DGRS vs IVV
WisdomTree US SmallCap Quality Dividend Growth Fund vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | DGRS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.03% | |
| AUM | $408M | $886.7B | |
| Dividend Yield | 2.04% | 1.10% | |
| Holdings | 201 | 508 | |
| YTD Return | +19.67% | +12.64% | |
| 1Y Return | +20.13% | +20.92% | |
| 3Y Return (annualized) | +14.76% | +21.07% | |
| 5Y Return (annualized) | +8.09% | +12.62% | |
| Volatility (annualized) | 19.4% | 15.1% | |
| Max Drawdown | -45.7% | -56.5% | |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 25, 2013 | May 15, 2000 |
DGRS vs IVV Performance
WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) 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 DGRS returned +20.13% while IVV returned +20.92%. Year to date, DGRS is up 19.67% versus a gain of 12.64% for IVV.
Over three years, DGRS compounded at +14.76% per year against +21.07% for IVV; over five years the annualized figures are +8.09% and +12.62% respectively. Across the full 13-year window we track, DGRS has the edge at +8.05% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DGRS has been the more volatile fund, with annualized monthly volatility of 19.4% 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 -45.7% for DGRS 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DGRS charges 0.38% per year while IVV charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, DGRS currently yields 2.04% against 1.10% for IVV.
Holdings Overlap
DGRS and IVV share 0 holdings out of 703 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, DGRS or IVV?
DGRS has an expense ratio of 0.38% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, DGRS or IVV?
Over the past year DGRS returned +20.13% vs +20.92% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (13 years), DGRS annualized +8.05% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, DGRS or IVV?
DGRS has been the more volatile fund at 19.4% annualized versus 15.1% for IVV. Worst drawdown: DGRS -45.7% vs IVV -56.5%.
Should I hold both DGRS and IVV?
DGRS and IVV have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DGRS and IVV?
DGRS and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 703 unique securities.
Which pays a higher dividend, DGRS or IVV?
DGRS yields 2.04% while IVV yields 1.10%, so DGRS currently pays the higher dividend yield.
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