DGRW vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricDGRWVXUSWinner
Expense Ratio0.28%0.05%
AUM$16.6B$156.5B
Dividend Yield1.27%2.60%
Holdings1978,747
YTD Return+8.19%+11.13%
1Y Return+14.83%+27.13%
3Y Return (annualized)+13.98%+17.24%
5Y Return (annualized)+11.46%+8.71%
Volatility (annualized)13.5%15.1%
Max Drawdown-32.2%-39.9%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
InceptionMay 22, 2013Jan 26, 2011

DGRW vs VXUS Performance

WisdomTree US Quality Dividend Growth Fund (DGRW) is a ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year DGRW returned +14.83% while VXUS returned +27.13%. Year to date, DGRW is up 8.19% versus a gain of 11.13% for VXUS.

Over three years, DGRW compounded at +13.98% per year against +17.24% for VXUS; over five years the annualized figures are +11.46% and +8.71% respectively. Across the full 13-year window we track, DGRW has the edge at +11.63% annualized vs +4.66%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -39.9% for VXUS. 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DGRW charges 0.28% per year while VXUS charges 0.05%. On a $10,000 position that is $28 vs $5 annually, a gap of $23 per year that compounds over a long holding period. On income, DGRW currently yields 1.27% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

DGRW and VXUS share 3 holdings out of 8052 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DGRWWeight in VXUSDifference
ORCL2.50%0.00%2.50%
HBAN0.26%0.05%0.21%
APA:AU0.01%0.02%0.01%

Frequently Asked Questions

Which is cheaper, DGRW or VXUS?

DGRW has an expense ratio of 0.28% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $23 per year of difference.

Which performed better, DGRW or VXUS?

Over the past year DGRW returned +14.83% vs +27.13% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (13 years), DGRW annualized +11.63% vs +4.66% for VXUS. Past performance does not guarantee future results.

Which is riskier, DGRW or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 13.5% for DGRW. Worst drawdown: DGRW -32.2% vs VXUS -39.9%.

Should I hold both DGRW and VXUS?

DGRW and VXUS have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DGRW and VXUS?

DGRW and VXUS share 3 common holdings with a 0.1% weight overlap. Combined, they hold 8052 unique securities.

Which pays a higher dividend, DGRW or VXUS?

DGRW yields 1.27% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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