DGRW vs VYM
WisdomTree US Quality Dividend Growth Fund vs Vanguard High Dividend Yield ETF
Which is better, DGRW or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. DGRW led over 5Y and the full window, VYM over 1Y and 3Y. The two have moved almost in lockstep, correlation 0.94. VYM is less concentrated, with 25.8% 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 | VYM |
|---|---|---|
| Expense Ratio | 0.28% | 0.04%Best |
| AUM | $17.2B | $78.9B |
| Dividend Yield | 1.22% | 2.37% |
| Holdings | 398 | 608 |
| YTD Return | +11.23% | +11.86%Best |
| 1Y Return | +13.25% | +16.81%Best |
| 3Y Return (annualized) | +17.01% | +18.64%Best |
| 5Y Return (annualized) | +12.17%Best | +11.86% |
| Volatility (annualized) | 13.4%Tie | 13.4%Tie |
| Max Drawdown | -32.2%Best | -35.7% |
| $10,000 over 5 years | $17,758Best | $17,514 |
| Top 10 Weight | 42.2% | 25.8%Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 22, 2013 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: May 22, 2013 to Oct 13, 2026 (13.4 years).
DGRW vs VYM 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 VYM Performance
WisdomTree US Quality Dividend Growth Fund (DGRW) is an ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DGRW returned +13.25% while VYM returned +16.81%. Year to date, DGRW is up 11.23% versus a gain of 11.86% for VYM.
Over three years, DGRW compounded at +17.01% per year against +18.64% for VYM; over five years the annualized figures are +12.17% and +11.86% respectively. Across the full 13-year window we track, DGRW has the edge at +11.72% annualized vs +9.15%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DGRW and VYM have been equally volatile, both at 13.4% annualized.
The deepest peak-to-trough decline in our data was -32.2% for DGRW and -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.94. 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 VYM 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 2.37% for VYM.
Holdings Overlap
49.7% of DGRW's money is in holdings VYM also owns. 46.2% of VYM's money is in holdings DGRW also owns.
The two portfolios partly overlap.
107 positions in common, counted across the 198 positions we hold weights for in DGRW and 602 in VYM, against full books of 398 and 608.
What only one of them owns
Our book lists 466 positions for VYM that do not appear in our book for DGRW (51.7% of the fund), and 91 for DGRW that do not appear in VYM (50.1%).
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 VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 3.34% | 6.94% | 3.60% |
| XOMExxonmobil Corp. | 5.08% | 2.70% | 2.38% |
| ABBVAbbvie Inc. | 3.70% | 1.83% | 1.87% |
| JPMJpmorgan Chase & Co | 0.93% | 3.83% | 2.90% |
| KOCoca Cola Co. | 3.12% | 1.39% | 1.73% |
| MRKMerck & Co Inc Common Stock Usd 0.5 | 3.00% | 1.47% | 1.53% |
| UNHUnited Health Group Inc. | 2.62% | 1.42% | 1.20% |
| JNJJohnson & Johnson | 1.09% | 2.58% | 1.49% |
| HDHome Depot Inc | 2.29% | 1.32% | 0.97% |
| CATCaterpillar, Inc. | 1.41% | 1.46% | 0.05% |
49.7% of DGRW is already inside VYM.
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 VYM?
DGRW has an expense ratio of 0.28% while VYM charges 0.04%. VYM is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, DGRW or VYM?
Over the past year DGRW returned +13.25% vs +16.81% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (13 years), DGRW annualized +11.72% vs +9.15% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DGRW or VYM?
DGRW and VYM have been equally volatile, both at 13.4% annualized. Worst drawdown: DGRW -32.2% vs VYM -35.7%.
Should I hold both DGRW and VYM?
DGRW and VYM have a monthly-return correlation of 0.94, 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 VYM?
49.7% of DGRW's money is in holdings VYM also owns. 46.2% of VYM's is in holdings DGRW also owns. They hold 107 positions in common, counted across the 198 positions we hold weights for in DGRW and 602 in VYM.
Which pays a higher dividend, DGRW or VYM?
DGRW yields 1.22% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than DGRW?
VYM has a lower expense ratio. DGRW led over 5Y and the full window, VYM over 1Y and 3Y. The two have moved almost in lockstep, correlation 0.94. VYM is less concentrated, with 25.8% 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.