TPZ vs DGRE
Comparison between TORTOISE ELECTRIFICATION INFRASTRUCTURE ETF (TPZ, ETF) and WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND (DGRE, ETF).
5-Year PerformanceTPZ has outperformed DGRE, delivering a return of +17.5% compared to +7.1%
TPZ vs DGRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TPZ
$137M
DGRE
$137M
Expense Ratio
TPZ
0.85%
Winner
DGRE
0.32%
Max Drawdown
TPZ
85.78%
Winner
DGRE
40.04%
Sharpe Ratio
TPZ
0.70
Winner
DGRE
1.73
5Y Beta
Winner
TPZ
0.52
DGRE
0.81
P/E Ratio
TPZ
27.02
DGRE
N/A
Forward P/E
TPZ
19.21
DGRE
N/A
PEG Ratio
TPZ
1.07
DGRE
N/A
5Y Dividends CAGR
Winner
TPZ
3.28%
DGRE
-1.04%
5Y EPS CAGR
TPZ
12.76%
DGRE
N/A
P/S Ratio
TPZ
2.37
DGRE
N/A
P/B Ratio
TPZ
3.52
DGRE
N/A
TPZ vs DGRE - Holdings Comparison
TPZ and DGRE have 1 common holdings. Overlap is -0.19%
TPZ's top 25 holdings weight is 93.56%. DGRE's top 25 holdings weight is 49.25%.
| Rank | TPZ | DGRE |
|---|---|---|
| #1 | ENERGY TRANSFER LP (ET) - 7.48% | n/a (n/a) - 14.61% |
| #2 | TARGA RESOURCES CORP (TRGP) - 5.93% | SAMSUNG ELECTRONICS CO LTD (n/a) - 9.49% |
| #3 | WILLIAMS COMPANIES INC (WMB) - 5.81% | SK HYNIX INC (n/a) - 2.03% |
| #4 | ENTERGY CORP (ETR) - 5.78% | MEDIATEK INC (n/a) - 2.02% |
| #5 | TC ENERGY CORP (n/a) - 5.33% | ACCTON TECHNOLOGY CORP (n/a) - 1.64% |
| #6 | CHENIERE ENERGY INC (LNG) - 5.03% | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 1.56% |
| #7 | CLEARWAY ENERGY INC CLASS C (CWEN) - 4.87% | KGHM POLSKA MIEDZ SA (n/a) - 1.32% |
| #8 | CONSTELLATION ENERGY CORP (CEG) - 4.66% | LS ELECTRIC CO LTD (n/a) - 1.28% |
| #9 | MPLX LP PARTNERSHIP UNITS (MPLX) - 4.37% | n/a (n/a) - 1.28% |
| #10 | NRG ENERGY INC (NRG) - 3.88% | WIWYNN CORP ORDINARY SHARES (n/a) - 1.25% |
| #11 | ONEOK INC (OKE) - 3.82% | n/a (n/a) - 1.08% |
| #12 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 3.80% | VIBRA ENERGIA SA (n/a) - 1.07% |
| #13 | CENTERPOINT ENERGY INC (CNP) - 3.49% | ASIA VITAL COMPONENTS CO LTD (n/a) - 1.06% |
| #14 | VISTRA CORP (VST) - 3.41% | ORLEN SA (n/a) - 1.03% |
| #15 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 3.36% | n/a (n/a) - 1.01% |
| #16 | NEXTERA ENERGY INC (NEE) - 3.15% | YAGEO CORP (n/a) - 1.00% |
| #17 | SEMPRA (SRE) - 3.03% | PKO BANK POLSKI SA (n/a) - 0.95% |
| #18 | WEC ENERGY GROUP INC (WEC) - 2.85% | BANCO DE CREDITO E INVERSIONES SA (n/a) - 0.87% |
| #19 | NISOURCE INC (NI) - 2.81% | CELLTRION INC (n/a) - 0.86% |
| #20 | AMERICAN ELECTRIC POWER CO INC (AEP) - 2.37% | RELIANCE INDUSTRIES LTD (n/a) - 0.76% |
| #21 | ENBRIDGE INC (ENB) - 2.30% | HYUNDAI GLOVIS CO LTD (n/a) - 0.65% |
| #22 | DTE ENERGY CO (DTE) - 2.28% | YUHAN CORP (n/a) - 0.62% |
| #23 | WESTERN MIDSTREAM PARTNERS LP (WES) - 1.49% | DELTA ELECTRONICS INC (n/a) - 0.61% |
| #24 | HESS MIDSTREAM LP CLASS A (HESM) - 1.15% | BANK POLSKA KASA OPIEKI SA (n/a) - 0.61% |
| #25 | ROCKPOINT GAS STORAGE INC ORDINARY SHARES CLASS A (n/a) - 1.11% | STANDARD BANK GROUP LTD (n/a) - 0.59% |
| Total Holdings | 35 | 280 |
TPZ vs DGRE - Historical Returns
Returns include dividend reinvestment.
1M
TPZ
-4.10%
Winner
DGRE
-1.35%
3M
TPZ
-2.35%
Winner
DGRE
+12.91%
6M
TPZ
+5.66%
Winner
DGRE
+26.44%
1Y
TPZ
+12.82%
Winner
DGRE
+45.05%
5Y(CAGR)
Winner
TPZ
+17.53%
DGRE
+7.05%
10Y(CAGR)
Winner
TPZ
+9.00%
DGRE
+8.79%
Max(CAGR)
Winner
TPZ
+8.09%
DGRE
+5.77%
TPZ vs DGRE - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | TPZ | DGRE |
|---|---|---|
| 2026 | +6.32% | +19.77% |
| 2025 | +3.94% | +26.37% |
| 2024 | +53.58% | +4.87% |
| 2023 | +21.59% | +17.95% |
| 2022 | -0.80% | -22.02% |
| 2021 | +28.88% | +2.08% |
| 2020 | -27.97% | +9.38% |
| 2019 | +13.42% | +20.74% |
| 2018 | -16.88% | -17.60% |
| 2017 | -0.56% | +32.71% |
| 2016 | +43.21% | +14.22% |
| 2015 | -30.40% | -16.52% |
| 2014 | +12.66% | +3.49% |
| 2013 | +6.62% | -2.41% |
| 2012 | +7.31% | N/A |
| 2011 | +7.50% | N/A |
| 2010 | +28.56% | N/A |
| 2009 | +4.00% | N/A |
TPZ vs DGRE Drawdown Comparison
The maximum drawdown for TPZ was -78.15%, occurring on Mar 18, 2020. Recovery took 2179 trading sessions.
The maximum drawdown for DGRE was -36.95%, occurring on Mar 23, 2020. Recovery took 713 trading sessions.
The current TPZ drawdown is -4.57%. The current DGRE drawdown is -7.82%.
| Rank | TPZ | DGRE |
|---|---|---|
| #1 | -78.15% May 1, 2015 - Dec 27, 2023 | -36.95% Jan 26, 2018 - Nov 24, 2020 |
| #2 | -20.50% Apr 25, 2011 - Dec 27, 2011 | -36.53% Sep 5, 2014 - Aug 24, 2017 |
| #3 | -17.78% Jan 21, 2025 - Nov 28, 2025 | -35.40% Feb 12, 2021 - Sep 24, 2024 |
| #4 | -12.78% Aug 29, 2014 - Apr 10, 2015 | -20.65% Sep 26, 2024 - Jul 3, 2025 |
| #5 | -11.41% May 20, 2013 - Apr 23, 2014 | -17.52% Oct 22, 2013 - Jun 9, 2014 |
| #6 | -9.81% Mar 9, 2012 - Jul 18, 2012 | -13.67% Feb 25, 2026 - Apr 17, 2026 |
| #7 | -9.58% Apr 23, 2010 - Jul 30, 2010 | -10.78% Aug 14, 2013 - Sep 18, 2013 |
| #8 | -8.93% Jul 19, 2012 - Dec 24, 2012 | -7.82% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -8.06% Aug 6, 2009 - Dec 10, 2009 | -7.13% Sep 18, 2013 - Oct 22, 2013 |
| #10 | -6.56% Nov 22, 2024 - Jan 14, 2025 | -6.19% May 8, 2026 - May 26, 2026 |
| #11 | -6.29% Nov 28, 2025 - Feb 10, 2026 | -5.64% Jan 21, 2021 - Feb 9, 2021 |
| #12 | -6.17% Apr 30, 2026 - Jun 1, 2026 | -4.96% Jul 24, 2014 - Aug 26, 2014 |
| #13 | -6.02% Apr 4, 2024 - May 15, 2024 | -3.87% Oct 13, 2017 - Dec 20, 2017 |
| #14 | -5.36% Mar 2, 2026 - Apr 30, 2026 | -3.86% Nov 3, 2025 - Dec 10, 2025 |
| #15 | -5.05% Nov 11, 2010 - Dec 9, 2010 | -3.49% Aug 2, 2013 - Aug 14, 2013 |
Correlation
Correlation between TPZ and DGRE is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2009 - 2026)
TPZ vs DGRE dividend yield comparison.
| Year | TPZ | DGRE |
|---|---|---|
| 2026 | 0.93% | 0.17% |
| 2025 | 3.99% | 1.65% |
| 2024 | 5.88% | 1.90% |
| 2023 | 8.99% | 2.22% |
| 2022 | 9.52% | 4.38% |
| 2021 | 4.77% | 2.56% |
| 2020 | 8.80% | 2.11% |
| 2019 | 8.84% | 2.32% |
| 2018 | 9.41% | 2.71% |
| 2017 | 7.28% | 3.12% |
| 2016 | 6.88% | 3.18% |
| 2015 | 9.68% | 3.01% |
| 2014 | 10.68% | 2.45% |
| 2013 | 5.84% | 0.57% |
| 2012 | 5.96% | 0.00% |
| 2011 | 6.00% | 0.00% |
| 2010 | 6.12% | 0.00% |
| 2009 | 2.47% | 0.00% |
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