+7.26%
PDN
+6.77%
10Y(CAGR)
Winner
DGRS
+9.94%
PDN
+8.56%
Max(CAGR)
Winner
DGRS
+9.26%
PDN
+5.71%
DGRS vs PDN - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DGRS | PDN |
|---|---|---|
| 2026 | +16.92% | +9.09% |
| 2025 | +0.64% | +38.01% |
| 2024 | +10.63% | +1.90% |
| 2023 | +20.65% | +13.05% |
| 2022 | -13.21% | -17.78% |
| 2021 | +24.72% | +8.57% |
| 2020 | +8.02% | +9.69% |
| 2019 | +23.77% | +18.83% |
| 2018 | -10.85% | -18.83% |
| 2017 | +6.98% | +29.71% |
| 2016 | +33.41% | +8.84% |
| 2015 | -6.30% | +2.02% |
| 2014 | +6.01% | -3.77% |
| 2013 | +14.92% | +19.38% |
| 2012 | N/A | +14.16% |
| 2011 | N/A | -15.10% |
| 2010 | N/A | +14.90% |
| 2009 | N/A | +51.56% |
| 2008 | N/A | -40.50% |
| 2007 | N/A | -4.91% |
DGRS vs PDN Drawdown Comparison
The maximum drawdown for DGRS was -44.82%, occurring on Mar 16, 2020. Recovery took 217 trading sessions.
The maximum drawdown for PDN was -59.30%, occurring on Mar 9, 2009. Recovery took 798 trading sessions.
The current DGRS drawdown is -0.67%. The current PDN drawdown is -2.98%.
| Rank | DGRS | PDN |
|---|---|---|
| #1 | -44.82% Jan 16, 2020 - Nov 24, 2020 | -59.30% Nov 1, 2007 - Jan 3, 2011 |
| #2 | -27.57% Nov 25, 2024 - Feb 4, 2026 | -41.92% Jan 26, 2018 - Dec 15, 2020 |
| #3 | -24.12% Jan 4, 2022 - Dec 14, 2023 | -33.67% Sep 3, 2021 - May 5, 2025 |
| #4 | -22.95% Aug 21, 2018 - Nov 5, 2019 | -24.21% May 2, 2011 - Apr 25, 2013 |
| #5 | -21.01% Jun 23, 2015 - Jul 11, 2016 | -20.59% May 15, 2015 - Feb 10, 2017 |
| #6 | -10.76% Jul 1, 2014 - Nov 12, 2014 | -14.31% Jul 3, 2014 - May 15, 2015 |
| #7 | -9.80% Jun 8, 2021 - Nov 5, 2021 | -11.26% Feb 27, 2026 - May 6, 2026 |
| #8 | -9.28% Jul 31, 2024 - Oct 16, 2024 | -10.18% Feb 7, 2011 - Apr 26, 2011 |
| #9 | -8.90% Feb 6, 2026 - Apr 17, 2026 | -9.84% May 21, 2013 - Aug 2, 2013 |
| #10 | -8.69% Dec 26, 2013 - Apr 1, 2014 | -6.89% Oct 22, 2013 - Feb 24, 2014 |
| #11 | -8.44% Dec 9, 2016 - Sep 27, 2017 | -6.02% Jun 8, 2021 - Sep 2, 2021 |
| #12 | -8.37% Jan 23, 2018 - May 30, 2018 | -5.54% May 8, 2026 - Jun 10, 2026 |
| #13 | -7.35% Nov 16, 2021 - Jan 4, 2022 | -5.04% Oct 27, 2025 - Nov 28, 2025 |
| #14 | -7.07% Mar 12, 2021 - May 6, 2021 | -4.33% Mar 6, 2014 - May 29, 2014 |
| #15 | -6.80% Mar 28, 2024 - Jul 15, 2024 | -4.28% Aug 14, 2013 - Sep 9, 2013 |
Correlation
Correlation between DGRS and PDN is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2007 - 2026)
DGRS vs PDN dividend yield comparison.
| Year | DGRS | PDN |
|---|---|---|
| 2026 | 0.62% | 1.54% |
| 2025 | 2.68% | 3.36% |
| 2024 | 2.15% | 3.36% |
| 2023 | 2.36% | 3.16% |
| 2022 | 2.88% | 2.68% |
| 2021 | 2.19% | 2.42% |
| 2020 | 2.32% | 1.79% |
| 2019 | 2.39% | 2.60% |
| 2018 | 2.64% | 2.21% |
| 2017 | 1.90% | 2.42% |
| 2016 | 1.82% | 2.16% |
| 2015 | 2.55% | 2.06% |
| 2014 | 2.07% | 1.95% |
| 2013 | 0.50% | 2.15% |
| 2012 | 0.00% | 2.31% |
| 2011 | 0.00% | 2.42% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 3.37% |
| 2008 | 0.00% | 2.44% |
| 2007 | 0.00% | 0.14% |
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