DGRW vs VIG
DGRW vs VIG
WisdomTree US Quality Dividend Growth Fund vs Vanguard Dividend Appreciation ETF
Quick Verdict
VIG has a lower expense ratio. VIG delivered stronger 1-year returns. VIG offers more diversification with 331 holdings.
Side-by-Side Comparison
| Metric | DGRW | VIG | Winner |
|---|---|---|---|
| Expense Ratio | 0.28% | 0.04% | |
| AUM | $16.6B | $110.2B | |
| Dividend Yield | 1.27% | 1.79% | |
| Holdings | 197 | 335 | |
| YTD Return | +8.19% | +9.31% | |
| 1Y Return | +14.83% | +17.96% | |
| 3Y Return (annualized) | +13.98% | +14.93% | |
| 5Y Return (annualized) | +11.46% | +10.51% | |
| Volatility (annualized) | 13.5% | 13.3% | |
| Max Drawdown | -32.2% | -48.2% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 22, 2013 | Apr 21, 2006 |
DGRW vs VIG Performance
WisdomTree US Quality Dividend Growth Fund (DGRW) is a ETF from WisdomTree Investments and Vanguard Dividend Appreciation ETF (VIG) is a ETF from Vanguard (US). Over the past year DGRW returned +14.83% while VIG returned +17.96%. Year to date, DGRW is up 8.19% versus a gain of 9.31% for VIG.
Over three years, DGRW compounded at +13.98% per year against +14.93% for VIG; over five years the annualized figures are +11.46% and +10.51% respectively. Across the full 13-year window we track, DGRW has the edge at +11.63% annualized vs +8.56%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DGRW has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 13.3% for VIG. 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 -48.2% for VIG. 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 0.97. 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 VIG charges 0.04%. On a $10,000 position that is $28 vs $4 annually, a gap of $24 per year that compounds over a long holding period. On income, DGRW currently yields 1.27% against 1.79% for VIG.
Holdings Overlap
DGRW and VIG share 95 holdings out of 431 unique holdings combined, representing a 45.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DGRW | Weight in VIG | Difference |
|---|---|---|---|
| AAPL | 5.49% | 4.22% | 1.27% |
| MSFT | 4.73% | 3.53% | 1.20% |
| AVGO | 2.09% | 4.55% | 2.46% |
| XOM | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| UNH | Pro | Pro | Pro |
See all 10 holdings DGRW shares with VIG 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 VIG?
DGRW has an expense ratio of 0.28% while VIG charges 0.04%. VIG is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
Which performed better, DGRW or VIG?
Over the past year DGRW returned +14.83% vs +17.96% for VIG, so VIG leads on 1-year performance. Over the longest common window we track (13 years), DGRW annualized +11.63% vs +8.56% for VIG. Past performance does not guarantee future results.
Which is riskier, DGRW or VIG?
DGRW has been the more volatile fund at 13.5% annualized versus 13.3% for VIG. Worst drawdown: DGRW -32.2% vs VIG -48.2%.
Should I hold both DGRW and VIG?
DGRW and VIG have a monthly-return correlation of 0.97, 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 VIG?
DGRW and VIG share 95 common holdings with a 45.6% weight overlap. Combined, they hold 431 unique securities.
Which pays a higher dividend, DGRW or VIG?
DGRW yields 1.27% while VIG yields 1.79%, so VIG currently pays the higher dividend yield.
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