DGRW vs SCHD
DGRW vs SCHD
WisdomTree US Quality Dividend Growth Fund vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. DGRW offers more diversification with 195 holdings.
Side-by-Side Comparison
| Metric | DGRW | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.28% | 0.06% | |
| AUM | $16.6B | $103.7B | |
| Dividend Yield | 1.27% | 3.31% | |
| Holdings | 197 | 104 | |
| YTD Return | +8.19% | +22.69% | |
| 1Y Return | +14.83% | +30.94% | |
| 3Y Return (annualized) | +13.98% | +14.20% | |
| 5Y Return (annualized) | +11.46% | +9.59% | |
| Volatility (annualized) | 13.5% | 13.7% | |
| Max Drawdown | -32.2% | -33.4% | |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | May 22, 2013 | Oct 20, 2011 |
DGRW vs SCHD Performance
WisdomTree US Quality Dividend Growth Fund (DGRW) is a ETF from WisdomTree Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DGRW returned +14.83% while SCHD returned +30.94%. Year to date, DGRW is up 8.19% versus a gain of 22.69% for SCHD.
Over three years, DGRW compounded at +13.98% per year against +14.20% for SCHD; over five years the annualized figures are +11.46% and +9.59% respectively. Across the full 13-year window we track, DGRW has the edge at +11.63% annualized vs +11.31%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 13.5% for DGRW. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -32.2% for DGRW and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DGRW charges 0.28% per year while SCHD charges 0.06%. On a $10,000 position that is $28 vs $6 annually, a gap of $22 per year that compounds over a long holding period. On income, DGRW currently yields 1.27% against 3.31% for SCHD.
Holdings Overlap
DGRW and SCHD share 22 holdings out of 273 unique holdings combined, representing a 17.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DGRW | Weight in SCHD | Difference |
|---|---|---|---|
| KO | 2.94% | 4.08% | 1.14% |
| HD | 2.83% | 4.16% | 1.33% |
| UNH | 2.07% | 4.54% | 2.47% |
| ABT | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| COP | Pro | Pro | Pro |
| ADP | Pro | Pro | Pro |
See all 10 holdings DGRW shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, DGRW or SCHD?
DGRW has an expense ratio of 0.28% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, DGRW or SCHD?
Over the past year DGRW returned +14.83% vs +30.94% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (13 years), DGRW annualized +11.63% vs +11.31% for SCHD. Past performance does not guarantee future results.
Which is riskier, DGRW or SCHD?
SCHD has been the more volatile fund at 13.7% annualized versus 13.5% for DGRW. Worst drawdown: DGRW -32.2% vs SCHD -33.4%.
Should I hold both DGRW and SCHD?
DGRW and SCHD have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between DGRW and SCHD?
DGRW and SCHD share 22 common holdings with a 17.7% weight overlap. Combined, they hold 273 unique securities.
Which pays a higher dividend, DGRW or SCHD?
DGRW yields 1.27% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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