DGRS vs SCHD
WisdomTree US SmallCap Quality Dividend Growth Fund vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. DGRS offers more diversification with 200 holdings.
Side-by-Side Comparison
| Metric | DGRS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.06% | |
| AUM | $407M | $103.7B | |
| Dividend Yield | 2.03% | 3.31% | |
| Holdings | 200 | 104 | |
| YTD Return | +23.36% | +25.62% | |
| 1Y Return | +30.58% | +32.62% | |
| 3Y Return (annualized) | +15.08% | +15.58% | |
| 5Y Return (annualized) | +8.51% | +9.63% | |
| Volatility (annualized) | 19.4% | 13.6% | |
| Max Drawdown | -45.7% | -33.4% | |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 25, 2013 | Oct 20, 2011 |
DGRS vs SCHD Performance
WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) is a ETF from WisdomTree Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year DGRS returned +30.58% while SCHD returned +32.62%. Year to date, DGRS is up 23.36% versus a gain of 25.62% for SCHD.
Over three years, DGRS compounded at +15.08% per year against +15.58% for SCHD; over five years the annualized figures are +8.51% and +9.63% respectively. Across the full 13-year window we track, SCHD has the edge at +11.47% annualized vs +8.34%. 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 13.6% for SCHD. 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 -33.4% for SCHD. 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DGRS charges 0.38% per year while SCHD charges 0.06%. On a $10,000 position that is $38 vs $6 annually, a gap of $32 per year that compounds over a long holding period. On income, DGRS currently yields 2.03% against 3.31% for SCHD.
Holdings Overlap
DGRS and SCHD share 10 holdings out of 290 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DGRS or SCHD?
DGRS has an expense ratio of 0.38% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, DGRS or SCHD?
Over the past year DGRS returned +30.58% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (13 years), DGRS annualized +8.34% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, DGRS or SCHD?
DGRS has been the more volatile fund at 19.4% annualized versus 13.6% for SCHD. Worst drawdown: DGRS -45.7% vs SCHD -33.4%.
Should I hold both DGRS and SCHD?
DGRS and SCHD have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DGRS and SCHD?
DGRS and SCHD share 10 common holdings with a 0.5% weight overlap. Combined, they hold 290 unique securities.
Which pays a higher dividend, DGRS or SCHD?
DGRS yields 2.03% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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