- DGRW's returns are nearly identical with the S&P 500, though I'm expecting it to be slightly less risky this year.
- However, its forward yield of 2.20% isn't exciting, it's more concentrated than the S&P 500, and it's more expensive.
- WisdomTree's Performance Attribution Tool shows the strategy benefitting from a high allocation to Consumer Staples stocks, so I think DGRW is due for a short-term boost.
- Still, in the long run, DGRW is just an S&P 500 alternative, so I'm struggling to see how it can fit in an active investors' portfolio.
For further details see:
DGRW: A Leading Contender For The Closet Indexing Award