DGRS vs SCHD
WisdomTree US SmallCap Quality Dividend Growth Fund vs Schwab US Dividend Equity ETF
Which is better, DGRS or SCHD?
Small Cap Value against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. DGRS is less concentrated, with 18.6% of the fund in its ten largest positions against 41.8%.
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 | DGRS | SCHD |
|---|---|---|
| Expense Ratio | 0.38% | 0.06%Best |
| AUM | $401M | $112.1B |
| Dividend Yield | 2.07% | 3.00% |
| Holdings | 201 | 103 |
| YTD Return | +16.01% | +23.68%Best |
| 1Y Return | +15.92% | +28.36%Best |
| 3Y Return (annualized) | +14.63% | +16.20%Best |
| 5Y Return (annualized) | +8.39% | +10.07%Best |
| Volatility (annualized) | 19.4% | 14.3%Best |
| Max Drawdown | -45.7% | -33.4%Best |
| $10,000 over 5 years | $14,960 | $16,156Best |
| Top 10 Weight | 18.6%Best | 41.8% |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Value |
| Inception | Jul 25, 2013 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Jul 25, 2013 to Sep 22, 2026 (13.2 years).
DGRS vs SCHD 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 13.2 years both funds cover.
DGRS vs SCHD Performance
WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) is an ETF from WisdomTree Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year DGRS returned +15.92% while SCHD returned +28.36%. Year to date, DGRS is up 16.01% versus a gain of 23.68% for SCHD.
Over three years, DGRS compounded at +14.63% per year against +16.20% for SCHD; over five years the annualized figures are +8.39% and +10.07% respectively. Across the full 13-year window we track, SCHD has the edge at +10.20% annualized vs +7.76%.
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 14.3% 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 what each fund did in the worst stretch of the window measured above.
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 2.07% against 3.00% for SCHD.
Holdings Overlap
9.6% of DGRS's money is in holdings SCHD also owns. 0.5% of SCHD's money is in holdings DGRS also owns.
DGRS and SCHD share little of their money.
10 positions in common, counted across the 198 positions we hold weights for in DGRS and 100 in SCHD, against full books of 201 and 103.
What only one of them owns
Our book lists 89 positions for SCHD that do not appear in our book for DGRS (99.5% of the fund), and 186 for DGRS that do not appear in SCHD (89.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in DGRS | Weight in SCHD | Difference |
|---|---|---|---|
| CNSCohen & Steers Inc | 1.72% | 0.05% | 1.67% |
| IPARInter Parfums Inc | 1.71% | 0.05% | 1.66% |
| KFYKorn Ferry | 1.49% | 0.11% | 1.38% |
| FHIFederated Investors Inc. | 1.38% | 0.11% | 1.27% |
| BKEBuckle Inc/the | 1.31% | 0.03% | 1.28% |
| GABCGerman American Bancorp Inc Common Stock | 0.55% | 0.05% | 0.50% |
| ETDEthan Allen Interiors Inc | 0.37% | 0.01% | 0.36% |
| CPFCentral Pacific Financial Corp | 0.36% | 0.02% | 0.34% |
| HAFCHanmi Financial Corp Common Stock USD 0.001 | 0.36% | 0.02% | 0.34% |
| EBFEnnis Inc | 0.32% | 0.01% | 0.31% |
You are not choosing between two funds in isolation.
Whichever of DGRS and SCHD 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, DGRS or SCHD?
DGRS has an expense ratio of 0.38% while SCHD charges 0.06%. SCHD is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, DGRS or SCHD?
Over the past year DGRS returned +15.92% vs +28.36% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (13 years), DGRS annualized +7.76% vs +10.20% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DGRS or SCHD?
DGRS has been the more volatile fund at 19.4% annualized versus 14.3% 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 their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between DGRS and SCHD?
9.6% of DGRS's money is in holdings SCHD also owns. 0.5% of SCHD's is in holdings DGRS also owns. They hold 10 positions in common, counted across the 198 positions we hold weights for in DGRS and 100 in SCHD.
Which pays a higher dividend, DGRS or SCHD?
DGRS yields 2.07% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than DGRS?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. DGRS is less concentrated, with 18.6% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.