IWY vs DGRW

Comparison between ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF) and WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF).

5-Year PerformanceIWY has outperformed DGRW, delivering a return of +16.4% compared to +11.9%

IWY vs DGRW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWY(ETF)	DGRW(ETF)
Net Assets	$17B	$16B
Expense Ratio	0.20%	0.28%
Max Drawdown	33.06%	32.21%
Sharpe Ratio	1.64	1.66
5Y Beta	1.20	0.78
P/E Ratio	35.40	26.23
Forward P/E	27.62	19.88
PEG Ratio	0.61	0.35
5Y Dividends CAGR	4.97%	3.37%
5Y EPS CAGR	35.86%	23.09%
Debt to Equity	18.87%	-17.81%
P/S Ratio	7.21	3.05
P/B Ratio	13.15	5.37

Net Assets

Winner

IWY

$17B

DGRW

$16B

Expense Ratio

Winner

IWY

0.20%

DGRW

0.28%

Max Drawdown

IWY

33.06%

Winner

DGRW

32.21%

Sharpe Ratio

IWY

1.64

Winner

DGRW

1.66

5Y Beta

IWY

1.20

Winner

DGRW

0.78

P/E Ratio

IWY

35.40

Winner

DGRW

26.23

Forward P/E

IWY

27.62

Winner

DGRW

19.88

PEG Ratio

IWY

0.61

Winner

DGRW

0.35

5Y Dividends CAGR

Winner

IWY

4.97%

DGRW

3.37%

5Y EPS CAGR

Winner

IWY

35.86%

DGRW

23.09%

Debt to Equity

IWY

18.87%

Winner

DGRW

-17.81%

P/S Ratio

IWY

7.21

Winner

DGRW

3.05

P/B Ratio

IWY

13.15

Winner

DGRW

5.37

IWY vs DGRW - Holdings Comparison

IWY and DGRW have 25 common holdings. Overlap is 31.70%

IWY's top 25 holdings weight is 83.52%. DGRW's top 25 holdings weight is 56.85%.

Rank	IWY	DGRW
#1	NVIDIA CORP (NVDA) - 15.94%	MICROSOFT CORP (MSFT) - 8.19%
#2	APPLE INC (AAPL) - 12.49%	APPLE INC (AAPL) - 5.36%
#3	MICROSOFT CORP (MSFT) - 10.25%	EXXON MOBIL CORP (XOM) - 4.60%
#4	BROADCOM INC (AVGO) - 4.97%	NVIDIA CORP (NVDA) - 4.38%
#5	AMAZON.COM INC (AMZN) - 4.96%	CHEVRON CORP (CVX) - 2.62%
#6	ALPHABET INC CLASS A (GOOGL) - 4.27%	ALPHABET INC CLASS A (GOOGL) - 2.59%
#7	META PLATFORMS INC CLASS A (META) - 3.58%	WALMART INC (WMT) - 2.52%
#8	ALPHABET INC CLASS C (GOOG) - 3.45%	ALPHABET INC CLASS C (GOOG) - 2.45%
#9	TESLA INC (TSLA) - 3.18%	PROCTER & GAMBLE CO (PG) - 2.34%
#10	ELI LILLY AND CO (LLY) - 2.44%	MERCK & CO INC (MRK) - 2.33%
#11	VISA INC CLASS A (V) - 1.97%	THE HOME DEPOT INC (HD) - 2.28%
#12	COSTCO WHOLESALE CORP (COST) - 1.67%	PHILIP MORRIS INTERNATIONAL INC (PM) - 2.28%
#13	MASTERCARD INC CLASS A (MA) - 1.55%	CITIGROUP INC (C) - 2.08%
#14	NETFLIX INC (NFLX) - 1.48%	PEPSICO INC (PEP) - 1.98%
#15	ABBVIE INC (ABBV) - 1.33%	ELI LILLY AND CO (LLY) - 1.85%
#16	LAM RESEARCH CORP (LRCX) - 1.20%	ORACLE CORP (ORCL) - 1.65%
#17	n/a (PLTR) - 1.17%	MCDONALD'S CORP (MCD) - 1.63%
#18	ADVANCED MICRO DEVICES INC (AMD) - 1.15%	META PLATFORMS INC CLASS A (META) - 1.45%
#19	GE AEROSPACE (GE) - 1.14%	GILEAD SCIENCES INC (GILD) - 1.44%
#20	GE VERNOVA INC (GEV) - 1.11%	VISA INC CLASS A (V) - 1.31%
#21	ORACLE CORP (ORCL) - 1.06%	CSX CORP (CSX) - 0.32%
#22	THE HOME DEPOT INC (HD) - 0.95%	HCA HEALTHCARE INC (HCA) - 0.32%
#23	KLA CORP (KLAC) - 0.90%	SYSCO CORP (SYY) - 0.30%
#24	AMPHENOL CORP CLASS A (APH) - 0.66%	FASTENAL CO (FAST) - 0.29%
#25	ARISTA NETWORKS INC (ANET) - 0.65%	ROCKWELL AUTOMATION INC (ROK) - 0.29%
Total Holdings	113	261

IWY vs DGRW - Historical Returns

Returns include dividend reinvestment.

Period	IWY	DGRW
1 month	+11.13%	+5.18%
3 months	+8.45%	+1.81%
6 months	+3.00%	+6.78%
1 year	+28.06%	+19.56%
5 years(CAGR)	+16.39%	+11.86%
10 years(CAGR)	+19.48%	+14.07%
Max(CAGR)	+17.25%	+13.09%

Winner

IWY

+11.13%

DGRW

+5.18%

Winner

IWY

+8.45%

DGRW

+1.81%

IWY

+3.00%

Winner

DGRW

+6.78%

Winner

IWY

+28.06%

DGRW

+19.56%

5Y(CAGR)

Winner

IWY

+16.39%

DGRW

+11.86%

10Y(CAGR)

Winner

IWY

+19.48%

DGRW

+14.07%

Max(CAGR)

Winner

IWY

+17.25%

DGRW

+13.09%

IWY vs DGRW - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IWY	DGRW
2026	+5.10%	+6.27%
2025	+18.71%	+12.51%
2024	+36.91%	+17.15%
2023	+47.75%	+18.95%
2022	-30.61%	-6.36%
2021	+33.02%	+26.32%
2020	+37.12%	+13.29%
2019	+36.35%	+29.68%
2018	-1.70%	-5.82%
2017	+30.69%	+26.25%
2016	+8.88%	+13.75%
2015	+8.06%	+0.16%
2014	+14.33%	+14.82%
2013	+28.99%	+13.18%
2012	+13.15%	N/A
2011	+3.69%	N/A
2010	+11.40%	N/A
2009	+8.92%	N/A

IWY vs DGRW Drawdown Comparison

The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.

The maximum drawdown for DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.

The current IWY drawdown is -0.06%. The current DGRW drawdown is -0.19%.

Rank	IWY	DGRW
#1	-32.68% Dec 27, 2021 - Dec 13, 2023	-32.03% Jan 17, 2020 - Aug 10, 2020
#2	-30.76% Feb 19, 2020 - Jun 8, 2020	-18.64% Sep 21, 2018 - Apr 15, 2019
#3	-23.21% Dec 16, 2024 - Jun 27, 2025	-17.27% Jan 4, 2022 - Jun 12, 2023
#4	-22.15% Oct 1, 2018 - Apr 23, 2019	-16.22% Nov 8, 2024 - Jul 3, 2025
#5	-16.63% Oct 29, 2025 - May 8, 2026	-13.17% May 21, 2015 - Apr 13, 2016
#6	-15.77% Jul 22, 2011 - Jan 25, 2012	-11.07% Jan 26, 2018 - Aug 29, 2018
#7	-15.46% Apr 23, 2010 - Oct 18, 2010	-9.92% Jul 25, 2023 - Dec 11, 2023
#8	-13.86% Jul 10, 2024 - Oct 29, 2024	-8.30% Feb 11, 2026 - Apr 17, 2026
#9	-12.42% Jul 20, 2015 - Nov 2, 2015	-7.73% Apr 23, 2019 - Jul 3, 2019
#10	-12.27% Dec 1, 2015 - Apr 18, 2016	-7.64% Oct 12, 2020 - Nov 10, 2020
#11	-11.88% Sep 2, 2020 - Dec 17, 2020	-7.19% Sep 2, 2020 - Oct 12, 2020
#12	-9.96% Jan 26, 2018 - Jun 6, 2018	-7.06% Dec 31, 2013 - Mar 4, 2014
#13	-9.27% Apr 2, 2012 - Aug 16, 2012	-6.54% Sep 19, 2014 - Oct 31, 2014
#14	-8.77% Feb 12, 2021 - Apr 7, 2021	-6.26% Jul 16, 2024 - Aug 19, 2024
#15	-8.34% Sep 19, 2012 - Jan 23, 2013	-6.19% Jul 29, 2019 - Sep 11, 2019

Correlation

Correlation between IWY and DGRW is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2009 - 2026)

IWY vs DGRW dividend yield comparison.

Year	IWY	DGRW
2026	0.07%	0.34%
2025	0.36%	1.43%
2024	0.42%	1.55%
2023	0.68%	1.74%
2022	0.88%	2.15%
2021	0.50%	1.78%
2020	0.71%	1.93%
2019	1.06%	2.20%
2018	1.32%	2.42%
2017	1.26%	1.71%
2016	1.51%	2.13%
2015	1.58%	2.18%
2014	1.44%	1.79%
2013	1.56%	1.05%
2012	1.80%	0.00%
2011	1.58%	0.00%
2010	1.27%	0.00%
2009	0.40%	0.00%