DGRW vs VOO
DGRW vs VOO
WisdomTree US Quality Dividend Growth Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DGRW | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.28% | 0.03% | |
| AUM | $16.6B | $979.0B | |
| Dividend Yield | 1.27% | 1.09% | |
| Holdings | 197 | 509 | |
| YTD Return | +8.19% | +9.95% | |
| 1Y Return | +14.83% | +19.58% | |
| 3Y Return (annualized) | +13.98% | +19.43% | |
| 5Y Return (annualized) | +11.46% | +12.89% | |
| Volatility (annualized) | 13.5% | 14.2% | |
| Max Drawdown | -32.2% | -34.3% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 22, 2013 | Sep 7, 2010 |
DGRW vs VOO Performance
WisdomTree US Quality Dividend Growth Fund (DGRW) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DGRW returned +14.83% while VOO returned +19.58%. Year to date, DGRW is up 8.19% versus a gain of 9.95% for VOO.
Over three years, DGRW compounded at +13.98% per year against +19.43% for VOO; over five years the annualized figures are +11.46% and +12.89% respectively. Across the full 13-year window we track, VOO has the edge at +13.35% annualized vs +11.63%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% 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 -34.3% for VOO. 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 0.96. 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 VOO charges 0.03%. On a $10,000 position that is $28 vs $3 annually, a gap of $25 per year that compounds over a long holding period. On income, DGRW currently yields 1.27% against 1.09% for VOO.
Holdings Overlap
DGRW and VOO share 133 holdings out of 567 unique holdings combined, representing a 47.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DGRW | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 7.54% | 7.51% | 0.03% |
| AAPL | 5.49% | 6.59% | 1.10% |
| MSFT | 4.73% | 4.30% | 0.43% |
| GOOG | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
See all 10 holdings DGRW shares with VOO 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 VOO?
DGRW has an expense ratio of 0.28% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $25 per year of difference.
Which performed better, DGRW or VOO?
Over the past year DGRW returned +14.83% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (13 years), DGRW annualized +11.63% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, DGRW or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 13.5% for DGRW. Worst drawdown: DGRW -32.2% vs VOO -34.3%.
Should I hold both DGRW and VOO?
DGRW and VOO have a monthly-return correlation of 0.96, 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 VOO?
DGRW and VOO share 133 common holdings with a 47.7% weight overlap. Combined, they hold 567 unique securities.
Which pays a higher dividend, DGRW or VOO?
DGRW yields 1.27% while VOO yields 1.09%, so DGRW currently pays the higher dividend yield.
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