DGRW vs SPMD
Comparison between WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF) and SPDR(R) PORTFOLIO S&P 400 MID CAP ETF (SPMD, ETF).
5-Year PerformanceDGRW has outperformed SPMD, delivering a return of +11.6% compared to +7.6%
DGRW vs SPMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DGRW
$15B
Winner
SPMD
$16B
Expense Ratio
DGRW
0.28%
Winner
SPMD
0.03%
Max Drawdown
Winner
DGRW
32.21%
SPMD
60.53%
Sharpe Ratio
Winner
DGRW
1.70
SPMD
1.43
5Y Beta
Winner
DGRW
0.78
SPMD
0.99
P/E Ratio
DGRW
26.23
Winner
SPMD
25.43
Forward P/E
DGRW
20.28
Winner
SPMD
16.52
PEG Ratio
DGRW
0.35
SPMD
N/A
5Y Dividends CAGR
DGRW
3.37%
Winner
SPMD
8.69%
5Y EPS CAGR
Winner
DGRW
23.09%
SPMD
12.66%
Debt to Equity
Winner
DGRW
-17.81%
SPMD
30.28%
P/S Ratio
DGRW
3.13
Winner
SPMD
1.56
P/B Ratio
DGRW
5.37
Winner
SPMD
2.58
DGRW vs SPMD - Holdings Comparison
DGRW and SPMD have 86 common holdings. Overlap is 3.70%
DGRW's top 25 holdings weight is 56.85%. SPMD's top 25 holdings weight is 15.31%.
| Rank | DGRW | SPMD |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 8.19% | FLEX LTD (FLEX) - 0.99% |
| #2 | APPLE INC (AAPL) - 5.36% | TECHNIPFMC PLC (FTI) - 0.92% |
| #3 | EXXON MOBIL CORP (XOM) - 4.60% | CURTISS-WRIGHT CORP (CW) - 0.76% |
| #4 | NVIDIA CORP (NVDA) - 4.38% | XPO INC (XPO) - 0.75% |
| #5 | CHEVRON CORP (CVX) - 2.62% | UNITED THERAPEUTICS CORP (UTHR) - 0.73% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.59% | FABRINET (FN) - 0.68% |
| #7 | WALMART INC (WMT) - 2.52% | MASTEC INC (MTZ) - 0.67% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.45% | ENTEGRIS INC (ENTG) - 0.67% |
| #9 | PROCTER & GAMBLE CO (PG) - 2.34% | NVENT ELECTRIC PLC (NVT) - 0.66% |
| #10 | MERCK & CO INC (MRK) - 2.33% | EVERPURE INC CLASS A (P) - 0.65% |
| #11 | THE HOME DEPOT INC (HD) - 2.28% | WOODWARD INC (WWD) - 0.64% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.28% | TWILIO INC CLASS A (TWLO) - 0.63% |
| #13 | CITIGROUP INC (C) - 2.08% | US FOODS HOLDING CORP (USFD) - 0.60% |
| #14 | PEPSICO INC (PEP) - 1.98% | CARPENTER TECHNOLOGY CORP (CRS) - 0.60% |
| #15 | ELI LILLY AND CO (LLY) - 1.85% | ATI INC (ATI) - 0.59% |
| #16 | ORACLE CORP (ORCL) - 1.65% | BURLINGTON STORES INC (BURL) - 0.58% |
| #17 | MCDONALD'S CORP (MCD) - 1.63% | RB GLOBAL INC (RBA) - 0.58% |
| #18 | META PLATFORMS INC CLASS A (META) - 1.45% | BWX TECHNOLOGIES INC (BWXT) - 0.56% |
| #19 | GILEAD SCIENCES INC (GILD) - 1.44% | ROYAL GOLD INC (RGLD) - 0.56% |
| #20 | VISA INC CLASS A (V) - 1.31% | RELIANCE INC (RS) - 0.56% |
| #21 | CSX CORP (CSX) - 0.32% | GRACO INC (GGG) - 0.39% |
| #22 | HCA HEALTHCARE INC (HCA) - 0.32% | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.39% |
| #23 | SYSCO CORP (SYY) - 0.30% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.39% |
| #24 | FASTENAL CO (FAST) - 0.29% | RPM INTERNATIONAL INC (RPM) - 0.38% |
| #25 | ROCKWELL AUTOMATION INC (ROK) - 0.29% | NEW YORK TIMES CO CLASS A (NYT) - 0.38% |
| Total Holdings | 261 | 363 |
DGRW vs SPMD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DGRW
+5.09%
SPMD
+4.93%
3M
DGRW
+1.94%
Winner
SPMD
+3.27%
6M
DGRW
+8.49%
Winner
SPMD
+14.80%
1Y
DGRW
+22.57%
Winner
SPMD
+27.18%
5Y(CAGR)
Winner
DGRW
+11.55%
SPMD
+7.56%
10Y(CAGR)
Winner
DGRW
+14.08%
SPMD
+11.68%
Max(CAGR)
Winner
DGRW
+13.10%
SPMD
+9.81%
DGRW vs SPMD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | DGRW | SPMD |
|---|---|---|
| 2026 | +6.24% | +10.88% |
| 2025 | +12.51% | +7.70% |
| 2024 | +17.15% | +14.26% |
| 2023 | +18.95% | +16.97% |
| 2022 | -6.36% | -13.41% |
| 2021 | +26.32% | +26.68% |
| 2020 | +13.29% | +13.36% |
| 2019 | +29.68% | +25.15% |
| 2018 | -5.82% | -11.76% |
| 2017 | +26.25% | +14.82% |
| 2016 | +13.75% | +20.57% |
| 2015 | +0.16% | -2.73% |
| 2014 | +14.82% | +9.38% |
| 2013 | +13.18% | +35.41% |
| 2012 | N/A | +15.80% |
| 2011 | N/A | -2.07% |
| 2010 | N/A | +23.61% |
| 2009 | N/A | +43.74% |
| 2008 | N/A | -37.86% |
| 2007 | N/A | +4.98% |
| 2006 | N/A | +11.73% |
| 2005 | N/A | +3.21% |
DGRW vs SPMD Drawdown Comparison
The maximum drawdown for DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The current DGRW drawdown is -0.21%. The current SPMD drawdown is -0.83%.
| Rank | DGRW | SPMD |
|---|---|---|
| #1 | -32.03% Jan 17, 2020 - Aug 10, 2020 | -57.65% Jul 17, 2007 - Dec 17, 2010 |
| #2 | -18.64% Sep 21, 2018 - Apr 15, 2019 | -41.85% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -17.27% Jan 4, 2022 - Jun 12, 2023 | -27.47% Apr 29, 2011 - Mar 15, 2012 |
| #4 | -16.22% Nov 8, 2024 - Jul 3, 2025 | -24.96% Jun 22, 2015 - Nov 14, 2016 |
| #5 | -13.17% May 21, 2015 - Apr 13, 2016 | -24.31% Aug 29, 2018 - Dec 19, 2019 |
| #6 | -11.07% Jan 26, 2018 - Aug 29, 2018 | -24.09% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -9.92% Jul 25, 2023 - Dec 11, 2023 | -23.70% Nov 16, 2021 - Feb 9, 2024 |
| #8 | -8.30% Feb 11, 2026 - Apr 17, 2026 | -12.22% Mar 19, 2012 - Sep 13, 2012 |
| #9 | -7.73% Apr 23, 2019 - Jul 3, 2019 | -11.85% May 8, 2006 - Nov 15, 2006 |
| #10 | -7.64% Oct 12, 2020 - Nov 10, 2020 | -11.64% Jul 2, 2014 - Nov 25, 2014 |
| #11 | -7.19% Sep 2, 2020 - Oct 12, 2020 | -9.37% Jan 26, 2018 - May 21, 2018 |
| #12 | -7.06% Dec 31, 2013 - Mar 4, 2014 | -8.86% Feb 20, 2026 - Apr 17, 2026 |
| #13 | -6.54% Sep 19, 2014 - Oct 31, 2014 | -7.83% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.26% Jul 16, 2024 - Aug 19, 2024 | -7.14% Sep 14, 2012 - Dec 18, 2012 |
| #15 | -6.19% Jul 29, 2019 - Sep 11, 2019 | -7.12% Mar 28, 2024 - May 15, 2024 |
Correlation
Correlation between DGRW and SPMD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2005 - 2026)
DGRW vs SPMD dividend yield comparison.
| Year | DGRW | SPMD |
|---|---|---|
| 2026 | 0.34% | 0.28% |
| 2025 | 1.43% | 1.39% |
| 2024 | 1.55% | 1.42% |
| 2023 | 1.74% | 1.47% |
| 2022 | 2.15% | 1.64% |
| 2021 | 1.78% | 1.24% |
| 2020 | 1.93% | 1.30% |
| 2019 | 2.20% | 1.57% |
| 2018 | 2.42% | 1.85% |
| 2017 | 1.71% | 1.97% |
| 2016 | 2.13% | 2.13% |
| 2015 | 2.18% | 5.33% |
| 2014 | 1.79% | 5.71% |
| 2013 | 1.05% | 10.67% |
| 2012 | 0.00% | 2.48% |
| 2011 | 0.00% | 1.34% |
| 2010 | 0.00% | 1.13% |
| 2009 | 0.00% | 1.31% |
| 2008 | 0.00% | 2.34% |
| 2007 | 0.00% | 6.04% |
| 2006 | 0.00% | 2.73% |
| 2005 | 0.00% | 0.18% |
Select Stocks to Compare
Popular: DGRW vs SPYSPMD vs SPY
More Comparisons
Compare with similar stocks