DGRE vs IVV
WisdomTree Emerging Markets Quality Dividend Growth Fund vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DGRE delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | DGRE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.32% | 0.03% | |
| AUM | $149M | $907.0B | |
| Dividend Yield | 1.32% | 1.10% | |
| Holdings | 272 | 508 | |
| YTD Return | +27.07% | +14.29% | |
| 1Y Return | +46.32% | +21.79% | |
| 3Y Return (annualized) | +23.87% | +22.19% | |
| 5Y Return (annualized) | +9.55% | +13.28% | |
| Volatility (annualized) | 17.2% | 15.1% | |
| Max Drawdown | -40.0% | -56.5% | |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Aug 1, 2013 | May 15, 2000 |
DGRE vs IVV Performance
WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) is a ETF from WisdomTree Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DGRE returned +46.32% while IVV returned +21.79%. Year to date, DGRE is up 27.07% versus a gain of 14.29% for IVV.
Over three years, DGRE compounded at +23.87% per year against +22.19% for IVV; over five years the annualized figures are +9.55% and +13.28% respectively. Across the full 13-year window we track, IVV has the edge at +7.06% annualized vs +4.59%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DGRE has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 15.1% for IVV. 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 -40.0% for DGRE and -56.5% for IVV. 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DGRE charges 0.32% per year while IVV charges 0.03%. On a $10,000 position that is $32 vs $3 annually, a gap of $29 per year that compounds over a long holding period. On income, DGRE currently yields 1.32% against 1.10% for IVV.
Holdings Overlap
DGRE and IVV share 0 holdings out of 774 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DGRE or IVV?
DGRE has an expense ratio of 0.32% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
Which performed better, DGRE or IVV?
Over the past year DGRE returned +46.32% vs +21.79% for IVV, so DGRE leads on 1-year performance. Over the longest common window we track (13 years), DGRE annualized +4.59% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, DGRE or IVV?
DGRE has been the more volatile fund at 17.2% annualized versus 15.1% for IVV. Worst drawdown: DGRE -40.0% vs IVV -56.5%.
Should I hold both DGRE and IVV?
DGRE and IVV have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DGRE and IVV?
DGRE and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 774 unique securities.
Which pays a higher dividend, DGRE or IVV?
DGRE yields 1.32% while IVV yields 1.10%, so DGRE currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.