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DGRW vs SCHP

Comparison between WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF) and SCHWAB U.S. TIPS ETF (SCHP, ETF).

5-Year PerformanceDGRW has outperformed SCHP, delivering a return of +11.5% compared to +0.7%

DGRW vs SCHP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DGRW
$17B
SCHP
$17B
Expense Ratio
DGRW
0.28%
Winner
SCHP
0.03%
Max Drawdown
DGRW
32.21%
Winner
SCHP
22.23%
Sharpe Ratio
Winner
DGRW
1.02
SCHP
-0.25
5Y Beta
DGRW
0.78
Winner
SCHP
0.03
P/E Ratio
DGRW
25.77
SCHP
N/A
Forward P/E
DGRW
19.67
SCHP
N/A
PEG Ratio
DGRW
0.70
SCHP
N/A
5Y Dividends CAGR
DGRW
5.26%
Winner
SCHP
10.58%
5Y EPS CAGR
DGRW
22.35%
SCHP
N/A
Debt to Equity
DGRW
-54.44%
SCHP
N/A
P/S Ratio
DGRW
3.02
SCHP
N/A
P/B Ratio
DGRW
5.36
SCHP
N/A

DGRW vs SCHP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DGRW
+0.65%
SCHP
+0.08%
3M
Winner
DGRW
+3.12%
SCHP
-0.31%
6M
Winner
DGRW
+6.75%
SCHP
+0.73%
1Y
Winner
DGRW
+14.63%
SCHP
+2.63%
5Y(CAGR)
Winner
DGRW
+11.50%
SCHP
+0.66%
10Y(CAGR)
Winner
DGRW
+13.60%
SCHP
+2.44%
Max(CAGR)
Winner
DGRW
+13.00%
SCHP
+2.75%

DGRW vs SCHP - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearDGRWSCHP
2026+7.67%+0.92%
2025+12.51%+6.85%
2024+17.15%+2.08%
2023+18.95%+3.63%
2022-6.36%-11.55%
2021+26.32%+5.69%
2020+13.29%+10.35%
2019+29.68%+8.32%
2018-5.82%-1.53%
2017+26.25%+2.78%
2016+13.75%+4.36%
2015+0.16%-2.26%
2014+14.82%+4.18%
2013+13.18%-8.67%
2012N/A+6.75%
2011N/A+13.68%
2010N/A+1.17%

DGRW vs SCHP Drawdown Comparison

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

The maximum drawdown for SCHP was -14.25%, occurring on Oct 6, 2023. Recovery took 910 trading sessions.

The current DGRW drawdown is -1.78%. The current SCHP drawdown is -0.96%.

RankDGRWSCHP
#1-32.03%
Jan 17, 2020 - Aug 10, 2020
-14.25%
Mar 8, 2022 - Oct 22, 2025
#2-18.64%
Sep 21, 2018 - Apr 15, 2019
-11.20%
Dec 10, 2012 - Mar 20, 2019
#3-17.27%
Jan 4, 2022 - Jun 12, 2023
-10.85%
Mar 6, 2020 - Jun 10, 2020
#4-16.22%
Nov 8, 2024 - Jul 3, 2025
-5.66%
Oct 25, 2010 - Apr 19, 2011
#5-13.17%
May 21, 2015 - Apr 13, 2016
-5.00%
Nov 9, 2021 - Mar 8, 2022
#6-11.07%
Jan 26, 2018 - Aug 29, 2018
-3.59%
Aug 10, 2011 - Nov 7, 2011
#7-9.92%
Jul 25, 2023 - Dec 11, 2023
-2.87%
Jan 25, 2021 - May 5, 2021
#8-8.30%
Feb 11, 2026 - Apr 17, 2026
-2.43%
Aug 29, 2019 - Jan 3, 2020
#9-7.73%
Apr 23, 2019 - Jul 3, 2019
-2.37%
Jul 31, 2012 - Sep 13, 2012
#10-7.64%
Oct 12, 2020 - Nov 10, 2020
-1.93%
Feb 27, 2026 - May 1, 2026
#11-7.19%
Sep 2, 2020 - Oct 12, 2020
-1.87%
Feb 2, 2012 - Apr 17, 2012
#12-7.06%
Dec 31, 2013 - Mar 4, 2014
-1.53%
Nov 7, 2011 - Jan 17, 2012
#13-6.54%
Sep 19, 2014 - Oct 31, 2014
-1.45%
Oct 27, 2021 - Nov 8, 2021
#14-6.26%
Jul 16, 2024 - Aug 19, 2024
-1.45%
Sep 9, 2021 - Oct 25, 2021
#15-6.19%
Jul 29, 2019 - Sep 11, 2019
-1.43%
Jun 1, 2012 - Jul 10, 2012

Correlation

Correlation between DGRW and SCHP is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2010 - 2026)

DGRW vs SCHP dividend yield comparison.

YearDGRWSCHP
20260.56%2.09%
20251.43%4.06%
20241.55%2.99%
20231.74%3.02%
20222.15%7.19%
20211.78%4.39%
20201.93%1.11%
20192.20%2.02%
20182.42%2.26%
20171.71%1.90%
20162.13%1.38%
20152.18%0.28%
20141.79%1.30%
20131.05%0.67%
20120.00%1.59%
20110.00%2.81%
20100.00%0.39%

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