The total return over the past 12 months is +16.55% vs. +22.53% for the S&P 500. So far it's up +12.58% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +14.98% | +14.41% | +10.02% | +11.78% | N/A | N/A |
| Total Return CAGR | +16.55% | +16.12% | +11.91% | +13.97% | N/A | N/A |
| Revenue CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | +24.80% | +0.42% | +4.81% | +6.97% | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
WisdomTree U.S. Quality Dividend Growth Fund (DGRW)
| Year | Start price | End price | DGRW Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $89.43 | $100.02 | +12.58% | +13.60% | (1.02%) |
| 2025 | $80.93 | $89.43 | +12.17% | +17.72% | (5.55%) |
| 2024 | $70.28 | $80.93 | +16.76% | +24.89% | (8.13%) |
| 2023 | $60.36 | $70.28 | +18.65% | +26.19% | (7.54%) |
| 2022 | $65.86 | $60.36 | (6.34%) | (18.17%) | +11.83% |
| 2021 | $53.96 | $65.86 | +24.45% | +28.74% | (4.29%) |
| 2020 | $48.47 | $53.96 | +13.85% | +18.37% | (4.52%) |
| 2019 | $38.33 | $48.47 | +29.55% | +31.22% | (1.67%) |
| 2018 | $41.43 | $38.33 | (5.36%) | (4.56%) | (0.80%) |
| 2017 | $33.27 | $41.43 | +26.93% | +21.70% | +5.23% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
