DGRW vs VTI
WisdomTree US Quality Dividend Growth Fund vs Vanguard Morningstar Total Stock Market ETF
Which is better, DGRW or VTI?
Nearly the same fund. VTI costs less.
VTI has a lower expense ratio. DGRW led over 5Y, VTI over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. VTI is less concentrated, with 33.5% 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 | VTI |
|---|---|---|
| Expense Ratio | 0.28% | 0.03%Best |
| AUM | $17.2B | $689.2B |
| Dividend Yield | 1.22% | 1.06% |
| Holdings | 398 | 3,524 |
| YTD Return | +11.23% | +13.02%Best |
| 1Y Return | +13.25% | +16.63%Best |
| 3Y Return (annualized) | +17.01% | +21.97%Best |
| 5Y Return (annualized) | +12.17%Best | +11.99% |
| Volatility (annualized) | 13.4%Best | 14.8% |
| Max Drawdown | -32.2%Best | -35.0% |
| $10,000 over 5 years | $17,758Best | $17,616 |
| Top 10 Weight | 42.2% | 33.5%Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 22, 2013 | May 24, 2001 |
Volatility and max drawdown are measured over the window both funds cover: May 22, 2013 to Oct 14, 2026 (13.4 years).
DGRW vs VTI 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 VTI Performance
WisdomTree US Quality Dividend Growth Fund (DGRW) is an ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year DGRW returned +13.25% while VTI returned +16.63%. Year to date, DGRW is up 11.23% versus a gain of 13.02% for VTI.
Over three years, DGRW compounded at +17.01% per year against +21.97% for VTI; over five years the annualized figures are +12.17% and +11.99% respectively. Across the full 13-year window we track, VTI has the edge at +12.38% annualized vs +11.68%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 13.4% 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 -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. 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 VTI 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 1.22% against 1.06% for VTI.
Holdings Overlap
99.1% of DGRW's money is in holdings VTI also owns. 51.6% of VTI's money is in holdings DGRW also owns.
Most of DGRW is already inside VTI. Owning both mostly buys the same companies twice.
197 positions in common, counted across the 198 positions we hold weights for in DGRW and 3,441 in VTI, against full books of 398 and 3,524.
What only one of them owns
Our book lists 961 positions for VTI that do not appear in our book for DGRW (46.0% of the fund), and 1 for DGRW that do not appear in VTI (0.6%).
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 VTI | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 8.02% | 5.11% | 2.91% |
| AAPLApple, Inc | 5.96% | 6.30% | 0.34% |
| NVDANvidia Corp. | 5.00% | 6.88% | 1.88% |
| XOMExxonmobil Corp. | 5.08% | 0.90% | 4.18% |
| AVGOBroadcom Inc | 3.34% | 2.38% | 0.96% |
| GOOGLAlphabet, Inc. - Class a | 1.78% | 2.70% | 0.92% |
| ABBVAbbvie Inc. | 3.70% | 0.61% | 3.09% |
| GOOGAlphabate, Inc Class C | 1.65% | 2.12% | 0.47% |
| KOCoca Cola Co. | 3.12% | 0.41% | 2.71% |
| LLYEli Lilly & Co. | 2.17% | 1.33% | 0.84% |
99.1% of DGRW is already inside VTI.
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 VTI?
DGRW has an expense ratio of 0.28% while VTI charges 0.03%. VTI is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, DGRW or VTI?
Over the past year DGRW returned +13.25% vs +16.63% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (13 years), DGRW annualized +11.68% vs +12.38% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DGRW or VTI?
VTI has been the more volatile fund at 14.8% annualized versus 13.4% for DGRW. Worst drawdown: DGRW -32.2% vs VTI -35.0%.
Should I hold both DGRW and VTI?
DGRW and VTI have a monthly-return correlation of 0.95, 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 VTI?
99.1% of DGRW's money is in holdings VTI also owns. 51.6% of VTI's is in holdings DGRW also owns. They hold 197 positions in common, counted across the 198 positions we hold weights for in DGRW and 3,441 in VTI.
Which pays a higher dividend, DGRW or VTI?
DGRW yields 1.22% while VTI yields 1.06%, so DGRW currently pays the higher dividend yield.
Is VTI better than DGRW?
VTI has a lower expense ratio. DGRW led over 5Y, VTI over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. VTI is less concentrated, with 33.5% 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.