SPSM vs DGRW
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 600(TM) SMALL CAP ETF (SPSM, ETF) and WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF).
5-Year PerformanceDGRW has outperformed SPSM, delivering a return of +11.7% compared to +8.0%
SPSM vs DGRW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPSM
$17B
DGRW
$17B
Expense Ratio
Winner
SPSM
0.03%
DGRW
0.28%
Max Drawdown
SPSM
44.40%
Winner
DGRW
32.21%
Sharpe Ratio
Winner
SPSM
1.45
DGRW
1.09
5Y Beta
SPSM
1.00
Winner
DGRW
0.77
P/E Ratio
SPSM
37.60
Winner
DGRW
25.66
Forward P/E
Winner
SPSM
16.53
DGRW
19.88
PEG Ratio
SPSM
N/A
DGRW
-0.48
5Y Dividends CAGR
Winner
SPSM
9.79%
DGRW
2.33%
5Y EPS CAGR
SPSM
16.79%
Winner
DGRW
20.24%
Debt to Equity
SPSM
56.08%
Winner
DGRW
-74.97%
P/S Ratio
Winner
SPSM
1.26
DGRW
3.06
P/B Ratio
Winner
SPSM
2.16
DGRW
5.50
SPSM vs DGRW - Holdings Comparison
SPSM and DGRW have 24 common holdings. Overlap is 0.70%
SPSM's top 25 holdings weight is 11.63%. DGRW's top 25 holdings weight is 56.85%.
| Rank | SPSM | DGRW |
|---|---|---|
| #1 | VIASAT INC (VSAT) - 0.63% | MICROSOFT CORP (MSFT) - 8.19% |
| #2 | CORCEPT THERAPEUTICS INC (CORT) - 0.60% | APPLE INC (AAPL) - 5.36% |
| #3 | GLAUKOS CORP (GKOS) - 0.58% | EXXON MOBIL CORP (XOM) - 4.60% |
| #4 | BRINKER INTERNATIONAL INC (EAT) - 0.53% | NVIDIA CORP (NVDA) - 4.38% |
| #5 | JACKSON FINANCIAL INC (JXN) - 0.50% | CHEVRON CORP (CVX) - 2.62% |
| #6 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.49% | ALPHABET INC CLASS A (GOOGL) - 2.59% |
| #7 | FORMFACTOR INC (FORM) - 0.48% | WALMART INC (WMT) - 2.52% |
| #8 | PAYCOM SOFTWARE INC (PAYC) - 0.48% | ALPHABET INC CLASS C (GOOG) - 2.45% |
| #9 | ELEMENT SOLUTIONS INC (ESI) - 0.47% | PROCTER & GAMBLE CO (PG) - 2.34% |
| #10 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.47% | MERCK & CO INC (MRK) - 2.33% |
| #11 | EASTMAN CHEMICAL CO (EMN) - 0.46% | THE HOME DEPOT INC (HD) - 2.28% |
| #12 | ALKERMES PLC (ALKS) - 0.45% | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.28% |
| #13 | CARMAX INC (KMX) - 0.45% | CITIGROUP INC (C) - 2.08% |
| #14 | ARGAN INC (AGX) - 0.44% | PEPSICO INC (PEP) - 1.98% |
| #15 | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 0.43% | ELI LILLY AND CO (LLY) - 1.85% |
| #16 | VICTORIA'S SECRET & CO (VSXY) - 0.43% | ORACLE CORP (ORCL) - 1.65% |
| #17 | RALLIANT CORP (RAL) - 0.42% | MCDONALD'S CORP (MCD) - 1.63% |
| #18 | QORVO INC (QRVO) - 0.42% | META PLATFORMS INC CLASS A (META) - 1.45% |
| #19 | ETSY INC (ETSY) - 0.42% | GILEAD SCIENCES INC (GILD) - 1.44% |
| #20 | FEDERAL SIGNAL CORP (FSS) - 0.42% | VISA INC CLASS A (V) - 1.31% |
| #21 | ESCO TECHNOLOGIES INC (ESE) - 0.42% | CSX CORP (CSX) - 0.32% |
| #22 | LINCOLN NATIONAL CORP (LNC) - 0.42% | HCA HEALTHCARE INC (HCA) - 0.32% |
| #23 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.41% | SYSCO CORP (SYY) - 0.30% |
| #24 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.41% | FASTENAL CO (FAST) - 0.29% |
| #25 | SM ENERGY CO (SM) - 0.40% | ROCKWELL AUTOMATION INC (ROK) - 0.29% |
| Total Holdings | 610 | 261 |
SPSM vs DGRW - Historical Returns
Returns include dividend reinvestment.
1M
SPSM
+0.49%
Winner
DGRW
+3.43%
3M
Winner
SPSM
+8.42%
DGRW
+3.77%
6M
Winner
SPSM
+12.40%
DGRW
+7.24%
1Y
Winner
SPSM
+30.87%
DGRW
+16.13%
5Y(CAGR)
SPSM
+8.03%
Winner
DGRW
+11.68%
10Y(CAGR)
SPSM
+10.75%
Winner
DGRW
+13.90%
Max(CAGR)
SPSM
+10.13%
Winner
DGRW
+13.20%
SPSM vs DGRW - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | SPSM | DGRW |
|---|---|---|
| 2026 | +21.96% | +11.37% |
| 2025 | +6.16% | +12.51% |
| 2024 | +9.09% | +17.15% |
| 2023 | +16.28% | +18.95% |
| 2022 | -17.04% | -6.36% |
| 2021 | +28.01% | +26.32% |
| 2020 | +11.63% | +13.29% |
| 2019 | +25.19% | +29.68% |
| 2018 | -12.00% | -5.82% |
| 2017 | +14.85% | +26.25% |
| 2016 | +24.71% | +13.75% |
| 2015 | -2.60% | +0.16% |
| 2014 | +6.28% | +14.82% |
| 2013 | +15.61% | +13.18% |
SPSM vs DGRW Drawdown Comparison
The maximum drawdown for SPSM was -42.88%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.
The maximum drawdown for DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The current SPSM drawdown is -2.05%. The current DGRW drawdown is -1.03%.
| Rank | SPSM | DGRW |
|---|---|---|
| #1 | -42.88% Jan 16, 2020 - Nov 17, 2020 | -32.03% Jan 17, 2020 - Aug 10, 2020 |
| #2 | -27.95% Nov 25, 2024 - Dec 11, 2025 | -18.64% Sep 21, 2018 - Apr 15, 2019 |
| #3 | -26.41% Aug 31, 2018 - Jan 16, 2020 | -17.27% Jan 4, 2022 - Jun 12, 2023 |
| #4 | -26.41% Nov 8, 2021 - Jul 16, 2024 | -16.22% Nov 8, 2024 - Jul 3, 2025 |
| #5 | -25.40% Jun 23, 2015 - Nov 11, 2016 | -13.17% May 21, 2015 - Apr 13, 2016 |
| #6 | -12.78% Jul 1, 2014 - Dec 23, 2014 | -11.07% Jan 26, 2018 - Aug 29, 2018 |
| #7 | -10.08% Mar 4, 2014 - Jul 1, 2014 | -9.92% Jul 25, 2023 - Dec 11, 2023 |
| #8 | -9.88% Jun 8, 2021 - Nov 1, 2021 | -8.30% Feb 11, 2026 - Apr 17, 2026 |
| #9 | -9.27% Mar 12, 2021 - Jun 1, 2021 | -7.73% Apr 23, 2019 - Jul 3, 2019 |
| #10 | -9.12% Jan 23, 2018 - May 16, 2018 | -7.64% Oct 12, 2020 - Nov 10, 2020 |
| #11 | -9.08% Jul 31, 2024 - Oct 16, 2024 | -7.19% Sep 2, 2020 - Oct 12, 2020 |
| #12 | -8.72% Feb 10, 2026 - Apr 14, 2026 | -7.06% Dec 31, 2013 - Mar 4, 2014 |
| #13 | -7.21% Jan 22, 2014 - Feb 26, 2014 | -6.54% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -6.49% Jul 25, 2017 - Sep 25, 2017 | -6.26% Jul 16, 2024 - Aug 19, 2024 |
| #15 | -5.12% Apr 15, 2015 - Jun 18, 2015 | -6.19% Jul 29, 2019 - Sep 11, 2019 |
Correlation
Correlation between SPSM and DGRW is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2013 - 2026)
SPSM vs DGRW dividend yield comparison.
| Year | SPSM | DGRW |
|---|---|---|
| 2026 | 0.64% | 0.61% |
| 2025 | 1.62% | 1.43% |
| 2024 | 1.85% | 1.55% |
| 2023 | 1.61% | 1.74% |
| 2022 | 1.38% | 2.15% |
| 2021 | 1.40% | 1.78% |
| 2020 | 1.34% | 1.93% |
| 2019 | 1.58% | 2.20% |
| 2018 | 1.82% | 2.42% |
| 2017 | 1.51% | 1.71% |
| 2016 | 1.49% | 2.13% |
| 2015 | 2.37% | 2.18% |
| 2014 | 1.70% | 1.79% |
| 2013 | 0.68% | 1.05% |
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