Calculate compound grownth of investment in Dividend Growth stocks - a Dividend Snowball effect for DGRW - WisdomTree U.S. Quality Dividend Growth Fund - one of the most popular Dividend ETFs in the US!
DGRW, has a 10-year Dividend CAGR (Compound Annual Growth Rate) of 2.92%
and around 10.08% share price CAGR annual price appreciation, making it one of the best performing ETFs in terms of "Total Return" - principal & dividend growth (with DRIP).
DGRW latest price: $81.68
DGRW dividends: $1.27 / year (1.47% FWD yield)
| Year | Start Balance | Start Shares | Share Price | Dividend / Share | Dividend Yield | Yield on Cost | Annual Dividend | Total Dividends | End Shares | End Balance | No Drip |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | $10,000 | 132 | $76 | $0.74 | 3.91% | 3.81% | $427 | $427 | 153 | $11,627 | $11,627 |
Once you caluclate "Dividends Snowball", table above will show annual performance: Stock Price, Dividend Payments, Yield, Yield-on-Cost, Number of Share, Tatal Return, etc., for each year.
Compare DGRW vs other Stock or ETF:
DGRW in the only popular ETF - there are many others, such as SCHD, JEPQ, DGRW, VOO, SPY, VTI, VTG, etc. You can compare performance of 2 etfs or stocks side by side with our stock cmparison tool. Enter stock tickers in the form below to compare & research your favorite stocks/ETFs.
Historic Dividend Payments & Yield for DGRW
Below is the graph of ALL DGRW dividend payments, overlayed with Dividend Yield line. As you can see both have an upward trajectory! So while your dividend payments are going up, so does you actual yeild and "Yield on Cost".
The red line on the DGRW dividend graph represents the Dividend Yield on the day the dividend was paid, based on
TTM (trailing twelve months) dividend payments, and DGRW share price on the dividend-payment date.
As you can see DGRW Dividend yield has hsitorically gone UP, compared to many other popular ETFs, such as
VOO/SPY, etc - this means that DGRW dividend CAGR is historically higher than its share price CAGR.
And that is a GOOD THING, since your dividend grow faster than the share price. So each time you 'DRIP', you get more bang for your buck!
DGRW Historic Dividend Payments & Yield list
Below is a table of last 10 DGRW dividend payments, ex-dates, share price on the day of the payment as well as TTM & forward yield
| Dividend Date | Dividend Amount | TTM Yield | Forward Yield | Share Price |
|---|---|---|---|---|
| 11-25-2024 | $0.1 | 1.5% | 1.41% | $84.82 |
| 10-28-2024 | $0.075 | 1.52% | 1.08% | $83.30 |
| 09-25-2024 | $0.145 | 1.51% | 2.11% | $82.47 |
| 08-27-2024 | $0.105 | 1.54% | 1.54% | $81.61 |
| 07-26-2024 | $0.06 | 1.56% | 0.91% | $78.97 |
| 06-25-2024 | $0.18 | 1.6% | 2.76% | $78.36 |
| 05-24-2024 | $0.07 | 1.57% | 1.1% | $76.03 |
| 04-24-2024 | $0.065 | 1.7% | 1.06% | $73.55 |
| 03-22-2024 | $0.17 | 1.61% | 2.69% | $75.89 |
| 02-23-2024 | $0.08 | 1.68% | 1.29% | $74.14 |
Why is DGRW dividend ETF so popular?
DGRW is a dividend GROWTH ETF that pays dividends MONTHLY and holds a lot of high dividend CAGR tech companies along with mature dividend payers. So with DGRW you get both decent starting dividend yield, price appreciation upside, and over 10% price Compound Annual Growth Rate over past 10 years!
Top DGRW holdings include MSFT, AAPL, AVGO, JNJ, NVDA, PG, HD, MRK, LLY, KO, and others.
If you compare DGRW vs VOO (S&P500), they are basically neck and neck over past 10 years.
When you compare DGRW vs SHCD – one of the MOST popular dividend ETFs, former had about 30% more total return than the latter over past 10 years (about 222% for DGRW vs 190% for SCHDas of mid Feb 2024).
While our charts’ CAGR calculation for DGRW is all over the place due to erratic Monthly payouts, with some months being $0.20+ and some months $0.01, there is a clear upward trajectory of the overall dividend payments.
While the starting yield of DGRW is fairly low, being around 2%, it is still higher than that of SPY/VOO, and is growing nicely, together with the share price!
