DGRW vs AVLV
Comparison between WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF) and AVANTIS U.S. LARGE CAP VALUE ETF (AVLV, ETF).
5-Year PerformanceAVLV has outperformed DGRW, delivering a return of +14.8% compared to +11.5%
DGRW vs AVLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DGRW
$17B
Winner
AVLV
$17B
Expense Ratio
DGRW
0.28%
Winner
AVLV
0.15%
Max Drawdown
DGRW
32.21%
Winner
AVLV
20.18%
Sharpe Ratio
DGRW
1.02
Winner
AVLV
2.20
5Y Beta
Winner
DGRW
0.78
AVLV
0.87
P/E Ratio
DGRW
25.77
Winner
AVLV
21.56
Forward P/E
DGRW
19.67
Winner
AVLV
15.51
PEG Ratio
DGRW
0.70
Winner
AVLV
0.31
5Y Dividends CAGR
DGRW
5.26%
AVLV
N/A
5Y EPS CAGR
Winner
DGRW
22.35%
AVLV
18.80%
Debt to Equity
DGRW
-54.44%
AVLV
N/A
P/S Ratio
DGRW
3.02
Winner
AVLV
1.98
P/B Ratio
DGRW
5.36
Winner
AVLV
3.76
DGRW vs AVLV - Holdings Comparison
DGRW and AVLV have 64 common holdings. Overlap is 13.01%
DGRW's top 25 holdings weight is 56.85%. AVLV's top 25 holdings weight is 40.10%.
| Rank | DGRW | AVLV |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 8.19% | APPLE INC (AAPL) - 3.12% |
| #2 | APPLE INC (AAPL) - 5.36% | AMAZON.COM INC (AMZN) - 2.82% |
| #3 | EXXON MOBIL CORP (XOM) - 4.60% | META PLATFORMS INC CLASS A (META) - 2.76% |
| #4 | NVIDIA CORP (NVDA) - 4.38% | MICRON TECHNOLOGY INC (MU) - 2.76% |
| #5 | CHEVRON CORP (CVX) - 2.62% | JPMORGAN CHASE & CO (JPM) - 2.25% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.59% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.18% |
| #7 | WALMART INC (WMT) - 2.52% | COSTCO WHOLESALE CORP (COST) - 2.13% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.45% | MICROSOFT CORP (MSFT) - 1.94% |
| #9 | PROCTER & GAMBLE CO (PG) - 2.34% | QUALCOMM INC (QCOM) - 1.73% |
| #10 | MERCK & CO INC (MRK) - 2.33% | UNION PACIFIC CORP (UNP) - 1.70% |
| #11 | THE HOME DEPOT INC (HD) - 2.28% | MORGAN STANLEY (MS) - 1.63% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.28% | THE GOLDMAN SACHS GROUP INC (GS) - 1.60% |
| #13 | CITIGROUP INC (C) - 2.08% | CATERPILLAR INC (CAT) - 1.51% |
| #14 | PEPSICO INC (PEP) - 1.98% | VERIZON COMMUNICATIONS INC (VZ) - 1.51% |
| #15 | ELI LILLY AND CO (LLY) - 1.85% | NETFLIX INC (NFLX) - 1.50% |
| #16 | ORACLE CORP (ORCL) - 1.65% | TJX COMPANIES INC (TJX) - 1.41% |
| #17 | MCDONALD'S CORP (MCD) - 1.63% | LAM RESEARCH CORP (LRCX) - 1.40% |
| #18 | META PLATFORMS INC CLASS A (META) - 1.45% | MERCK & CO INC (MRK) - 1.26% |
| #19 | GILEAD SCIENCES INC (GILD) - 1.44% | DEERE & CO (DE) - 1.25% |
| #20 | VISA INC CLASS A (V) - 1.31% | CONOCOPHILLIPS (COP) - 1.22% |
| #21 | CSX CORP (CSX) - 0.32% | CARNIVAL CORPORATION LTD (CCL) - 0.51% |
| #22 | HCA HEALTHCARE INC (HCA) - 0.32% | APPLIED MATERIALS INC (AMAT) - 0.49% |
| #23 | SYSCO CORP (SYY) - 0.30% | PRUDENTIAL FINANCIAL INC (PRU) - 0.48% |
| #24 | FASTENAL CO (FAST) - 0.29% | DIAMONDBACK ENERGY INC (FANG) - 0.47% |
| #25 | ROCKWELL AUTOMATION INC (ROK) - 0.29% | FREEPORT-MCMORAN INC (FCX) - 0.47% |
| Total Holdings | 261 | 235 |
DGRW vs AVLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DGRW
+0.65%
AVLV
+0.52%
3M
DGRW
+3.12%
Winner
AVLV
+8.64%
6M
DGRW
+6.75%
Winner
AVLV
+16.39%
1Y
DGRW
+14.63%
Winner
AVLV
+35.44%
5Y(CAGR)
DGRW
+11.50%
Winner
AVLV
+14.80%
10Y(CAGR)
DGRW
+13.60%
AVLV
N/A
Max(CAGR)
DGRW
+13.00%
Winner
AVLV
+14.80%
DGRW vs AVLV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | DGRW | AVLV |
|---|---|---|
| 2026 | +7.67% | +20.67% |
| 2025 | +12.51% | +15.23% |
| 2024 | +17.15% | +17.75% |
| 2023 | +18.95% | +18.28% |
| 2022 | -6.36% | -5.87% |
| 2021 | +26.32% | +5.92% |
| 2020 | +13.29% | N/A |
| 2019 | +29.68% | N/A |
| 2018 | -5.82% | N/A |
| 2017 | +26.25% | N/A |
| 2016 | +13.75% | N/A |
| 2015 | +0.16% | N/A |
| 2014 | +14.82% | N/A |
| 2013 | +13.18% | N/A |
DGRW vs AVLV Drawdown Comparison
The maximum drawdown for DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for AVLV was -19.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current DGRW drawdown is -1.78%.
| Rank | DGRW | AVLV |
|---|---|---|
| #1 | -32.03% Jan 17, 2020 - Aug 10, 2020 | -19.50% Nov 29, 2024 - Jul 25, 2025 |
| #2 | -18.64% Sep 21, 2018 - Apr 15, 2019 | -19.33% Mar 29, 2022 - Feb 2, 2023 |
| #3 | -17.27% Jan 4, 2022 - Jun 12, 2023 | -10.75% Feb 7, 2023 - Jul 12, 2023 |
| #4 | -16.22% Nov 8, 2024 - Jul 3, 2025 | -10.45% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -13.17% May 21, 2015 - Apr 13, 2016 | -8.47% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -11.07% Jan 26, 2018 - Aug 29, 2018 | -8.39% Jan 4, 2022 - Mar 25, 2022 |
| #7 | -9.92% Jul 25, 2023 - Dec 11, 2023 | -6.39% Feb 20, 2026 - Apr 14, 2026 |
| #8 | -8.30% Feb 11, 2026 - Apr 17, 2026 | -5.48% Mar 28, 2024 - Jul 12, 2024 |
| #9 | -7.73% Apr 23, 2019 - Jul 3, 2019 | -4.99% Nov 23, 2021 - Jan 3, 2022 |
| #10 | -7.64% Oct 12, 2020 - Nov 10, 2020 | -4.22% Nov 12, 2025 - Nov 26, 2025 |
| #11 | -7.19% Sep 2, 2020 - Oct 12, 2020 | -3.51% Oct 3, 2025 - Oct 24, 2025 |
| #12 | -7.06% Dec 31, 2013 - Mar 4, 2014 | -3.17% Sep 27, 2021 - Oct 15, 2021 |
| #13 | -6.54% Sep 19, 2014 - Oct 31, 2014 | -2.95% Jul 25, 2025 - Aug 12, 2025 |
| #14 | -6.26% Jul 16, 2024 - Aug 19, 2024 | -2.79% Dec 27, 2023 - Jan 25, 2024 |
| #15 | -6.19% Jul 29, 2019 - Sep 11, 2019 | -2.32% Dec 11, 2025 - Dec 24, 2025 |
Correlation
Correlation between DGRW and AVLV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2013 - 2026)
DGRW vs AVLV dividend yield comparison.
| Year | DGRW | AVLV |
|---|---|---|
| 2026 | 0.56% | 0.56% |
| 2025 | 1.43% | 1.33% |
| 2024 | 1.55% | 1.58% |
| 2023 | 1.74% | 1.85% |
| 2022 | 2.15% | 2.00% |
| 2021 | 1.78% | 0.29% |
| 2020 | 1.93% | 0.00% |
| 2019 | 2.20% | 0.00% |
| 2018 | 2.42% | 0.00% |
| 2017 | 1.71% | 0.00% |
| 2016 | 2.13% | 0.00% |
| 2015 | 2.18% | 0.00% |
| 2014 | 1.79% | 0.00% |
| 2013 | 1.05% | 0.00% |
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