DGRW vs XLP
Comparison between WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF) and THE CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP, ETF).
5-Year PerformanceDGRW has outperformed XLP, delivering a return of +11.6% compared to +6.3%
DGRW vs XLP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DGRW
$15B
Winner
XLP
$16B
Expense Ratio
DGRW
0.28%
Winner
XLP
0.08%
Max Drawdown
Winner
DGRW
32.21%
XLP
37.82%
Sharpe Ratio
Winner
DGRW
1.70
XLP
0.25
5Y Beta
DGRW
0.78
Winner
XLP
0.22
P/E Ratio
Winner
DGRW
26.23
XLP
29.61
Forward P/E
DGRW
20.28
Winner
XLP
19.71
PEG Ratio
Winner
DGRW
0.35
XLP
1.86
5Y Dividends CAGR
DGRW
3.37%
Winner
XLP
4.86%
5Y EPS CAGR
Winner
DGRW
23.09%
XLP
7.07%
Debt to Equity
Winner
DGRW
-17.81%
XLP
202.89%
P/S Ratio
DGRW
3.13
Winner
XLP
1.34
P/B Ratio
DGRW
5.37
Winner
XLP
4.81
DGRW vs XLP - Holdings Comparison
DGRW and XLP have 8 common holdings. Overlap is 9.70%
DGRW's top 25 holdings weight is 56.85%. XLP's top 25 holdings weight is 92.12%.
| Rank | DGRW | XLP |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 8.19% | WALMART INC (WMT) - 11.98% |
| #2 | APPLE INC (AAPL) - 5.36% | COSTCO WHOLESALE CORP (COST) - 9.46% |
| #3 | EXXON MOBIL CORP (XOM) - 4.60% | PROCTER & GAMBLE CO (PG) - 7.27% |
| #4 | NVIDIA CORP (NVDA) - 4.38% | COCA-COLA CO (KO) - 6.52% |
| #5 | CHEVRON CORP (CVX) - 2.62% | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.41% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.59% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 4.98% |
| #7 | WALMART INC (WMT) - 2.52% | ALTRIA GROUP INC (MO) - 4.65% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.45% | PEPSICO INC (PEP) - 4.53% |
| #9 | PROCTER & GAMBLE CO (PG) - 2.34% | COLGATE-PALMOLIVE CO (CL) - 4.26% |
| #10 | MERCK & CO INC (MRK) - 2.33% | TARGET CORP (TGT) - 3.84% |
| #11 | THE HOME DEPOT INC (HD) - 2.28% | MONSTER BEVERAGE CORP (MNST) - 3.64% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.28% | KEURIG DR PEPPER INC (KDP) - 2.61% |
| #13 | CITIGROUP INC (C) - 2.08% | THE KROGER CO (KR) - 2.59% |
| #14 | PEPSICO INC (PEP) - 1.98% | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.37% |
| #15 | ELI LILLY AND CO (LLY) - 1.85% | SYSCO CORP (SYY) - 2.35% |
| #16 | ORACLE CORP (ORCL) - 1.65% | KENVUE INC (KVUE) - 2.19% |
| #17 | MCDONALD'S CORP (MCD) - 1.63% | KIMBERLY-CLARK CORP (KMB) - 2.11% |
| #18 | META PLATFORMS INC CLASS A (META) - 1.45% | THE HERSHEY CO (HSY) - 1.86% |
| #19 | GILEAD SCIENCES INC (GILD) - 1.44% | DOLLAR GENERAL CORP (DG) - 1.67% |
| #20 | VISA INC CLASS A (V) - 1.31% | CHURCH & DWIGHT CO INC (CHD) - 1.51% |
| #21 | CSX CORP (CSX) - 0.32% | CONSTELLATION BRANDS INC CLASS A (STZ) - 1.40% |
| #22 | HCA HEALTHCARE INC (HCA) - 0.32% | THE KRAFT HEINZ CO (KHC) - 1.27% |
| #23 | SYSCO CORP (SYY) - 0.30% | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.24% |
| #24 | FASTENAL CO (FAST) - 0.29% | GENERAL MILLS INC (GIS) - 1.22% |
| #25 | ROCKWELL AUTOMATION INC (ROK) - 0.29% | TYSON FOODS INC CLASS A (TSN) - 1.19% |
| Total Holdings | 261 | 39 |
DGRW vs XLP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DGRW
+5.09%
XLP
+1.69%
3M
Winner
DGRW
+1.94%
XLP
-3.18%
6M
DGRW
+8.49%
Winner
XLP
+11.24%
1Y
Winner
DGRW
+22.57%
XLP
+6.30%
5Y(CAGR)
Winner
DGRW
+11.55%
XLP
+6.32%
10Y(CAGR)
Winner
DGRW
+14.08%
XLP
+7.47%
Max(CAGR)
Winner
DGRW
+13.10%
XLP
+7.21%
DGRW vs XLP - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DGRW | XLP |
|---|---|---|
| 2026 | +6.24% | +8.96% |
| 2025 | +12.51% | +1.83% |
| 2024 | +17.15% | +10.94% |
| 2023 | +18.95% | -0.45% |
| 2022 | -6.36% | -0.82% |
| 2021 | +26.32% | +18.48% |
| 2020 | +13.29% | +11.03% |
| 2019 | +29.68% | +28.18% |
| 2018 | -5.82% | -7.50% |
| 2017 | +26.25% | +12.57% |
| 2016 | +13.75% | +6.33% |
| 2015 | +0.16% | +7.20% |
| 2014 | +14.82% | +17.17% |
| 2013 | +13.18% | +23.13% |
| 2012 | N/A | +10.84% |
| 2011 | N/A | +13.92% |
| 2010 | N/A | +12.93% |
| 2009 | N/A | +12.35% |
| 2008 | N/A | -13.79% |
| 2007 | N/A | +11.96% |
| 2006 | N/A | +14.03% |
| 2005 | N/A | +2.84% |
| 2004 | N/A | +8.95% |
| 2003 | N/A | +9.08% |
| 2002 | N/A | -19.81% |
| 2001 | N/A | -8.72% |
| 2000 | N/A | +27.10% |
| 1999 | N/A | -7.17% |
DGRW vs XLP Drawdown Comparison
The maximum drawdown for DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for XLP was -35.89%, occurring on Mar 10, 2003. Recovery took 1464 trading sessions.
The current DGRW drawdown is -0.21%. The current XLP drawdown is -5.95%.
| Rank | DGRW | XLP |
|---|---|---|
| #1 | -32.03% Jan 17, 2020 - Aug 10, 2020 | -35.89% Dec 28, 2000 - Oct 26, 2006 |
| #2 | -18.64% Sep 21, 2018 - Apr 15, 2019 | -32.39% Sep 12, 2008 - Mar 17, 2010 |
| #3 | -17.27% Jan 4, 2022 - Jun 12, 2023 | -26.38% Nov 24, 1999 - Jul 5, 2000 |
| #4 | -16.22% Nov 8, 2024 - Jul 3, 2025 | -24.50% Feb 14, 2020 - Aug 12, 2020 |
| #5 | -13.17% May 21, 2015 - Apr 13, 2016 | -16.32% Apr 20, 2022 - Mar 28, 2024 |
| #6 | -11.07% Jan 26, 2018 - Aug 29, 2018 | -16.11% Jan 26, 2018 - Apr 17, 2019 |
| #7 | -9.92% Jul 25, 2023 - Dec 11, 2023 | -11.94% May 19, 2011 - Dec 6, 2011 |
| #8 | -8.30% Feb 11, 2026 - Apr 17, 2026 | -10.07% Aug 5, 2015 - Oct 22, 2015 |
| #9 | -7.73% Apr 23, 2019 - Jul 3, 2019 | -9.69% Feb 27, 2026 - Mar 20, 2026 |
| #10 | -7.64% Oct 12, 2020 - Nov 10, 2020 | -9.24% Jul 13, 2016 - Feb 22, 2017 |
| #11 | -7.19% Sep 2, 2020 - Oct 12, 2020 | -9.01% Dec 10, 2007 - Sep 8, 2008 |
| #12 | -7.06% Dec 31, 2013 - Mar 4, 2014 | -8.88% Mar 23, 2010 - Sep 20, 2010 |
| #13 | -6.54% Sep 19, 2014 - Oct 31, 2014 | -8.53% Aug 20, 2025 - Jan 14, 2026 |
| #14 | -6.26% Jul 16, 2024 - Aug 19, 2024 | -8.36% Sep 16, 2024 - Feb 25, 2025 |
| #15 | -6.19% Jul 29, 2019 - Sep 11, 2019 | -8.19% Feb 25, 2025 - Aug 12, 2025 |
Correlation
Correlation between DGRW and XLP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
DGRW vs XLP dividend yield comparison.
| Year | DGRW | XLP |
|---|---|---|
| 2026 | 0.34% | 0.54% |
| 2025 | 1.43% | 2.75% |
| 2024 | 1.55% | 2.77% |
| 2023 | 1.74% | 2.63% |
| 2022 | 2.15% | 2.47% |
| 2021 | 1.78% | 2.27% |
| 2020 | 1.93% | 2.50% |
| 2019 | 2.20% | 2.57% |
| 2018 | 2.42% | 3.04% |
| 2017 | 1.71% | 2.62% |
| 2016 | 2.13% | 2.53% |
| 2015 | 2.18% | 2.53% |
| 2014 | 1.79% | 2.40% |
| 2013 | 1.05% | 2.39% |
| 2012 | 0.00% | 3.06% |
| 2011 | 0.00% | 2.73% |
| 2010 | 0.00% | 2.60% |
| 2009 | 0.00% | 2.45% |
| 2008 | 0.00% | 2.74% |
| 2007 | 0.00% | 2.08% |
| 2006 | 0.00% | 1.97% |
| 2005 | 0.00% | 1.90% |
| 2004 | 0.00% | 1.54% |
| 2003 | 0.00% | 1.65% |
| 2002 | 0.00% | 1.93% |
| 2001 | 0.00% | 1.26% |
| 2000 | 0.00% | 1.04% |
| 1999 | 0.00% | 0.29% |
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