DGRW vs SPMO
Comparison between WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF) and INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF).
5-Year PerformanceSPMO has outperformed DGRW, delivering a return of +23.3% compared to +11.9%
DGRW vs SPMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DGRW
$16B
SPMO
$16B
Expense Ratio
DGRW
0.28%
Winner
SPMO
0.13%
Max Drawdown
DGRW
32.21%
Winner
SPMO
31.31%
Sharpe Ratio
DGRW
1.66
Winner
SPMO
2.19
5Y Beta
Winner
DGRW
0.78
SPMO
1.20
P/E Ratio
Winner
DGRW
26.23
SPMO
34.57
Forward P/E
Winner
DGRW
19.88
SPMO
21.74
PEG Ratio
DGRW
0.35
Winner
SPMO
0.27
5Y Dividends CAGR
DGRW
3.37%
Winner
SPMO
9.86%
5Y EPS CAGR
DGRW
23.09%
Winner
SPMO
32.05%
Debt to Equity
Winner
DGRW
-17.81%
SPMO
28.64%
P/S Ratio
Winner
DGRW
3.05
SPMO
4.14
P/B Ratio
Winner
DGRW
5.37
SPMO
7.30
DGRW vs SPMO - Holdings Comparison
DGRW and SPMO have 22 common holdings. Overlap is 17.95%
DGRW's top 25 holdings weight is 56.85%. SPMO's top 25 holdings weight is 75.64%.
| Rank | DGRW | SPMO |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 8.19% | NVIDIA CORP (NVDA) - 8.59% |
| #2 | APPLE INC (AAPL) - 5.36% | BROADCOM INC (AVGO) - 7.91% |
| #3 | EXXON MOBIL CORP (XOM) - 4.60% | MICRON TECHNOLOGY INC (MU) - 7.72% |
| #4 | NVIDIA CORP (NVDA) - 4.38% | ALPHABET INC CLASS A (GOOGL) - 5.36% |
| #5 | CHEVRON CORP (CVX) - 2.62% | ALPHABET INC CLASS C (GOOG) - 4.25% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.59% | JOHNSON & JOHNSON (JNJ) - 4.21% |
| #7 | WALMART INC (WMT) - 2.52% | LAM RESEARCH CORP (LRCX) - 3.35% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.45% | EXXON MOBIL CORP (XOM) - 3.23% |
| #9 | PROCTER & GAMBLE CO (PG) - 2.34% | ADVANCED MICRO DEVICES INC (AMD) - 3.11% |
| #10 | MERCK & CO INC (MRK) - 2.33% | INTEL CORP (INTC) - 3.04% |
| #11 | THE HOME DEPOT INC (HD) - 2.28% | CATERPILLAR INC (CAT) - 2.93% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.28% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.22% |
| #13 | CITIGROUP INC (C) - 2.08% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.80% |
| #14 | PEPSICO INC (PEP) - 1.98% | APPLIED MATERIALS INC (AMAT) - 1.77% |
| #15 | ELI LILLY AND CO (LLY) - 1.85% | CISCO SYSTEMS INC (CSCO) - 1.73% |
| #16 | ORACLE CORP (ORCL) - 1.65% | WESTERN DIGITAL CORP (WDC) - 1.69% |
| #17 | MCDONALD'S CORP (MCD) - 1.63% | GE VERNOVA INC (GEV) - 1.64% |
| #18 | META PLATFORMS INC CLASS A (META) - 1.45% | GE AEROSPACE (GE) - 1.58% |
| #19 | GILEAD SCIENCES INC (GILD) - 1.44% | RTX CORP (RTX) - 1.47% |
| #20 | VISA INC CLASS A (V) - 1.31% | THE GOLDMAN SACHS GROUP INC (GS) - 1.39% |
| #21 | CSX CORP (CSX) - 0.32% | KLA CORP (KLAC) - 1.37% |
| #22 | HCA HEALTHCARE INC (HCA) - 0.32% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.35% |
| #23 | SYSCO CORP (SYY) - 0.30% | n/a (PLTR) - 1.32% |
| #24 | FASTENAL CO (FAST) - 0.29% | COCA-COLA CO (KO) - 1.31% |
| #25 | ROCKWELL AUTOMATION INC (ROK) - 0.29% | AMPHENOL CORP CLASS A (APH) - 1.30% |
| Total Holdings | 261 | 102 |
DGRW vs SPMO - Historical Returns
Returns include dividend reinvestment.
1M
DGRW
+5.18%
Winner
SPMO
+18.43%
3M
DGRW
+1.81%
Winner
SPMO
+21.47%
6M
DGRW
+6.78%
Winner
SPMO
+22.07%
1Y
DGRW
+19.56%
Winner
SPMO
+44.63%
5Y(CAGR)
DGRW
+11.86%
Winner
SPMO
+23.29%
10Y(CAGR)
DGRW
+14.07%
Winner
SPMO
+20.40%
Max(CAGR)
DGRW
+13.09%
Winner
SPMO
+19.53%
DGRW vs SPMO - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | DGRW | SPMO |
|---|---|---|
| 2026 | +6.27% | +22.40% |
| 2025 | +12.51% | +25.85% |
| 2024 | +17.15% | +47.17% |
| 2023 | +18.95% | +19.46% |
| 2022 | -6.36% | -10.46% |
| 2021 | +26.32% | +24.36% |
| 2020 | +13.29% | +27.55% |
| 2019 | +29.68% | +25.67% |
| 2018 | -5.82% | -1.19% |
| 2017 | +26.25% | +28.51% |
| 2016 | +13.75% | +7.37% |
| 2015 | +0.16% | +2.79% |
| 2014 | +14.82% | N/A |
| 2013 | +13.18% | N/A |
DGRW vs SPMO Drawdown Comparison
The maximum drawdown for DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current DGRW drawdown is -0.19%.
| Rank | DGRW | SPMO |
|---|---|---|
| #1 | -32.03% Jan 17, 2020 - Aug 10, 2020 | -30.93% Feb 19, 2020 - Jul 8, 2020 |
| #2 | -18.64% Sep 21, 2018 - Apr 15, 2019 | -23.38% Oct 1, 2018 - Jun 19, 2019 |
| #3 | -17.27% Jan 4, 2022 - Jun 12, 2023 | -22.75% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -16.22% Nov 8, 2024 - Jul 3, 2025 | -20.13% Feb 13, 2025 - May 13, 2025 |
| #5 | -13.17% May 21, 2015 - Apr 13, 2016 | -13.16% Jul 10, 2024 - Oct 4, 2024 |
| #6 | -11.07% Jan 26, 2018 - Aug 29, 2018 | -12.70% Oct 29, 2025 - Apr 13, 2026 |
| #7 | -9.92% Jul 25, 2023 - Dec 11, 2023 | -11.03% Nov 25, 2015 - Jul 25, 2016 |
| #8 | -8.30% Feb 11, 2026 - Apr 17, 2026 | -10.67% Feb 12, 2021 - Apr 9, 2021 |
| #9 | -7.73% Apr 23, 2019 - Jul 3, 2019 | -9.50% Mar 12, 2018 - Jun 4, 2018 |
| #10 | -7.64% Oct 12, 2020 - Nov 10, 2020 | -8.97% Jan 26, 2018 - Mar 9, 2018 |
| #11 | -7.19% Sep 2, 2020 - Oct 12, 2020 | -8.93% Sep 2, 2020 - Oct 12, 2020 |
| #12 | -7.06% Dec 31, 2013 - Mar 4, 2014 | -8.79% Oct 13, 2020 - Nov 6, 2020 |
| #13 | -6.54% Sep 19, 2014 - Oct 31, 2014 | -8.00% Apr 16, 2021 - Jun 22, 2021 |
| #14 | -6.26% Jul 16, 2024 - Aug 19, 2024 | -7.45% Mar 22, 2024 - May 15, 2024 |
| #15 | -6.19% Jul 29, 2019 - Sep 11, 2019 | -5.91% Jul 15, 2019 - Dec 16, 2019 |
Correlation
Correlation between DGRW and SPMO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2013 - 2026)
DGRW vs SPMO dividend yield comparison.
| Year | DGRW | SPMO |
|---|---|---|
| 2026 | 0.34% | 0.22% |
| 2025 | 1.43% | 0.73% |
| 2024 | 1.55% | 0.48% |
| 2023 | 1.74% | 1.63% |
| 2022 | 2.15% | 1.66% |
| 2021 | 1.78% | 0.52% |
| 2020 | 1.93% | 1.27% |
| 2019 | 2.20% | 1.39% |
| 2018 | 2.42% | 1.05% |
| 2017 | 1.71% | 0.77% |
| 2016 | 2.13% | 1.94% |
| 2015 | 2.18% | 0.36% |
| 2014 | 1.79% | 0.00% |
| 2013 | 1.05% | 0.00% |
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