DGRE vs VYM
WisdomTree Emerging Markets Quality Dividend Growth Fund vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. DGRE delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | DGRE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.32% | 0.04% | |
| AUM | $149M | $81.6B | |
| Dividend Yield | 1.32% | 2.24% | |
| Holdings | 272 | 616 | |
| YTD Return | +27.07% | +16.42% | |
| 1Y Return | +46.32% | +24.22% | |
| 3Y Return (annualized) | +23.87% | +19.03% | |
| 5Y Return (annualized) | +9.55% | +12.21% | |
| Volatility (annualized) | 17.2% | 14.6% | |
| Max Drawdown | -40.0% | -58.8% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 1, 2013 | Nov 10, 2006 |
DGRE vs VYM Performance
WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) is a ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DGRE returned +46.32% while VYM returned +24.22%. Year to date, DGRE is up 27.07% versus a gain of 16.42% for VYM.
Over three years, DGRE compounded at +23.87% per year against +19.03% for VYM; over five years the annualized figures are +9.55% and +12.21% respectively. Across the full 13-year window we track, VYM has the edge at +7.10% 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DGRE charges 0.32% per year while VYM charges 0.04%. On a $10,000 position that is $32 vs $4 annually, a gap of $28 per year that compounds over a long holding period. On income, DGRE currently yields 1.32% against 2.24% for VYM.
Holdings Overlap
DGRE and VYM share 0 holdings out of 872 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 VYM?
DGRE has an expense ratio of 0.32% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $28 per year of difference.
Which performed better, DGRE or VYM?
Over the past year DGRE returned +46.32% vs +24.22% for VYM, so DGRE leads on 1-year performance. Over the longest common window we track (13 years), DGRE annualized +4.59% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, DGRE or VYM?
DGRE has been the more volatile fund at 17.2% annualized versus 14.6% for VYM. Worst drawdown: DGRE -40.0% vs VYM -58.8%.
Should I hold both DGRE and VYM?
DGRE and VYM have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DGRE and VYM?
DGRE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 872 unique securities.
Which pays a higher dividend, DGRE or VYM?
DGRE yields 1.32% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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