DGRW vs SCHV
Comparison between WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF) and SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF).
5-Year PerformanceDGRW has outperformed SCHV, delivering a return of +11.6% compared to +9.6%
DGRW vs SCHV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DGRW
$15B
SCHV
$15B
Expense Ratio
DGRW
0.28%
Winner
SCHV
0.04%
Max Drawdown
Winner
DGRW
32.21%
SCHV
37.08%
Sharpe Ratio
DGRW
1.70
Winner
SCHV
1.97
5Y Beta
DGRW
0.78
Winner
SCHV
0.70
P/E Ratio
DGRW
26.23
Winner
SCHV
22.96
Forward P/E
DGRW
20.28
Winner
SCHV
17.31
PEG Ratio
Winner
DGRW
0.35
SCHV
0.38
5Y Dividends CAGR
Winner
DGRW
3.37%
SCHV
1.19%
5Y EPS CAGR
Winner
DGRW
23.09%
SCHV
12.60%
Debt to Equity
Winner
DGRW
-17.81%
SCHV
18.71%
P/S Ratio
DGRW
3.13
Winner
SCHV
2.24
P/B Ratio
DGRW
5.37
Winner
SCHV
3.28
DGRW vs SCHV - Holdings Comparison
DGRW and SCHV have 133 common holdings. Overlap is 21.95%
DGRW's top 25 holdings weight is 56.85%. SCHV's top 25 holdings weight is 33.53%.
| Rank | DGRW | SCHV |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 8.19% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.99% |
| #2 | APPLE INC (AAPL) - 5.36% | JPMORGAN CHASE & CO (JPM) - 2.86% |
| #3 | EXXON MOBIL CORP (XOM) - 4.60% | EXXON MOBIL CORP (XOM) - 2.15% |
| #4 | NVIDIA CORP (NVDA) - 4.38% | MICRON TECHNOLOGY INC (MU) - 1.94% |
| #5 | CHEVRON CORP (CVX) - 2.62% | WALMART INC (WMT) - 1.91% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.59% | JOHNSON & JOHNSON (JNJ) - 1.87% |
| #7 | WALMART INC (WMT) - 2.52% | INTEL CORP (INTC) - 1.35% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.45% | CATERPILLAR INC (CAT) - 1.30% |
| #9 | PROCTER & GAMBLE CO (PG) - 2.34% | CHEVRON CORP (CVX) - 1.20% |
| #10 | MERCK & CO INC (MRK) - 2.33% | BANK OF AMERICA CORP (BAC) - 1.19% |
| #11 | THE HOME DEPOT INC (HD) - 2.28% | ABBVIE INC (ABBV) - 1.19% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.28% | PROCTER & GAMBLE CO (PG) - 1.18% |
| #13 | CITIGROUP INC (C) - 2.08% | CISCO SYSTEMS INC (CSCO) - 1.17% |
| #14 | PEPSICO INC (PEP) - 1.98% | THE HOME DEPOT INC (HD) - 1.12% |
| #15 | ELI LILLY AND CO (LLY) - 1.85% | LAM RESEARCH CORP (LRCX) - 1.07% |
| #16 | ORACLE CORP (ORCL) - 1.65% | COCA-COLA CO (KO) - 1.03% |
| #17 | MCDONALD'S CORP (MCD) - 1.63% | APPLIED MATERIALS INC (AMAT) - 1.03% |
| #18 | META PLATFORMS INC CLASS A (META) - 1.45% | ORACLE CORP (ORCL) - 0.96% |
| #19 | GILEAD SCIENCES INC (GILD) - 1.44% | THE GOLDMAN SACHS GROUP INC (GS) - 0.95% |
| #20 | VISA INC CLASS A (V) - 1.31% | MERCK & CO INC (MRK) - 0.93% |
| #21 | CSX CORP (CSX) - 0.32% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.88% |
| #22 | HCA HEALTHCARE INC (HCA) - 0.32% | WELLS FARGO & CO (WFC) - 0.86% |
| #23 | SYSCO CORP (SYY) - 0.30% | TEXAS INSTRUMENTS INC (TXN) - 0.82% |
| #24 | FASTENAL CO (FAST) - 0.29% | RTX CORP (RTX) - 0.80% |
| #25 | ROCKWELL AUTOMATION INC (ROK) - 0.29% | MORGAN STANLEY (MS) - 0.78% |
| Total Holdings | 261 | 559 |
DGRW vs SCHV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DGRW
+5.09%
SCHV
+3.65%
3M
DGRW
+1.94%
Winner
SCHV
+2.31%
6M
DGRW
+8.49%
Winner
SCHV
+14.00%
1Y
DGRW
+22.57%
Winner
SCHV
+27.29%
5Y(CAGR)
Winner
DGRW
+11.55%
SCHV
+9.58%
10Y(CAGR)
Winner
DGRW
+14.08%
SCHV
+11.31%
Max(CAGR)
Winner
DGRW
+13.10%
SCHV
+11.44%
DGRW vs SCHV - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | DGRW | SCHV |
|---|---|---|
| 2026 | +6.24% | +9.77% |
| 2025 | +12.51% | +16.38% |
| 2024 | +17.15% | +13.78% |
| 2023 | +18.95% | +9.05% |
| 2022 | -6.36% | -7.86% |
| 2021 | +26.32% | +27.33% |
| 2020 | +13.29% | +2.13% |
| 2019 | +29.68% | +25.73% |
| 2018 | -5.82% | -7.73% |
| 2017 | +26.25% | +15.74% |
| 2016 | +13.75% | +18.03% |
| 2015 | +0.16% | -1.24% |
| 2014 | +14.82% | +12.00% |
| 2013 | +13.18% | +27.74% |
| 2012 | N/A | +13.58% |
| 2011 | N/A | +2.37% |
| 2010 | N/A | +13.12% |
| 2009 | N/A | -0.36% |
DGRW vs SCHV Drawdown Comparison
The maximum drawdown for DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current DGRW drawdown is -0.21%. The current SCHV drawdown is -0.58%.
| Rank | DGRW | SCHV |
|---|---|---|
| #1 | -32.03% Jan 17, 2020 - Aug 10, 2020 | -37.08% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -18.64% Sep 21, 2018 - Apr 15, 2019 | -19.77% Jan 4, 2022 - Jan 29, 2024 |
| #3 | -17.27% Jan 4, 2022 - Jun 12, 2023 | -18.42% Apr 29, 2011 - Feb 16, 2012 |
| #4 | -16.22% Nov 8, 2024 - Jul 3, 2025 | -17.71% Sep 21, 2018 - Apr 16, 2019 |
| #5 | -13.17% May 21, 2015 - Apr 13, 2016 | -15.26% Nov 29, 2024 - Jun 30, 2025 |
| #6 | -11.07% Jan 26, 2018 - Aug 29, 2018 | -14.49% Apr 23, 2010 - Nov 4, 2010 |
| #7 | -9.92% Jul 25, 2023 - Dec 11, 2023 | -13.00% May 21, 2015 - Apr 13, 2016 |
| #8 | -8.30% Feb 11, 2026 - Apr 17, 2026 | -10.60% Jan 26, 2018 - Sep 20, 2018 |
| #9 | -7.73% Apr 23, 2019 - Jul 3, 2019 | -9.13% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -7.64% Oct 12, 2020 - Nov 10, 2020 | -7.62% Jan 19, 2010 - Mar 11, 2010 |
| #11 | -7.19% Sep 2, 2020 - Oct 12, 2020 | -7.34% Sep 19, 2014 - Nov 5, 2014 |
| #12 | -7.06% Dec 31, 2013 - Mar 4, 2014 | -7.16% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -6.54% Sep 19, 2014 - Oct 31, 2014 | -6.83% Feb 26, 2026 - Apr 23, 2026 |
| #14 | -6.26% Jul 16, 2024 - Aug 19, 2024 | -6.58% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -6.19% Jul 29, 2019 - Sep 11, 2019 | -6.54% Jul 26, 2019 - Sep 12, 2019 |
Correlation
Correlation between DGRW and SCHV 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 SCHV dividend yield comparison.
| Year | DGRW | SCHV |
|---|---|---|
| 2026 | 0.34% | 0.43% |
| 2025 | 1.43% | 2.02% |
| 2024 | 1.55% | 2.25% |
| 2023 | 1.74% | 2.42% |
| 2022 | 2.15% | 2.37% |
| 2021 | 1.78% | 1.93% |
| 2020 | 1.93% | 3.03% |
| 2019 | 2.20% | 3.02% |
| 2018 | 2.42% | 3.05% |
| 2017 | 1.71% | 2.37% |
| 2016 | 2.13% | 2.65% |
| 2015 | 2.18% | 2.69% |
| 2014 | 1.79% | 2.38% |
| 2013 | 1.05% | 2.18% |
| 2012 | 0.00% | 2.92% |
| 2011 | 0.00% | 2.61% |
| 2010 | 0.00% | 2.30% |
| 2009 | 0.00% | 0.16% |
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