DGRW vs VMBS
Comparison between WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF) and VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND ETF SHARES (VMBS, ETF).
5-Year PerformanceDGRW has outperformed VMBS, delivering a return of +11.9% compared to +0.5%
DGRW vs VMBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DGRW vs VMBS - Historical Returns
Returns include dividend reinvestment.
DGRW vs VMBS - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | DGRW | VMBS |
|---|---|---|
| 2026 | +7.51% | +1.00% |
| 2025 | +12.51% | +8.50% |
| 2024 | +17.15% | +2.27% |
| 2023 | +18.95% | +4.56% |
| 2022 | -6.36% | -11.51% |
| 2021 | +26.32% | -1.30% |
| 2020 | +13.29% | +3.66% |
| 2019 | +29.68% | +6.04% |
| 2018 | -5.82% | +0.95% |
| 2017 | +26.25% | +2.35% |
| 2016 | +13.75% | +1.28% |
| 2015 | +0.16% | +1.42% |
| 2014 | +14.82% | +5.91% |
| 2013 | +13.18% | -1.21% |
| 2012 | N/A | +2.35% |
| 2011 | N/A | +5.83% |
| 2010 | N/A | +5.12% |
| 2009 | N/A | -1.00% |
DGRW vs VMBS Drawdown Comparison
The maximum drawdown for DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for VMBS was -17.47%, occurring on Oct 20, 2022. Recovery took 1201 trading sessions.
The current DGRW drawdown is -1.93%. The current VMBS drawdown is -1.11%.
| Rank | DGRW | VMBS |
|---|---|---|
| #1 | -32.03% Jan 17, 2020 - Aug 10, 2020 | -17.47% Jan 5, 2021 - Oct 16, 2025 |
| #2 | -18.64% Sep 21, 2018 - Apr 15, 2019 | -5.08% Mar 9, 2020 - Mar 27, 2020 |
| #3 | -17.27% Jan 4, 2022 - Jun 12, 2023 | -4.00% Sep 26, 2012 - Mar 3, 2014 |
| #4 | -16.22% Nov 8, 2024 - Jul 3, 2025 | -3.26% Sep 27, 2016 - Aug 3, 2017 |
| #5 | -13.17% May 21, 2015 - Apr 13, 2016 | -2.81% Sep 7, 2017 - Dec 28, 2018 |
| #6 | -11.07% Jan 26, 2018 - Aug 29, 2018 | -2.79% Nov 4, 2010 - Mar 16, 2011 |
| #7 | -9.92% Jul 25, 2023 - Dec 11, 2023 | -2.68% Feb 27, 2026 - May 19, 2026 |
| #8 | -8.30% Feb 11, 2026 - Apr 17, 2026 | -1.50% Apr 24, 2015 - Sep 17, 2015 |
| #9 | -7.73% Apr 23, 2019 - Jul 3, 2019 | -1.47% Nov 30, 2009 - Feb 4, 2010 |
| #10 | -7.64% Oct 12, 2020 - Nov 10, 2020 | -1.33% Mar 16, 2011 - Apr 18, 2011 |
| #11 | -7.19% Sep 2, 2020 - Oct 12, 2020 | -1.30% Sep 22, 2011 - Dec 7, 2011 |
| #12 | -7.06% Dec 31, 2013 - Mar 4, 2014 | -1.13% Mar 23, 2010 - May 7, 2010 |
| #13 | -6.54% Sep 19, 2014 - Oct 31, 2014 | -1.01% Jun 8, 2011 - Jul 29, 2011 |
| #14 | -6.26% Jul 16, 2024 - Aug 19, 2024 | -0.95% Aug 18, 2011 - Sep 22, 2011 |
| #15 | -6.19% Jul 29, 2019 - Sep 11, 2019 | -0.91% Oct 19, 2015 - Jan 7, 2016 |
Correlation
Correlation between DGRW and VMBS is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2009 - 2026)
DGRW vs VMBS dividend yield comparison.
| Year | DGRW | VMBS |
|---|---|---|
| 2026 | 0.40% | 1.74% |
| 2025 | 1.43% | 4.20% |
| 2024 | 1.55% | 3.94% |
| 2023 | 1.74% | 3.31% |
| 2022 | 2.15% | 2.35% |
| 2021 | 1.78% | 1.02% |
| 2020 | 1.93% | 2.01% |
| 2019 | 2.20% | 2.77% |
| 2018 | 2.42% | 2.72% |
| 2017 | 1.71% | 2.16% |
| 2016 | 2.13% | 2.10% |
| 2015 | 2.18% | 2.12% |
| 2014 | 1.79% | 1.90% |
| 2013 | 1.05% | 0.99% |
| 2012 | 0.00% | 1.62% |
| 2011 | 0.00% | 2.65% |
| 2010 | 0.00% | 3.88% |
| 2009 | 0.00% | 0.20% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks