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 +11.9% compared to +10.2%
DGRW vs DFAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DGRW
$16B
DFAI
$16B
Expense Ratio
DGRW
0.28%
Winner
DFAI
0.18%
Max Drawdown
DGRW
32.21%
Winner
DFAI
29.49%
Sharpe Ratio
DGRW
1.66
Winner
DFAI
1.74
5Y Beta
DGRW
0.78
Winner
DFAI
0.69
P/E Ratio
DGRW
26.23
DFAI
N/A
Forward P/E
DGRW
19.88
DFAI
N/A
PEG Ratio
DGRW
0.35
DFAI
N/A
5Y Dividends CAGR
DGRW
3.37%
Winner
DFAI
58.15%
5Y EPS CAGR
DGRW
23.09%
DFAI
N/A
Debt to Equity
DGRW
-17.81%
DFAI
N/A
P/S Ratio
DGRW
3.05
DFAI
N/A
P/B Ratio
DGRW
5.37
DFAI
N/A
DGRW vs DFAI - Holdings Comparison
DGRW and DFAI have 0 common holdings. Overlap is 0.00%
DGRW's top 25 holdings weight is 56.85%. DFAI's top 25 holdings weight is 17.10%.
| Rank | DGRW | DFAI |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 8.19% | ASML HOLDING NV ADR (ASML) - 1.34% |
| #2 | APPLE INC (AAPL) - 5.36% | HSBC HOLDINGS PLC (n/a) - 1.03% |
| #3 | EXXON MOBIL CORP (XOM) - 4.60% | ROCHE HOLDING AG (n/a) - 1.02% |
| #4 | NVIDIA CORP (NVDA) - 4.38% | ASTRAZENECA PLC (n/a) - 0.96% |
| #5 | CHEVRON CORP (CVX) - 2.62% | ROYAL BANK OF CANADA (n/a) - 0.92% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.59% | SHELL PLC (n/a) - 0.91% |
| #7 | WALMART INC (WMT) - 2.52% | NESTLE SA (n/a) - 0.87% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.45% | SAP SE (n/a) - 0.72% |
| #9 | PROCTER & GAMBLE CO (PG) - 2.34% | NOVARTIS AG ADR (NVS) - 0.70% |
| #10 | MERCK & CO INC (MRK) - 2.33% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.69% |
| #11 | THE HOME DEPOT INC (HD) - 2.28% | TOYOTA MOTOR CORP (n/a) - 0.68% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.28% | SONY GROUP CORP (n/a) - 0.66% |
| #13 | CITIGROUP INC (C) - 2.08% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.62% |
| #14 | PEPSICO INC (PEP) - 1.98% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.58% |
| #15 | ELI LILLY AND CO (LLY) - 1.85% | SIEMENS AG (n/a) - 0.57% |
| #16 | ORACLE CORP (ORCL) - 1.65% | NOVO NORDISK AS CLASS B (n/a) - 0.56% |
| #17 | MCDONALD'S CORP (MCD) - 1.63% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.53% |
| #18 | META PLATFORMS INC CLASS A (META) - 1.45% | HITACHI LTD (n/a) - 0.50% |
| #19 | GILEAD SCIENCES INC (GILD) - 1.44% | TOTALENERGIES SE (TTE) - 0.48% |
| #20 | VISA INC CLASS A (V) - 1.31% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.48% |
| #21 | CSX CORP (CSX) - 0.32% | DEUTSCHE TELEKOM AG (n/a) - 0.48% |
| #22 | HCA HEALTHCARE INC (HCA) - 0.32% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.47% |
| #23 | SYSCO CORP (SYY) - 0.30% | SAFRAN SA (n/a) - 0.46% |
| #24 | FASTENAL CO (FAST) - 0.29% | ALLIANZ SE (n/a) - 0.44% |
| #25 | ROCKWELL AUTOMATION INC (ROK) - 0.29% | BARCLAYS PLC (n/a) - 0.43% |
| Total Holdings | 261 | 2659 |
DGRW vs DFAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DGRW
+5.18%
DFAI
+1.66%
3M
Winner
DGRW
+1.81%
DFAI
-0.28%
6M
DGRW
+6.78%
Winner
DFAI
+12.87%
1Y
DGRW
+19.56%
Winner
DFAI
+29.49%
5Y(CAGR)
Winner
DGRW
+11.86%
DFAI
+10.20%
10Y(CAGR)
DGRW
+14.07%
DFAI
N/A
Max(CAGR)
Winner
DGRW
+13.09%
DFAI
+12.45%
DGRW vs DFAI - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | DGRW | DFAI |
|---|---|---|
| 2026 | +6.27% | +8.36% |
| 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 -0.19%. The current DFAI drawdown is -1.28%.
| 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 - Mar 20, 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 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2013 - 2026)
DGRW vs DFAI dividend yield comparison.
| Year | DGRW | DFAI |
|---|---|---|
| 2026 | 0.34% | 0.24% |
| 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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