DGRW vs FTEC
Comparison between WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF) and FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC, ETF).
5-Year PerformanceFTEC has outperformed DGRW, delivering a return of +20.3% compared to +11.6%
DGRW vs FTEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DGRW
$15B
FTEC
$15B
Expense Ratio
DGRW
0.28%
Winner
FTEC
0.08%
Max Drawdown
Winner
DGRW
32.21%
FTEC
35.36%
Sharpe Ratio
DGRW
1.70
Winner
FTEC
2.21
5Y Beta
Winner
DGRW
0.78
FTEC
1.44
P/E Ratio
Winner
DGRW
26.23
FTEC
40.66
Forward P/E
Winner
DGRW
20.28
FTEC
22.13
PEG Ratio
DGRW
0.35
FTEC
N/A
5Y Dividends CAGR
Winner
DGRW
3.37%
FTEC
2.08%
5Y EPS CAGR
DGRW
23.09%
Winner
FTEC
37.80%
Debt to Equity
Winner
DGRW
-17.81%
FTEC
45.26%
P/S Ratio
Winner
DGRW
3.13
FTEC
6.16
P/B Ratio
Winner
DGRW
5.37
FTEC
8.58
DGRW vs FTEC - Holdings Comparison
DGRW and FTEC have 23 common holdings. Overlap is 20.46%
DGRW's top 25 holdings weight is 56.85%. FTEC's top 25 holdings weight is 73.35%.
| Rank | DGRW | FTEC |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 8.19% | NVIDIA CORP (NVDA) - 19.29% |
| #2 | APPLE INC (AAPL) - 5.36% | APPLE INC (AAPL) - 14.40% |
| #3 | EXXON MOBIL CORP (XOM) - 4.60% | MICROSOFT CORP (MSFT) - 10.07% |
| #4 | NVIDIA CORP (NVDA) - 4.38% | BROADCOM INC (AVGO) - 4.82% |
| #5 | CHEVRON CORP (CVX) - 2.62% | MICRON TECHNOLOGY INC (MU) - 2.58% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.59% | ADVANCED MICRO DEVICES INC (AMD) - 2.38% |
| #7 | WALMART INC (WMT) - 2.52% | INTEL CORP (INTC) - 1.79% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.45% | CISCO SYSTEMS INC (CSCO) - 1.58% |
| #9 | PROCTER & GAMBLE CO (PG) - 2.34% | LAM RESEARCH CORP (LRCX) - 1.46% |
| #10 | MERCK & CO INC (MRK) - 2.33% | n/a (PLTR) - 1.42% |
| #11 | THE HOME DEPOT INC (HD) - 2.28% | APPLIED MATERIALS INC (AMAT) - 1.40% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.28% | ORACLE CORP (ORCL) - 1.26% |
| #13 | CITIGROUP INC (C) - 2.08% | TEXAS INSTRUMENTS INC (TXN) - 1.13% |
| #14 | PEPSICO INC (PEP) - 1.98% | KLA CORP (KLAC) - 1.13% |
| #15 | ELI LILLY AND CO (LLY) - 1.85% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.00% |
| #16 | ORACLE CORP (ORCL) - 1.65% | ANALOG DEVICES INC (ADI) - 0.90% |
| #17 | MCDONALD'S CORP (MCD) - 1.63% | ARISTA NETWORKS INC (ANET) - 0.86% |
| #18 | META PLATFORMS INC CLASS A (META) - 1.45% | AMPHENOL CORP CLASS A (APH) - 0.84% |
| #19 | GILEAD SCIENCES INC (GILD) - 1.44% | SALESFORCE INC (CRM) - 0.80% |
| #20 | VISA INC CLASS A (V) - 1.31% | QUALCOMM INC (QCOM) - 0.77% |
| #21 | CSX CORP (CSX) - 0.32% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.73% |
| #22 | HCA HEALTHCARE INC (HCA) - 0.32% | PALO ALTO NETWORKS INC (PANW) - 0.70% |
| #23 | SYSCO CORP (SYY) - 0.30% | MARVELL TECHNOLOGY INC (MRVL) - 0.70% |
| #24 | FASTENAL CO (FAST) - 0.29% | WESTERN DIGITAL CORP (WDC) - 0.69% |
| #25 | ROCKWELL AUTOMATION INC (ROK) - 0.29% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.65% |
| Total Holdings | 261 | 286 |
DGRW vs FTEC - Historical Returns
Returns include dividend reinvestment.
1M
DGRW
+5.09%
Winner
FTEC
+21.75%
3M
DGRW
+1.94%
Winner
FTEC
+19.86%
6M
DGRW
+8.49%
Winner
FTEC
+18.53%
1Y
DGRW
+22.57%
Winner
FTEC
+58.69%
5Y(CAGR)
DGRW
+11.55%
Winner
FTEC
+20.31%
10Y(CAGR)
DGRW
+14.08%
Winner
FTEC
+24.98%
Max(CAGR)
DGRW
+13.10%
Winner
FTEC
+21.99%
DGRW vs FTEC - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | DGRW | FTEC |
|---|---|---|
| 2026 | +6.24% | +19.15% |
| 2025 | +12.51% | +22.06% |
| 2024 | +17.15% | +32.96% |
| 2023 | +18.95% | +54.74% |
| 2022 | -6.36% | -30.18% |
| 2021 | +26.32% | +32.61% |
| 2020 | +13.29% | +43.28% |
| 2019 | +29.68% | +48.60% |
| 2018 | -5.82% | -1.75% |
| 2017 | +26.25% | +35.91% |
| 2016 | +13.75% | +16.07% |
| 2015 | +0.16% | +5.48% |
| 2014 | +14.82% | +19.53% |
| 2013 | +13.18% | +8.30% |
DGRW vs FTEC Drawdown Comparison
The maximum drawdown for DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for FTEC was -34.95%, occurring on Oct 14, 2022. Recovery took 478 trading sessions.
The current DGRW drawdown is -0.21%.
| Rank | DGRW | FTEC |
|---|---|---|
| #1 | -32.03% Jan 17, 2020 - Aug 10, 2020 | -34.95% Dec 27, 2021 - Nov 20, 2023 |
| #2 | -18.64% Sep 21, 2018 - Apr 15, 2019 | -31.88% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -17.27% Jan 4, 2022 - Jun 12, 2023 | -27.30% Dec 16, 2024 - Jun 25, 2025 |
| #4 | -16.22% Nov 8, 2024 - Jul 3, 2025 | -24.11% Aug 29, 2018 - Mar 21, 2019 |
| #5 | -13.17% May 21, 2015 - Apr 13, 2016 | -16.41% Dec 4, 2015 - Jul 18, 2016 |
| #6 | -11.07% Jan 26, 2018 - Aug 29, 2018 | -16.26% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -9.92% Jul 25, 2023 - Dec 11, 2023 | -15.24% Jul 10, 2024 - Oct 14, 2024 |
| #8 | -8.30% Feb 11, 2026 - Apr 17, 2026 | -14.00% May 27, 2015 - Oct 23, 2015 |
| #9 | -7.73% Apr 23, 2019 - Jul 3, 2019 | -12.33% Sep 2, 2020 - Dec 1, 2020 |
| #10 | -7.64% Oct 12, 2020 - Nov 10, 2020 | -10.81% Feb 12, 2021 - Apr 9, 2021 |
| #11 | -7.19% Sep 2, 2020 - Oct 12, 2020 | -10.71% May 3, 2019 - Jul 1, 2019 |
| #12 | -7.06% Dec 31, 2013 - Mar 4, 2014 | -10.30% Jan 26, 2018 - Feb 26, 2018 |
| #13 | -6.54% Sep 19, 2014 - Oct 31, 2014 | -9.70% Mar 12, 2018 - Jun 1, 2018 |
| #14 | -6.26% Jul 16, 2024 - Aug 19, 2024 | -9.41% Mar 7, 2024 - May 15, 2024 |
| #15 | -6.19% Jul 29, 2019 - Sep 11, 2019 | -9.33% Apr 26, 2021 - Jun 22, 2021 |
Correlation
Correlation between DGRW and FTEC is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2013 - 2026)
DGRW vs FTEC dividend yield comparison.
| Year | DGRW | FTEC |
|---|---|---|
| 2026 | 0.34% | 0.08% |
| 2025 | 1.43% | 0.43% |
| 2024 | 1.55% | 0.49% |
| 2023 | 1.74% | 0.77% |
| 2022 | 2.15% | 0.93% |
| 2021 | 1.78% | 0.63% |
| 2020 | 1.93% | 0.83% |
| 2019 | 2.20% | 1.03% |
| 2018 | 2.42% | 1.20% |
| 2017 | 1.71% | 0.96% |
| 2016 | 2.13% | 1.25% |
| 2015 | 2.18% | 1.27% |
| 2014 | 1.79% | 1.09% |
| 2013 | 1.05% | 0.18% |
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