HYG vs DGRW
Comparison between ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG, ETF) and WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF).
5-Year PerformanceDGRW has outperformed HYG, delivering a return of +11.7% compared to +3.8%
HYG vs DGRW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HYG vs DGRW - Historical Returns
Returns include dividend reinvestment.
HYG vs DGRW - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | HYG | DGRW |
|---|---|---|
| 2026 | +2.14% | +11.37% |
| 2025 | +8.34% | +12.51% |
| 2024 | +8.33% | +17.15% |
| 2023 | +11.32% | +18.95% |
| 2022 | -10.95% | -6.36% |
| 2021 | +3.96% | +26.32% |
| 2020 | +4.04% | +13.29% |
| 2019 | +14.24% | +29.68% |
| 2018 | -2.11% | -5.82% |
| 2017 | +5.63% | +26.25% |
| 2016 | +14.09% | +13.75% |
| 2015 | -5.03% | +0.16% |
| 2014 | +1.72% | +14.82% |
| 2013 | +4.77% | +13.18% |
| 2012 | +11.30% | N/A |
| 2011 | +6.68% | N/A |
| 2010 | +11.02% | N/A |
| 2009 | +28.98% | N/A |
| 2008 | -16.57% | N/A |
| 2007 | +1.62% | N/A |
HYG vs DGRW Drawdown Comparison
The maximum drawdown for HYG was -34.28%, occurring on Nov 20, 2008. Recovery took 556 trading sessions.
The maximum drawdown for DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The current HYG drawdown is -0.23%. The current DGRW drawdown is -1.03%.
| Rank | HYG | DGRW |
|---|---|---|
| #1 | -34.28% Sep 19, 2007 - Dec 2, 2009 | -32.03% Jan 17, 2020 - Aug 10, 2020 |
| #2 | -22.03% Feb 13, 2020 - Nov 4, 2020 | -18.64% Sep 21, 2018 - Apr 15, 2019 |
| #3 | -15.79% Dec 27, 2021 - Mar 7, 2024 | -17.27% Jan 4, 2022 - Jun 12, 2023 |
| #4 | -13.44% Apr 15, 2015 - Jul 8, 2016 | -16.22% Nov 8, 2024 - Jul 3, 2025 |
| #5 | -10.05% Jul 22, 2011 - Oct 24, 2011 | -13.17% May 21, 2015 - Apr 13, 2016 |
| #6 | -8.38% May 25, 2007 - Sep 18, 2007 | -11.07% Jan 26, 2018 - Aug 29, 2018 |
| #7 | -7.90% Oct 27, 2011 - Dec 23, 2011 | -9.92% Jul 25, 2023 - Dec 11, 2023 |
| #8 | -7.07% Apr 23, 2010 - Jul 20, 2010 | -8.30% Feb 11, 2026 - Apr 17, 2026 |
| #9 | -7.05% May 8, 2013 - Nov 29, 2013 | -7.73% Apr 23, 2019 - Jul 3, 2019 |
| #10 | -6.42% Jun 25, 2014 - Apr 15, 2015 | -7.64% Oct 12, 2020 - Nov 10, 2020 |
| #11 | -6.41% Oct 1, 2018 - Jan 31, 2019 | -7.19% Sep 2, 2020 - Oct 12, 2020 |
| #12 | -6.05% Jan 8, 2010 - Mar 16, 2010 | -7.06% Dec 31, 2013 - Mar 4, 2014 |
| #13 | -4.56% May 18, 2011 - Jul 7, 2011 | -6.54% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -4.56% Feb 28, 2025 - May 12, 2025 | -6.26% Jul 16, 2024 - Aug 19, 2024 |
| #15 | -4.50% May 2, 2012 - Jun 29, 2012 | -6.19% Jul 29, 2019 - Sep 11, 2019 |
Correlation
Correlation between HYG and DGRW is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
HYG vs DGRW dividend yield comparison.
| Year | HYG | DGRW |
|---|---|---|
| 2026 | 3.46% | 0.61% |
| 2025 | 5.71% | 1.43% |
| 2024 | 6.01% | 1.55% |
| 2023 | 5.74% | 1.74% |
| 2022 | 5.30% | 2.15% |
| 2021 | 4.02% | 1.78% |
| 2020 | 4.88% | 1.93% |
| 2019 | 4.99% | 2.20% |
| 2018 | 5.54% | 2.42% |
| 2017 | 5.12% | 1.71% |
| 2016 | 5.27% | 2.13% |
| 2015 | 5.90% | 2.18% |
| 2014 | 5.69% | 1.79% |
| 2013 | 6.10% | 1.05% |
| 2012 | 6.60% | 0.00% |
| 2011 | 7.51% | 0.00% |
| 2010 | 8.25% | 0.00% |
| 2009 | 9.48% | 0.00% |
| 2008 | 10.08% | 0.00% |
| 2007 | 5.23% | 0.00% |
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