DGRW vs DFAI
Comparison between WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF) and DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI, ETF).
5-Year PerformanceDGRW has outperformed DFAI, delivering a return of +11.5% compared to +10.3%
DGRW vs DFAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DGRW
$17B
Winner
DFAI
$17B
Expense Ratio
DGRW
0.28%
Winner
DFAI
0.18%
Max Drawdown
DGRW
32.21%
Winner
DFAI
29.49%
Sharpe Ratio
DGRW
1.02
Winner
DFAI
1.30
5Y Beta
DGRW
0.78
Winner
DFAI
0.70
P/E Ratio
DGRW
25.77
DFAI
N/A
Forward P/E
DGRW
19.67
DFAI
N/A
PEG Ratio
DGRW
0.70
DFAI
N/A
5Y Dividends CAGR
DGRW
5.26%
Winner
DFAI
34.54%
5Y EPS CAGR
DGRW
22.35%
DFAI
N/A
Debt to Equity
DGRW
-54.44%
DFAI
N/A
P/S Ratio
DGRW
3.02
DFAI
N/A
P/B Ratio
DGRW
5.36
DFAI
N/A
DGRW vs DFAI - Holdings Comparison
DGRW and DFAI have 1 common holdings. Overlap is 0.02%
DGRW's top 25 holdings weight is 56.85%. DFAI's top 25 holdings weight is 16.96%.
| Rank | DGRW | DFAI |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 8.19% | ASML HOLDING NV ADR (ASML) - 1.54% |
| #2 | APPLE INC (AAPL) - 5.36% | HSBC HOLDINGS PLC (n/a) - 1.03% |
| #3 | EXXON MOBIL CORP (XOM) - 4.60% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.98% |
| #4 | NVIDIA CORP (NVDA) - 4.38% | SHELL PLC (n/a) - 0.98% |
| #5 | CHEVRON CORP (CVX) - 2.62% | ASTRAZENECA PLC (AZN:XLON) - 0.92% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.59% | ROYAL BANK OF CANADA (n/a) - 0.91% |
| #7 | WALMART INC (WMT) - 2.52% | NESTLE SA (n/a) - 0.85% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.45% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.67% |
| #9 | PROCTER & GAMBLE CO (PG) - 2.34% | TOTALENERGIES SE (TTE:XPAR) - 0.63% |
| #10 | MERCK & CO INC (MRK) - 2.33% | NOVARTIS AG ADR (NVS) - 0.62% |
| #11 | THE HOME DEPOT INC (HD) - 2.28% | BHP GROUP LTD (n/a) - 0.61% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.28% | TOYOTA MOTOR CORP (n/a) - 0.60% |
| #13 | CITIGROUP INC (C) - 2.08% | SIEMENS AG (n/a) - 0.58% |
| #14 | PEPSICO INC (PEP) - 1.98% | FUJIKURA LTD (n/a) - 0.56% |
| #15 | ELI LILLY AND CO (LLY) - 1.85% | TOKYO ELECTRON LTD (n/a) - 0.56% |
| #16 | ORACLE CORP (ORCL) - 1.65% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.54% |
| #17 | MCDONALD'S CORP (MCD) - 1.63% | BP PLC (n/a) - 0.52% |
| #18 | META PLATFORMS INC CLASS A (META) - 1.45% | SONY GROUP CORP (n/a) - 0.51% |
| #19 | GILEAD SCIENCES INC (GILD) - 1.44% | ADVANTEST CORP (n/a) - 0.50% |
| #20 | VISA INC CLASS A (V) - 1.31% | DEUTSCHE TELEKOM AG (n/a) - 0.49% |
| #21 | CSX CORP (CSX) - 0.32% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.48% |
| #22 | HCA HEALTHCARE INC (HCA) - 0.32% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.48% |
| #23 | SYSCO CORP (SYY) - 0.30% | NOVO NORDISK AS CLASS B (n/a) - 0.48% |
| #24 | FASTENAL CO (FAST) - 0.29% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.47% |
| #25 | ROCKWELL AUTOMATION INC (ROK) - 0.29% | THE TORONTO-DOMINION BANK (TD) - 0.45% |
| Total Holdings | 261 | 2647 |
DGRW vs DFAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DGRW
+0.65%
DFAI
+0.00%
3M
DGRW
+3.12%
Winner
DFAI
+3.32%
6M
DGRW
+6.75%
Winner
DFAI
+6.85%
1Y
DGRW
+14.63%
Winner
DFAI
+23.58%
5Y(CAGR)
Winner
DGRW
+11.50%
DFAI
+10.31%
10Y(CAGR)
DGRW
+13.60%
DFAI
N/A
Max(CAGR)
Winner
DGRW
+13.00%
DFAI
+12.19%
DGRW vs DFAI - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | DGRW | DFAI |
|---|---|---|
| 2026 | +7.67% | +9.46% |
| 2025 | +12.51% | +34.39% |
| 2024 | +17.15% | +5.79% |
| 2023 | +18.95% | +16.79% |
| 2022 | -6.36% | -13.31% |
| 2021 | +26.32% | +13.35% |
| 2020 | +13.29% | +6.13% |
| 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 DFAI Drawdown Comparison
The maximum drawdown for DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for DFAI was -27.42%, occurring on Sep 27, 2022. Recovery took 536 trading sessions.
The current DGRW drawdown is -1.78%. The current DFAI drawdown is -0.93%.
| Rank | DGRW | DFAI |
|---|---|---|
| #1 | -32.03% Jan 17, 2020 - Aug 10, 2020 | -27.42% Nov 8, 2021 - Dec 27, 2023 |
| #2 | -18.64% Sep 21, 2018 - Apr 15, 2019 | -13.26% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -17.27% Jan 4, 2022 - Jun 12, 2023 | -10.95% Feb 25, 2026 - Jul 6, 2026 |
| #4 | -16.22% Nov 8, 2024 - Jul 3, 2025 | -9.23% Sep 26, 2024 - Mar 5, 2025 |
| #5 | -13.17% May 21, 2015 - Apr 13, 2016 | -7.15% Jul 12, 2024 - Aug 19, 2024 |
| #6 | -11.07% Jan 26, 2018 - Aug 29, 2018 | -5.71% Jun 15, 2021 - Sep 2, 2021 |
| #7 | -9.92% Jul 25, 2023 - Dec 11, 2023 | -5.05% Sep 3, 2021 - Nov 3, 2021 |
| #8 | -8.30% Feb 11, 2026 - Apr 17, 2026 | -4.88% Nov 12, 2025 - Dec 4, 2025 |
| #9 | -7.73% Apr 23, 2019 - Jul 3, 2019 | -4.43% Mar 27, 2024 - May 9, 2024 |
| #10 | -7.64% Oct 12, 2020 - Nov 10, 2020 | -4.16% Jan 8, 2021 - Feb 8, 2021 |
| #11 | -7.19% Sep 2, 2020 - Oct 12, 2020 | -3.98% Jul 23, 2025 - Aug 13, 2025 |
| #12 | -7.06% Dec 31, 2013 - Mar 4, 2014 | -3.70% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -6.54% Sep 19, 2014 - Oct 31, 2014 | -3.43% Jun 6, 2024 - Jul 11, 2024 |
| #14 | -6.26% Jul 16, 2024 - Aug 19, 2024 | -3.31% Dec 27, 2023 - Feb 1, 2024 |
| #15 | -6.19% Jul 29, 2019 - Sep 11, 2019 | -3.31% May 7, 2021 - May 24, 2021 |
Correlation
Correlation between DGRW and DFAI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2013 - 2026)
DGRW vs DFAI dividend yield comparison.
| Year | DGRW | DFAI |
|---|---|---|
| 2026 | 0.56% | 1.38% |
| 2025 | 1.43% | 2.45% |
| 2024 | 1.55% | 2.72% |
| 2023 | 1.74% | 2.64% |
| 2022 | 2.15% | 2.72% |
| 2021 | 1.78% | 2.06% |
| 2020 | 1.93% | 0.09% |
| 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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