DGRW vs SPY
Comparison between WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed DGRW, delivering a return of +13.2% compared to +12.0%
DGRW vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DGRW
$17B
Winner
SPY
$784B
Expense Ratio
DGRW
0.28%
Winner
SPY
0.09%
Max Drawdown
Winner
DGRW
32.21%
SPY
56.47%
Sharpe Ratio
DGRW
1.28
Winner
SPY
1.54
5Y Beta
Winner
DGRW
0.78
SPY
1.00
P/E Ratio
Winner
DGRW
25.47
SPY
27.62
Forward P/E
Winner
DGRW
18.90
SPY
21.11
PEG Ratio
DGRW
0.72
SPY
N/A
5Y Dividends CAGR
DGRW
3.12%
Winner
SPY
6.00%
5Y EPS CAGR
DGRW
22.30%
Winner
SPY
25.30%
Debt to Equity
Winner
DGRW
-55.57%
SPY
31.11%
P/S Ratio
Winner
DGRW
2.97
SPY
3.49
P/B Ratio
Winner
DGRW
5.25
SPY
5.30
DGRW vs SPY - Holdings Comparison
DGRW and SPY have 127 common holdings. Overlap is 34.98%
DGRW's top 25 holdings weight is 56.85%. SPY's top 25 holdings weight is 51.24%.
| Rank | DGRW | SPY |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 8.19% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | APPLE INC (AAPL) - 5.36% | APPLE INC (AAPL) - 6.81% |
| #3 | EXXON MOBIL CORP (XOM) - 4.60% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | NVIDIA CORP (NVDA) - 4.38% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | CHEVRON CORP (CVX) - 2.62% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.59% | BROADCOM INC (AVGO) - 2.77% |
| #7 | WALMART INC (WMT) - 2.52% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.45% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | PROCTER & GAMBLE CO (PG) - 2.34% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | MERCK & CO INC (MRK) - 2.33% | TESLA INC (TSLA) - 1.76% |
| #11 | THE HOME DEPOT INC (HD) - 2.28% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.28% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | CITIGROUP INC (C) - 2.08% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | PEPSICO INC (PEP) - 1.98% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | ELI LILLY AND CO (LLY) - 1.85% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | ORACLE CORP (ORCL) - 1.65% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | MCDONALD'S CORP (MCD) - 1.63% | VISA INC CLASS A (V) - 0.87% |
| #18 | META PLATFORMS INC CLASS A (META) - 1.45% | INTEL CORP (INTC) - 0.85% |
| #19 | GILEAD SCIENCES INC (GILD) - 1.44% | WALMART INC (WMT) - 0.82% |
| #20 | VISA INC CLASS A (V) - 1.31% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | CSX CORP (CSX) - 0.32% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | HCA HEALTHCARE INC (HCA) - 0.32% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | SYSCO CORP (SYY) - 0.30% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | FASTENAL CO (FAST) - 0.29% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | ROCKWELL AUTOMATION INC (ROK) - 0.29% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 261 | 505 |
DGRW vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
DGRW
-1.62%
Winner
SPY
-1.37%
3M
DGRW
+7.77%
Winner
SPY
+12.22%
6M
DGRW
+5.72%
Winner
SPY
+7.20%
1Y
DGRW
+16.86%
Winner
SPY
+23.58%
5Y(CAGR)
DGRW
+11.95%
Winner
SPY
+13.19%
10Y(CAGR)
DGRW
+13.77%
Winner
SPY
+15.12%
Max(CAGR)
Winner
DGRW
+12.95%
SPY
+8.44%
DGRW vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DGRW | SPY |
|---|---|---|
| 2026 | +5.99% | +7.95% |
| 2025 | +12.51% | +18.00% |
| 2024 | +17.15% | +25.59% |
| 2023 | +18.95% | +26.72% |
| 2022 | -6.36% | -18.64% |
| 2021 | +26.32% | +30.52% |
| 2020 | +13.29% | +17.28% |
| 2019 | +29.68% | +31.09% |
| 2018 | -5.82% | -5.24% |
| 2017 | +26.25% | +20.78% |
| 2016 | +13.75% | +13.59% |
| 2015 | +0.16% | +1.31% |
| 2014 | +14.82% | +14.56% |
| 2013 | +13.18% | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
DGRW vs SPY Drawdown Comparison
The maximum drawdown for DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DGRW drawdown is -3.32%. The current SPY drawdown is -3.18%.
| Rank | DGRW | SPY |
|---|---|---|
| #1 | -32.03% Jan 17, 2020 - Aug 10, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -18.64% Sep 21, 2018 - Apr 15, 2019 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -17.27% Jan 4, 2022 - Jun 12, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -16.22% Nov 8, 2024 - Jul 3, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.17% May 21, 2015 - Apr 13, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -11.07% Jan 26, 2018 - Aug 29, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -9.92% Jul 25, 2023 - Dec 11, 2023 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.30% Feb 11, 2026 - Apr 17, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.73% Apr 23, 2019 - Jul 3, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.64% Oct 12, 2020 - Nov 10, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.19% Sep 2, 2020 - Oct 12, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.06% Dec 31, 2013 - Mar 4, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.54% Sep 19, 2014 - Oct 31, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.26% Jul 16, 2024 - Aug 19, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.19% Jul 29, 2019 - Sep 11, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DGRW and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
DGRW vs SPY dividend yield comparison.
| Year | DGRW | SPY |
|---|---|---|
| 2026 | 0.40% | 0.50% |
| 2025 | 1.43% | 1.07% |
| 2024 | 1.55% | 1.21% |
| 2023 | 1.74% | 1.40% |
| 2022 | 2.15% | 1.65% |
| 2021 | 1.78% | 1.20% |
| 2020 | 1.93% | 1.52% |
| 2019 | 2.20% | 1.75% |
| 2018 | 2.42% | 2.04% |
| 2017 | 1.71% | 1.80% |
| 2016 | 2.13% | 2.03% |
| 2015 | 2.18% | 2.06% |
| 2014 | 1.79% | 1.87% |
| 2013 | 1.05% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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