DGRE vs VTI
WisdomTree Emerging Markets Quality Dividend Growth Fund vs Vanguard Morningstar Total Stock Market ETF
Which is better, DGRE or VTI?
Each has led over a different period.
VTI has a lower expense ratio. DGRE led over 1Y and 3Y, VTI over 5Y and the full window.
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 | DGRE | VTI |
|---|---|---|
| Expense Ratio | 0.32% | 0.03%Best |
| AUM | $151M | $666.9B |
| Dividend Yield | 1.32% | 1.07% |
| Holdings | 272 | 3,543 |
| YTD Return | +31.90%Best | +12.95% |
| 1Y Return | +50.71%Best | +19.17% |
| 3Y Return (annualized) | +24.72%Best | +20.86% |
| 5Y Return (annualized) | +9.95% | +11.72%Best |
| Volatility (annualized) | 17.2% | 14.8%Best |
| Max Drawdown | -40.0% | -35.0%Best |
| $10,000 over 5 years | $16,069 | $17,404Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 1, 2013 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Aug 1, 2013 to Sep 8, 2026 (13.1 years).
DGRE 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 13.1 years both funds cover.
DGRE vs VTI Performance
WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) is an ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year DGRE returned +50.71% while VTI returned +19.17%. Year to date, DGRE is up 31.90% versus a gain of 12.95% for VTI.
Over three years, DGRE compounded at +24.72% per year against +20.86% for VTI; over five years the annualized figures are +9.95% and +11.72% respectively. Across the full 13-year window we track, VTI has the edge at +12.36% annualized vs +4.86%.
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 14.8% for VTI. 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 -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 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
DGRE charges 0.32% per year while VTI 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 1.07% for VTI.
Holdings Overlap
At least 0.5% of DGRE's money is in holdings VTI also owns.
Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 272 positions we hold weights for in DGRE and 2,788 in VTI, against full books of 272 and 3,543.
Top Shared Holdings
| Stock | Weight in DGRE | Weight in VTI | Difference |
|---|---|---|---|
| BHEBenchmark Electronics Inc | 0.53% | 0.00% | 0.53% |
You are not choosing between two funds in isolation.
Whichever of DGRE and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DGRE or VTI?
DGRE has an expense ratio of 0.32% while VTI charges 0.03%. VTI is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, DGRE or VTI?
Over the past year DGRE returned +50.71% vs +19.17% for VTI, so DGRE leads on 1-year performance. Over the longest common window we track (13 years), DGRE annualized +4.86% vs +12.36% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DGRE or VTI?
DGRE has been the more volatile fund at 17.2% annualized versus 14.8% for VTI. Worst drawdown: DGRE -40.0% vs VTI -35.0%.
Should I hold both DGRE and VTI?
DGRE and VTI have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DGRE or VTI?
DGRE yields 1.32% while VTI yields 1.07%, so DGRE currently pays the higher dividend yield.
Is VTI better than DGRE?
VTI has a lower expense ratio. DGRE led over 1Y and 3Y, VTI over 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.