DGRW vs IWY

Comparison between WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF) and ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF).

5-Year PerformanceIWY has outperformed DGRW, delivering a return of +16.4% compared to +11.9%

DGRW vs IWY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DGRW(ETF)	IWY(ETF)
Net Assets	$16B	$17B
Expense Ratio	0.28%	0.20%
Max Drawdown	32.21%	33.06%
Sharpe Ratio	1.66	1.64
5Y Beta	0.78	1.20
P/E Ratio	26.23	35.40
Forward P/E	19.88	27.62
PEG Ratio	0.35	0.61
5Y Dividends CAGR	3.37%	4.97%
5Y EPS CAGR	23.09%	35.86%
Debt to Equity	-17.81%	18.87%
P/S Ratio	3.05	7.21
P/B Ratio	5.37	13.15

Net Assets

DGRW

$16B

Winner

IWY

$17B

Expense Ratio

DGRW

0.28%

Winner

IWY

0.20%

Max Drawdown

Winner

DGRW

32.21%

IWY

33.06%

Sharpe Ratio

Winner

DGRW

1.66

IWY

1.64

5Y Beta

Winner

DGRW

0.78

IWY

1.20

P/E Ratio

Winner

DGRW

26.23

IWY

35.40

Forward P/E

Winner

DGRW

19.88

IWY

27.62

PEG Ratio

Winner

DGRW

0.35

IWY

0.61

5Y Dividends CAGR

DGRW

3.37%

Winner

IWY

4.97%

5Y EPS CAGR

DGRW

23.09%

Winner

IWY

35.86%

Debt to Equity

Winner

DGRW

-17.81%

IWY

18.87%

P/S Ratio

Winner

DGRW

3.05

IWY

7.21

P/B Ratio

Winner

DGRW

5.37

IWY

13.15

DGRW vs IWY - Holdings Comparison

DGRW and IWY have 25 common holdings. Overlap is 31.70%

DGRW's top 25 holdings weight is 56.85%. IWY's top 25 holdings weight is 83.52%.

Rank	DGRW	IWY
#1	MICROSOFT CORP (MSFT) - 8.19%	NVIDIA CORP (NVDA) - 15.94%
#2	APPLE INC (AAPL) - 5.36%	APPLE INC (AAPL) - 12.49%
#3	EXXON MOBIL CORP (XOM) - 4.60%	MICROSOFT CORP (MSFT) - 10.25%
#4	NVIDIA CORP (NVDA) - 4.38%	BROADCOM INC (AVGO) - 4.97%
#5	CHEVRON CORP (CVX) - 2.62%	AMAZON.COM INC (AMZN) - 4.96%
#6	ALPHABET INC CLASS A (GOOGL) - 2.59%	ALPHABET INC CLASS A (GOOGL) - 4.27%
#7	WALMART INC (WMT) - 2.52%	META PLATFORMS INC CLASS A (META) - 3.58%
#8	ALPHABET INC CLASS C (GOOG) - 2.45%	ALPHABET INC CLASS C (GOOG) - 3.45%
#9	PROCTER & GAMBLE CO (PG) - 2.34%	TESLA INC (TSLA) - 3.18%
#10	MERCK & CO INC (MRK) - 2.33%	ELI LILLY AND CO (LLY) - 2.44%
#11	THE HOME DEPOT INC (HD) - 2.28%	VISA INC CLASS A (V) - 1.97%
#12	PHILIP MORRIS INTERNATIONAL INC (PM) - 2.28%	COSTCO WHOLESALE CORP (COST) - 1.67%
#13	CITIGROUP INC (C) - 2.08%	MASTERCARD INC CLASS A (MA) - 1.55%
#14	PEPSICO INC (PEP) - 1.98%	NETFLIX INC (NFLX) - 1.48%
#15	ELI LILLY AND CO (LLY) - 1.85%	ABBVIE INC (ABBV) - 1.33%
#16	ORACLE CORP (ORCL) - 1.65%	LAM RESEARCH CORP (LRCX) - 1.20%
#17	MCDONALD'S CORP (MCD) - 1.63%	n/a (PLTR) - 1.17%
#18	META PLATFORMS INC CLASS A (META) - 1.45%	ADVANCED MICRO DEVICES INC (AMD) - 1.15%
#19	GILEAD SCIENCES INC (GILD) - 1.44%	GE AEROSPACE (GE) - 1.14%
#20	VISA INC CLASS A (V) - 1.31%	GE VERNOVA INC (GEV) - 1.11%
#21	CSX CORP (CSX) - 0.32%	ORACLE CORP (ORCL) - 1.06%
#22	HCA HEALTHCARE INC (HCA) - 0.32%	THE HOME DEPOT INC (HD) - 0.95%
#23	SYSCO CORP (SYY) - 0.30%	KLA CORP (KLAC) - 0.90%
#24	FASTENAL CO (FAST) - 0.29%	AMPHENOL CORP CLASS A (APH) - 0.66%
#25	ROCKWELL AUTOMATION INC (ROK) - 0.29%	ARISTA NETWORKS INC (ANET) - 0.65%
Total Holdings	261	113

DGRW vs IWY - Historical Returns

Returns include dividend reinvestment.

Period	DGRW	IWY
1 month	+5.18%	+11.13%
3 months	+1.81%	+8.45%
6 months	+6.78%	+3.00%
1 year	+19.56%	+28.06%
5 years(CAGR)	+11.86%	+16.39%
10 years(CAGR)	+14.07%	+19.48%
Max(CAGR)	+13.09%	+17.25%

DGRW

+5.18%

Winner

IWY

+11.13%

DGRW

+1.81%

Winner

IWY

+8.45%

Winner

DGRW

+6.78%

IWY

+3.00%

DGRW

+19.56%

Winner

IWY

+28.06%

5Y(CAGR)

DGRW

+11.86%

Winner

IWY

+16.39%

10Y(CAGR)

DGRW

+14.07%

Winner

IWY

+19.48%

Max(CAGR)

DGRW

+13.09%

Winner

IWY

+17.25%

DGRW vs IWY - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	DGRW	IWY
2026	+6.27%	+5.10%
2025	+12.51%	+18.71%
2024	+17.15%	+36.91%
2023	+18.95%	+47.75%
2022	-6.36%	-30.61%
2021	+26.32%	+33.02%
2020	+13.29%	+37.12%
2019	+29.68%	+36.35%
2018	-5.82%	-1.70%
2017	+26.25%	+30.69%
2016	+13.75%	+8.88%
2015	+0.16%	+8.06%
2014	+14.82%	+14.33%
2013	+13.18%	+28.99%
2012	N/A	+13.15%
2011	N/A	+3.69%
2010	N/A	+11.40%
2009	N/A	+8.92%

DGRW vs IWY Drawdown Comparison

The maximum drawdown for DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.

The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.

The current DGRW drawdown is -0.19%. The current IWY drawdown is -0.06%.

Rank	DGRW	IWY
#1	-32.03% Jan 17, 2020 - Aug 10, 2020	-32.68% Dec 27, 2021 - Dec 13, 2023
#2	-18.64% Sep 21, 2018 - Apr 15, 2019	-30.76% Feb 19, 2020 - Jun 8, 2020
#3	-17.27% Jan 4, 2022 - Jun 12, 2023	-23.21% Dec 16, 2024 - Jun 27, 2025
#4	-16.22% Nov 8, 2024 - Jul 3, 2025	-22.15% Oct 1, 2018 - Apr 23, 2019
#5	-13.17% May 21, 2015 - Apr 13, 2016	-16.63% Oct 29, 2025 - May 8, 2026
#6	-11.07% Jan 26, 2018 - Aug 29, 2018	-15.77% Jul 22, 2011 - Jan 25, 2012
#7	-9.92% Jul 25, 2023 - Dec 11, 2023	-15.46% Apr 23, 2010 - Oct 18, 2010
#8	-8.30% Feb 11, 2026 - Apr 17, 2026	-13.86% Jul 10, 2024 - Oct 29, 2024
#9	-7.73% Apr 23, 2019 - Jul 3, 2019	-12.42% Jul 20, 2015 - Nov 2, 2015
#10	-7.64% Oct 12, 2020 - Nov 10, 2020	-12.27% Dec 1, 2015 - Apr 18, 2016
#11	-7.19% Sep 2, 2020 - Oct 12, 2020	-11.88% Sep 2, 2020 - Dec 17, 2020
#12	-7.06% Dec 31, 2013 - Mar 4, 2014	-9.96% Jan 26, 2018 - Jun 6, 2018
#13	-6.54% Sep 19, 2014 - Oct 31, 2014	-9.27% Apr 2, 2012 - Aug 16, 2012
#14	-6.26% Jul 16, 2024 - Aug 19, 2024	-8.77% Feb 12, 2021 - Apr 7, 2021
#15	-6.19% Jul 29, 2019 - Sep 11, 2019	-8.34% Sep 19, 2012 - Jan 23, 2013

Correlation

Correlation between DGRW and IWY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2009 - 2026)

DGRW vs IWY dividend yield comparison.

Year	DGRW	IWY
2026	0.34%	0.07%
2025	1.43%	0.36%
2024	1.55%	0.42%
2023	1.74%	0.68%
2022	2.15%	0.88%
2021	1.78%	0.50%
2020	1.93%	0.71%
2019	2.20%	1.06%
2018	2.42%	1.32%
2017	1.71%	1.26%
2016	2.13%	1.51%
2015	2.18%	1.58%
2014	1.79%	1.44%
2013	1.05%	1.56%
2012	0.00%	1.80%
2011	0.00%	1.58%
2010	0.00%	1.27%
2009	0.00%	0.40%