WisdomTree U.S. Quality Dividend Growth Fund (DGRW) Performance
DGRW total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.8% since Dec 31, 2025
- 1 year
- +11.2% total return
- 5 years
- +11.5% a year
- 10 years
- +14.1% a year
- Since first price
- +13.0% a year since 2013
DGRW trailing returns vs SPY, QQQ, AGG
| Period | DGRW total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.1% | −0.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.7% | +3.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +5.3% | +4.7% | +7.8% | +8.4% | −1.5% |
| YTD | +10.8% | +9.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +11.2% | +9.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +64.1%+18.0%/yr | +56.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +72.7%+11.5%/yr | +58.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +274.1%+14.1%/yr | +208.2% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionMay 22, 2013 | +412.7%+13.0%/yr | +294.4% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: DGRW vs SPY
From May 22, 2013: DGRW grew to $51,274, SPY to $57,560.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DGRW returns by calendar year
9 of 12 full years positive. Best 2019 (+29.5%), worst 2022 (−6.3%). 2026 is year to date.
DGRW annual returns table
| Year | DGRW | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.8% | −8.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +12.2% | −15.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +17.0% | −6.3% | +24.9% | +25.6% | +1.3% |
| 2023 | +18.7% | −9.9% | +26.2% | +54.9% | +5.7% |
| 2022 | −6.3% | −17.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +24.5% | −6.0% | +28.7% | +27.4% | −1.8% |
| 2020 | +13.9% | −32.0% | +18.3% | +48.6% | +7.5% |
| 2019 | +29.5% | −7.7% | +31.2% | +39.0% | +8.5% |
| 2018 | −5.4% | −18.6% | −4.6% | −0.1% | +0.1% |
| 2017 | +26.9% | −2.2% | +21.7% | +32.7% | +3.6% |
| 2016 | +12.1% | −7.6% | +12.0% | +7.1% | +2.4% |
| 2015 | −0.3% | −13.2% | +1.2% | +9.4% | +0.5% |
| 2014 | +13.7% | −6.5% | +13.5% | +19.2% | +6.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
DGRW largest drawdowns
Now 1.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 17, 2020 | −32.0% | Mar 23, 2020 | Aug 10, 2020 | 2 months | 7 months |
| Sep 21, 2018 | −18.6% | Dec 24, 2018 | Apr 15, 2019 | 3 months | 7 months |
| Jan 4, 2022 | −17.3% | Sep 30, 2022 | Jun 12, 2023 | 9 months | 1.4 years |
| Nov 8, 2024 | −16.2% | Apr 8, 2025 | Jul 3, 2025 | 5 months | 8 months |
| May 21, 2015 | −13.2% | Aug 25, 2015 | Apr 13, 2016 | 3 months | 11 months |
| Jan 26, 2018 | −11.1% | Mar 23, 2018 | Aug 29, 2018 | 56 days | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
DGRW risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2013 |
|---|---|---|---|---|
| Annualized return | +17.0% | +12.5% | +13.8% | +13.1% |
| Volatility (annualized) | 10.8% | 13.5% | 14.0% | 13.4% |
| Sharpe ratio | 1.12 | 0.68 | 0.83 | 0.86 |
| Sortino ratio | 1.89 | 1.11 | 1.31 | 1.39 |
| Best month | +7.9% | +11.1% | +11.1% | +11.1% |
| Worst month | −5.4% | −7.9% | −10.4% | −10.4% |
| Best 12 months | +33.4% | +33.4% | +50.1% | +50.1% |
| Worst 12 months | +6.5% | −6.4% | −7.4% | −7.4% |
| Positive months | 72% | 63% | 68% | 66% |
| Beta vs S&P 500 | 0.81 | 0.81 | 0.88 | — |
| Correlation with S&P 500 | 0.93 | 0.94 | 0.96 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
DGRW rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 150 | −7.4% | +13.6% | +50.1% | 91% |
| 3-year (a year) | 126 | +5.4% | +12.4% | +22.4% | 100% |
| 5-year (a year) | 102 | +6.8% | +12.9% | +17.7% | 100% |
| 10-year (a year) | 42 | +11.3% | +12.9% | +14.5% | 100% |
Every holding period starting at a month-end since 2013. Returns for 3 years and longer are annualized.
DGRW performance overview
WisdomTree U.S. Quality Dividend Growth Fund (DGRW) returned +11.2% over the past year and +14.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2013 it has returned +13.0% a year, turning $10,000 into about $51,274. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −32.0%, from Jan 17, 2020 to Mar 23, 2020, and it took 5 months to get back to the old high. DGRW finished 9 of its 12 full calendar years with a gain; the best year was 2019 (+29.5%) and the worst 2022 (−6.3%). Volatility has been 13.4% a year.
Related: DGRW chart, DGRW holdings, DGRW dividends, DGRW valuation. See the DGRW overview for the latest quote and fund facts.
DGRW performance FAQ
What is the DGRW return over the past year?
DGRW returned +11.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 9.8%.
What is the average annual return of DGRW?
DGRW has returned +11.5% a year over 5 years, +14.1% a year over 10 years, +13.0% a year since May 22, 2013 (total return, distributions reinvested).
How much would $10,000 invested in DGRW be worth?
$10,000 invested in DGRW at its first recorded close on May 22, 2013 would be worth about $51,274 on October 23, 2026 with distributions reinvested.
What was the worst year for DGRW?
The worst calendar year was 2022, with a total return of −6.3%. The best was 2019 at +29.5%.
What is the biggest drawdown of DGRW?
The largest peak-to-trough decline was −32.0% between January 17, 2020 and March 23, 2020. It recovered to the old high on August 10, 2020, 5 months after the bottom.
How volatile is DGRW?
Over the past 3 years DGRW had an annualized volatility of 10.8% and a Sharpe ratio of 1.12 (excess return over 1–3 month T-bills per unit of risk).