WisdomTree U.S. Quality Dividend Growth Fund (DGRW) vs SoFi Technologies, Inc. (SOFI)
Over the past 5 years, SOFI lagged DGRW — 2.52% vs 11.73% annualized total return (price plus dividends).
A side-by-side comparison of WisdomTree U.S. Quality Dividend Growth Fund and SoFi Technologies, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 11, 2026. Differences are shown without an overall score or investment verdict.
Total return — DGRW vs SOFI
growth of $100 · dividends reinvested · last 6yMetrics side by side
Did SOFI beat DGRW?
Over the past 5 years, SOFI lagged DGRW — 2.52% vs 11.73% annualized total return (price plus dividends).
Total return (annualized)
| Metric | DGRW | SOFI |
|---|---|---|
| Total return (1Y) | 12.78% | -33.30% |
| Total return CAGR (3Y) | 15.62% | 24.84% |
| Total return CAGR (5Y) | 11.73% | 2.52% |
| Total return CAGR (10Y) | 14.13% | N/A |
DGRW is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).
Frequently asked
- Has SOFI beaten DGRW?
- Over the past 5 years, SOFI lagged DGRW — 2.52% vs 11.73% annualized total return (price plus dividends).
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 11, 2026.