EFG vs DGRW
Comparison between ISHARES MSCI EAFE GROWTH ETF (EFG, ETF) and WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF).
5-Year PerformanceDGRW has outperformed EFG, delivering a return of +11.7% compared to +4.6%
EFG vs DGRW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFG
$17B
Winner
DGRW
$17B
Expense Ratio
EFG
0.34%
Winner
DGRW
0.28%
Max Drawdown
EFG
59.71%
Winner
DGRW
32.21%
Sharpe Ratio
EFG
0.64
Winner
DGRW
1.09
5Y Beta
EFG
0.87
Winner
DGRW
0.77
P/E Ratio
EFG
N/A
DGRW
25.66
Forward P/E
EFG
N/A
DGRW
19.88
PEG Ratio
EFG
N/A
DGRW
-0.48
5Y Dividends CAGR
Winner
EFG
17.12%
DGRW
2.33%
5Y EPS CAGR
EFG
N/A
DGRW
20.24%
Debt to Equity
EFG
N/A
DGRW
-74.97%
P/S Ratio
EFG
N/A
DGRW
3.06
P/B Ratio
EFG
N/A
DGRW
5.50
EFG vs DGRW - Holdings Comparison
EFG and DGRW have 0 common holdings. Overlap is 0.00%
EFG's top 25 holdings weight is 37.36%. DGRW's top 25 holdings weight is 56.85%.
| Rank | EFG | DGRW |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 5.84% | MICROSOFT CORP (MSFT) - 8.19% |
| #2 | ASTRAZENECA PLC (AZN:XLON) - 2.15% | APPLE INC (AAPL) - 5.36% |
| #3 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.92% | EXXON MOBIL CORP (XOM) - 4.60% |
| #4 | SAP SE (n/a) - 1.82% | NVIDIA CORP (NVDA) - 4.38% |
| #5 | SCHNEIDER ELECTRIC SE (n/a) - 1.69% | CHEVRON CORP (CVX) - 2.62% |
| #6 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.56% | ALPHABET INC CLASS A (GOOGL) - 2.59% |
| #7 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.54% | WALMART INC (WMT) - 2.52% |
| #8 | TOKYO ELECTRON LTD (n/a) - 1.45% | ALPHABET INC CLASS C (GOOG) - 2.45% |
| #9 | ABB LTD (n/a) - 1.43% | PROCTER & GAMBLE CO (PG) - 2.34% |
| #10 | NOVO NORDISK AS CLASS B (n/a) - 1.38% | MERCK & CO INC (MRK) - 2.33% |
| #11 | HITACHI LTD (n/a) - 1.38% | THE HOME DEPOT INC (HD) - 2.28% |
| #12 | ADVANTEST CORP (n/a) - 1.35% | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.28% |
| #13 | AIRBUS SE (n/a) - 1.31% | CITIGROUP INC (C) - 2.08% |
| #14 | SAFRAN SA (n/a) - 1.28% | PEPSICO INC (PEP) - 1.98% |
| #15 | SONY GROUP CORP (n/a) - 1.23% | ELI LILLY AND CO (LLY) - 1.85% |
| #16 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.21% | ORACLE CORP (ORCL) - 1.65% |
| #17 | n/a (n/a) - 1.19% | MCDONALD'S CORP (MCD) - 1.63% |
| #18 | DEUTSCHE TELEKOM AG (n/a) - 1.02% | META PLATFORMS INC CLASS A (META) - 1.45% |
| #19 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.99% | GILEAD SCIENCES INC (GILD) - 1.44% |
| #20 | AIA GROUP LTD (n/a) - 0.99% | VISA INC CLASS A (V) - 1.31% |
| #21 | GSK PLC (n/a) - 0.96% | CSX CORP (CSX) - 0.32% |
| #22 | RECRUIT HOLDINGS CO LTD (n/a) - 0.96% | HCA HEALTHCARE INC (HCA) - 0.32% |
| #23 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.91% | SYSCO CORP (SYY) - 0.30% |
| #24 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 0.91% | FASTENAL CO (FAST) - 0.29% |
| #25 | FAST RETAILING CO LTD (n/a) - 0.89% | ROCKWELL AUTOMATION INC (ROK) - 0.29% |
| Total Holdings | 377 | 261 |
EFG vs DGRW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFG
+3.88%
DGRW
+3.43%
3M
Winner
EFG
+4.33%
DGRW
+3.77%
6M
EFG
+3.21%
Winner
DGRW
+7.24%
1Y
EFG
+15.88%
Winner
DGRW
+16.13%
5Y(CAGR)
EFG
+4.58%
Winner
DGRW
+11.68%
10Y(CAGR)
EFG
+8.02%
Winner
DGRW
+13.90%
Max(CAGR)
EFG
+6.23%
Winner
DGRW
+13.20%
EFG vs DGRW - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EFG | DGRW |
|---|---|---|
| 2026 | +10.01% | +11.37% |
| 2025 | +21.02% | +12.51% |
| 2024 | +3.20% | +17.15% |
| 2023 | +16.74% | +18.95% |
| 2022 | -23.27% | -6.36% |
| 2021 | +10.16% | +26.32% |
| 2020 | +17.02% | +13.29% |
| 2019 | +28.17% | +29.68% |
| 2018 | -13.23% | -5.82% |
| 2017 | +28.68% | +26.25% |
| 2016 | -1.54% | +13.75% |
| 2015 | +3.93% | +0.16% |
| 2014 | -4.10% | +14.82% |
| 2013 | +19.68% | +13.18% |
| 2012 | +14.71% | N/A |
| 2011 | -13.55% | N/A |
| 2010 | +9.96% | N/A |
| 2009 | +22.85% | N/A |
| 2008 | -40.01% | N/A |
| 2007 | +14.32% | N/A |
| 2006 | +17.74% | N/A |
| 2005 | +10.98% | N/A |
EFG vs DGRW Drawdown Comparison
The maximum drawdown for EFG was -58.41%, occurring on Mar 9, 2009. Recovery took 1635 trading sessions.
The maximum drawdown for DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The current EFG drawdown is -1.14%. The current DGRW drawdown is -1.03%.
| Rank | EFG | DGRW |
|---|---|---|
| #1 | -58.41% Oct 31, 2007 - May 1, 2014 | -32.03% Jan 17, 2020 - Aug 10, 2020 |
| #2 | -35.76% Sep 7, 2021 - May 19, 2025 | -18.64% Sep 21, 2018 - Apr 15, 2019 |
| #3 | -29.88% Jan 17, 2020 - Jul 22, 2020 | -17.27% Jan 4, 2022 - Jun 12, 2023 |
| #4 | -20.72% Jan 26, 2018 - Nov 1, 2019 | -16.22% Nov 8, 2024 - Jul 3, 2025 |
| #5 | -18.90% May 21, 2015 - May 2, 2017 | -13.17% May 21, 2015 - Apr 13, 2016 |
| #6 | -16.38% May 9, 2006 - Nov 30, 2006 | -11.07% Jan 26, 2018 - Aug 29, 2018 |
| #7 | -13.53% Jul 3, 2014 - Apr 23, 2015 | -9.92% Jul 25, 2023 - Dec 11, 2023 |
| #8 | -12.78% Feb 25, 2026 - Jun 2, 2026 | -8.30% Feb 11, 2026 - Apr 17, 2026 |
| #9 | -12.13% Jul 12, 2007 - Sep 27, 2007 | -7.73% Apr 23, 2019 - Jul 3, 2019 |
| #10 | -7.80% Feb 16, 2021 - Apr 15, 2021 | -7.64% Oct 12, 2020 - Nov 10, 2020 |
| #11 | -7.72% Feb 26, 2007 - Mar 21, 2007 | -7.19% Sep 2, 2020 - Oct 12, 2020 |
| #12 | -7.08% Oct 12, 2020 - Nov 5, 2020 | -7.06% Dec 31, 2013 - Mar 4, 2014 |
| #13 | -6.95% Oct 27, 2025 - Jan 5, 2026 | -6.54% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -5.47% Jun 22, 2026 - Aug 7, 2026 | -6.26% Jul 16, 2024 - Aug 19, 2024 |
| #15 | -5.44% Jul 23, 2025 - Sep 11, 2025 | -6.19% Jul 29, 2019 - Sep 11, 2019 |
Correlation
Correlation between EFG and DGRW is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
EFG vs DGRW dividend yield comparison.
| Year | EFG | DGRW |
|---|---|---|
| 2026 | 0.78% | 0.61% |
| 2025 | 2.53% | 1.43% |
| 2024 | 1.64% | 1.55% |
| 2023 | 1.63% | 1.74% |
| 2022 | 1.27% | 2.15% |
| 2021 | 1.54% | 1.78% |
| 2020 | 0.85% | 1.93% |
| 2019 | 1.69% | 2.20% |
| 2018 | 1.98% | 2.42% |
| 2017 | 1.56% | 1.71% |
| 2016 | 2.20% | 2.13% |
| 2015 | 1.75% | 2.18% |
| 2014 | 2.34% | 1.79% |
| 2013 | 1.86% | 1.05% |
| 2012 | 2.29% | 0.00% |
| 2011 | 2.48% | 0.00% |
| 2010 | 1.78% | 0.00% |
| 2009 | 2.09% | 0.00% |
| 2008 | 2.91% | 0.00% |
| 2007 | 0.94% | 0.00% |
| 2006 | 1.01% | 0.00% |
| 2005 | 0.41% | 0.00% |
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