JGH vs DGRS

Comparison between Nuveen Global High Income Fund (JGH, ETF) and WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND (DGRS, ETF).

5-Year PerformanceDGRS has outperformed JGH, delivering a return of +5.9% compared to +5.8%

JGH vs DGRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JGH(ETF)	DGRS(ETF)
Net Assets	$385M	$386M
Expense Ratio	N/A	0.38%
Max Drawdown	48.94%	45.69%
Sharpe Ratio	0.72	1.17
5Y Beta	0.39	0.88
P/E Ratio	N/A	23.21
Forward P/E	N/A	12.45
5Y Dividends CAGR	4.00%	6.34%
5Y EPS CAGR	N/A	11.81%
Debt to Equity	N/A	90.75%
P/S Ratio	N/A	1.08
P/B Ratio	N/A	1.99

Net Assets

JGH

$385M

Winner

DGRS

$386M

Expense Ratio

JGH

N/A

DGRS

0.38%

Max Drawdown

JGH

48.94%

Winner

DGRS

45.69%

Sharpe Ratio

JGH

0.72

Winner

DGRS

1.17

5Y Beta

Winner

JGH

0.39

DGRS

0.88

P/E Ratio

JGH

N/A

DGRS

23.21

Forward P/E

JGH

N/A

DGRS

12.45

5Y Dividends CAGR

JGH

4.00%

Winner

DGRS

6.34%

5Y EPS CAGR

JGH

N/A

DGRS

11.81%

Debt to Equity

JGH

N/A

DGRS

90.75%

P/S Ratio

JGH

N/A

DGRS

1.08

P/B Ratio

JGH

N/A

DGRS

1.99

JGH vs DGRS - Historical Returns

Returns include dividend reinvestment.

Period	JGH	DGRS
1 month	+0.98%	-1.09%
3 months	+3.30%	+3.02%
6 months	+7.21%	+13.47%
1 year	+10.55%	+25.75%
5 years(CAGR)	+5.83%	+5.92%
10 years(CAGR)	+8.43%	+9.52%
Max(CAGR)	+6.34%	+9.00%

Winner

JGH

+0.98%

DGRS

-1.09%

Winner

JGH

+3.30%

DGRS

+3.02%

JGH

+7.21%

Winner

DGRS

+13.47%

JGH

+10.55%

Winner

DGRS

+25.75%

5Y(CAGR)

JGH

+5.83%

Winner

DGRS

+5.92%

10Y(CAGR)

JGH

+8.43%

Winner

DGRS

+9.52%

Max(CAGR)

JGH

+6.34%

Winner

DGRS

+9.00%

JGH vs DGRS - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	JGH	DGRS
2026	+5.31%	+12.90%
2025	+8.39%	+0.64%
2024	+14.75%	+10.63%
2023	+19.80%	+20.65%
2022	-21.09%	-13.21%
2021	+12.72%	+24.72%
2020	+2.12%	+8.02%
2019	+29.57%	+23.77%
2018	-12.08%	-10.85%
2017	+15.61%	+6.98%
2016	+29.46%	+33.41%
2015	-12.95%	-6.30%
2014	-6.20%	+6.01%
2013	N/A	+14.92%

JGH vs DGRS Drawdown Comparison

The maximum drawdown for JGH was -43.75%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.

The maximum drawdown for DGRS was -44.82%, occurring on Mar 16, 2020. Recovery took 217 trading sessions.

The current JGH drawdown is -0.62%. The current DGRS drawdown is -1.62%.

Rank	JGH	DGRS
#1	-43.75% Feb 20, 2020 - Feb 9, 2021	-44.82% Jan 16, 2020 - Nov 24, 2020
#2	-28.65% Jan 4, 2022 - Feb 1, 2024	-27.57% Nov 25, 2024 - Feb 4, 2026
#3	-26.38% Nov 24, 2014 - Aug 11, 2016	-24.12% Jan 4, 2022 - Dec 14, 2023
#4	-16.30% Jan 11, 2018 - Apr 10, 2019	-22.95% Aug 21, 2018 - Nov 5, 2019
#5	-13.70% Feb 19, 2025 - Jul 1, 2025	-21.01% Jun 23, 2015 - Jul 11, 2016
#6	-8.38% Oct 7, 2025 - May 29, 2026	-10.76% Jul 1, 2014 - Nov 12, 2014
#7	-6.88% Oct 23, 2017 - Jan 8, 2018	-9.80% Jun 8, 2021 - Nov 5, 2021
#8	-6.45% Oct 26, 2016 - Dec 12, 2016	-9.28% Jul 31, 2024 - Oct 16, 2024
#9	-5.39% Apr 1, 2024 - May 3, 2024	-8.90% Feb 6, 2026 - Apr 17, 2026
#10	-5.27% Aug 29, 2016 - Oct 17, 2016	-8.69% Dec 26, 2013 - Apr 1, 2014
#11	-4.89% Oct 14, 2021 - Jan 4, 2022	-8.44% Dec 9, 2016 - Sep 27, 2017
#12	-4.84% Feb 13, 2017 - Apr 10, 2017	-8.37% Jan 23, 2018 - May 30, 2018
#13	-4.83% May 2, 2019 - Jul 10, 2019	-7.35% Nov 16, 2021 - Jan 4, 2022
#14	-4.46% Feb 12, 2021 - Mar 11, 2021	-7.07% Mar 12, 2021 - May 6, 2021
#15	-4.05% Dec 4, 2024 - Jan 24, 2025	-6.80% Mar 28, 2024 - Jul 15, 2024

Correlation

Correlation between JGH and DGRS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2013 - 2026)

JGH vs DGRS dividend yield comparison.

Year	JGH	DGRS
2026	4.06%	0.65%
2025	9.82%	2.68%
2024	9.67%	2.15%
2023	10.18%	2.36%
2022	12.05%	2.88%
2021	8.19%	2.19%
2020	7.13%	2.32%
2019	7.53%	2.39%
2018	9.88%	2.64%
2017	8.51%	1.90%
2016	9.61%	1.82%
2015	11.44%	2.55%
2014	0.00%	2.07%
2013	0.00%	0.50%