DGRW vs VIG
WisdomTree US Quality Dividend Growth Fund vs Vanguard Dividend Appreciation ETF
Which is better, DGRW or VIG?
Nearly the same fund. VIG costs less.
VIG has a lower expense ratio. DGRW led over 1Y, 5Y and the full window, VIG over 3Y. The two have moved almost in lockstep, correlation 0.97. VIG is less concentrated, with 33.7% of the fund in its ten largest positions against 42.2%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DGRW | VIG |
|---|---|---|
| Expense Ratio | 0.28% | 0.04%Best |
| AUM | $17.2B | $109.1B |
| Dividend Yield | 1.22% | 1.56% |
| Holdings | 398 | 336 |
| YTD Return | +11.23%Best | +10.11% |
| 1Y Return | +13.25%Best | +12.75% |
| 3Y Return (annualized) | +17.01% | +17.17%Best |
| 5Y Return (annualized) | +12.17%Best | +10.58% |
| Volatility (annualized) | 13.4% | 12.9%Best |
| Max Drawdown | -32.2% | -31.7%Best |
| $10,000 over 5 years | $17,758Best | $16,534 |
| Top 10 Weight | 42.2% | 33.7%Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 22, 2013 | Apr 21, 2006 |
Volatility and max drawdown are measured over the window both funds cover: May 22, 2013 to Oct 14, 2026 (13.4 years).
DGRW vs VIG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 13.4 years both funds cover.
DGRW vs VIG Performance
WisdomTree US Quality Dividend Growth Fund (DGRW) is an ETF from WisdomTree Investments and Vanguard Dividend Appreciation ETF (VIG) is an ETF from Vanguard (US). Over the past year DGRW returned +13.25% while VIG returned +12.75%. Year to date, DGRW is up 11.23% versus a gain of 10.11% for VIG.
Over three years, DGRW compounded at +17.01% per year against +17.17% for VIG; over five years the annualized figures are +12.17% and +10.58% respectively. Across the full 13-year window we track, DGRW has the edge at +11.68% annualized vs +10.63%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DGRW has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 12.9% 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 -31.7% for VIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.22% against 1.56% for VIG.
Holdings Overlap
70.3% of DGRW's money is in holdings VIG also owns. 68.7% of VIG's money is in holdings DGRW also owns.
Most of DGRW is already inside VIG. Owning both mostly buys the same companies twice.
98 positions in common, counted across the 198 positions we hold weights for in DGRW and 332 in VIG, against full books of 398 and 336.
What only one of them owns
Our book lists 213 positions for VIG that do not appear in our book for DGRW (30.6% of the fund), and 100 for DGRW that do not appear in VIG (29.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in DGRW | Weight in VIG | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 8.02% | 4.69% | 3.33% |
| AAPLApple, Inc | 5.96% | 4.52% | 1.44% |
| XOMExxonmobil Corp. | 5.08% | 2.86% | 2.22% |
| AVGOBroadcom Inc | 3.34% | 4.36% | 1.02% |
| LLYEli Lilly & Co. | 2.17% | 3.92% | 1.75% |
| ABBVAbbvie Inc. | 3.70% | 1.94% | 1.76% |
| JPMJpmorgan Chase & Co | 0.93% | 4.08% | 3.15% |
| KOCoca Cola Co. | 3.12% | 1.47% | 1.65% |
| MRKMerck & Co Inc Common Stock Usd 0.5 | 3.00% | 1.56% | 1.44% |
| WMTWalmart, Inc. | 2.32% | 1.97% | 0.35% |
70.3% of DGRW is already inside VIG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $24 a year on a $10,000 investment.
Which performed better, DGRW or VIG?
Over the past year DGRW returned +13.25% vs +12.75% for VIG, so DGRW leads on 1-year performance. Over the longest common window we track (13 years), DGRW annualized +11.68% vs +10.63% for VIG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DGRW or VIG?
DGRW has been the more volatile fund at 13.4% annualized versus 12.9% for VIG. Worst drawdown: DGRW -32.2% vs VIG -31.7%.
Should I hold both DGRW and VIG?
DGRW and VIG have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between DGRW and VIG?
70.3% of DGRW's money is in holdings VIG also owns. 68.7% of VIG's is in holdings DGRW also owns. They hold 98 positions in common, counted across the 198 positions we hold weights for in DGRW and 332 in VIG.
Which pays a higher dividend, DGRW or VIG?
DGRW yields 1.22% while VIG yields 1.56%, so VIG currently pays the higher dividend yield.
Is VIG better than DGRW?
VIG has a lower expense ratio. DGRW led over 1Y, 5Y and the full window, VIG over 3Y. The two have moved almost in lockstep, correlation 0.97. VIG is less concentrated, with 33.7% of the fund in its ten largest positions against 42.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.