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USFR vs DGRW

Comparison between WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF) and WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW, ETF).

5-Year PerformanceDGRW has outperformed USFR, delivering a return of +11.9% compared to +3.7%

USFR vs DGRW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
USFR
$17B
DGRW
$17B
Expense Ratio
Winner
USFR
0.15%
DGRW
0.28%
Max Drawdown
Winner
USFR
1.36%
DGRW
32.21%
Sharpe Ratio
USFR
1.04
Winner
DGRW
1.36
5Y Beta
Winner
USFR
0.00
DGRW
0.78
P/E Ratio
USFR
N/A
DGRW
25.60
Forward P/E
USFR
N/A
DGRW
19.47
PEG Ratio
USFR
N/A
DGRW
0.72
5Y Dividends CAGR
Winner
USFR
112.17%
DGRW
3.12%
5Y EPS CAGR
USFR
N/A
DGRW
22.34%
Debt to Equity
USFR
N/A
DGRW
-55.57%
P/S Ratio
USFR
N/A
DGRW
3.02
P/B Ratio
USFR
N/A
DGRW
5.34

USFR vs DGRW - Historical Returns

Returns include dividend reinvestment.

1M
USFR
+0.33%
Winner
DGRW
+0.98%
3M
USFR
+0.96%
Winner
DGRW
+7.51%
6M
USFR
+1.96%
Winner
DGRW
+7.92%
1Y
USFR
+4.03%
Winner
DGRW
+17.78%
5Y(CAGR)
USFR
+3.69%
Winner
DGRW
+11.94%
10Y(CAGR)
USFR
+2.42%
Winner
DGRW
+14.13%
Max(CAGR)
USFR
+1.95%
Winner
DGRW
+13.10%

USFR vs DGRW - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearUSFRDGRW
2026+1.70%+7.51%
2025+4.21%+12.51%
2024+5.42%+17.15%
2023+5.18%+18.95%
2022+1.98%-6.36%
2021-0.03%+26.32%
2020+0.52%+13.29%
2019+2.02%+29.68%
2018+1.72%-5.82%
2017+1.03%+26.25%
2016+0.90%+13.75%
2015-0.12%+0.16%
2014-0.64%+14.82%
2013N/A+13.18%

USFR vs DGRW Drawdown Comparison

The maximum drawdown for USFR was -1.36%, occurring on Nov 25, 2015. Recovery took 421 trading sessions.

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

The current DGRW drawdown is -1.93%.

RankUSFRDGRW
#1-1.36%
Jun 15, 2015 - Feb 14, 2017
-32.03%
Jan 17, 2020 - Aug 10, 2020
#2-1.06%
Feb 4, 2014 - Apr 20, 2015
-18.64%
Sep 21, 2018 - Apr 15, 2019
#3-0.80%
Nov 17, 2017 - Apr 2, 2018
-17.27%
Jan 4, 2022 - Jun 12, 2023
#4-0.40%
Jun 26, 2017 - Jul 28, 2017
-16.22%
Nov 8, 2024 - Jul 3, 2025
#5-0.35%
Apr 20, 2015 - Jun 15, 2015
-13.17%
May 21, 2015 - Apr 13, 2016
#6-0.31%
Jul 28, 2017 - Aug 4, 2017
-11.07%
Jan 26, 2018 - Aug 29, 2018
#7-0.30%
Apr 3, 2017 - May 24, 2017
-9.92%
Jul 25, 2023 - Dec 11, 2023
#8-0.28%
Feb 17, 2017 - Apr 3, 2017
-8.30%
Feb 11, 2026 - Apr 17, 2026
#9-0.28%
Aug 4, 2017 - Sep 8, 2017
-7.73%
Apr 23, 2019 - Jul 3, 2019
#10-0.23%
Feb 24, 2020 - Mar 19, 2020
-7.64%
Oct 12, 2020 - Nov 10, 2020
#11-0.22%
Mar 19, 2020 - Apr 8, 2020
-7.19%
Sep 2, 2020 - Oct 12, 2020
#12-0.18%
May 6, 2020 - Aug 7, 2020
-7.06%
Dec 31, 2013 - Mar 4, 2014
#13-0.18%
May 2, 2022 - Jun 29, 2022
-6.54%
Sep 19, 2014 - Oct 31, 2014
#14-0.15%
Sep 26, 2017 - Oct 25, 2017
-6.26%
Jul 16, 2024 - Aug 19, 2024
#15-0.12%
Oct 1, 2020 - Jan 25, 2022
-6.19%
Jul 29, 2019 - Sep 11, 2019

Correlation

Correlation between USFR 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)

USFR vs DGRW dividend yield comparison.

YearUSFRDGRW
20261.51%0.40%
20254.15%1.43%
20245.17%1.55%
20235.12%1.74%
20221.78%2.15%
20210.01%1.78%
20200.40%1.93%
20192.08%2.20%
20181.67%2.42%
20171.03%1.71%
20160.29%2.13%
20150.00%2.18%
20140.00%1.79%
20130.00%1.05%

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