DGRS vs VXUS

Quick Verdict

VXUS has a lower expense ratio. DGRS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: DGRSMore Diversified: VXUS

Side-by-Side Comparison

MetricDGRSVXUSWinner
Expense Ratio0.38%0.05%
AUM$407M$156.5B
Dividend Yield2.03%2.60%
Holdings2008,747
YTD Return+23.36%+14.19%
1Y Return+30.58%+27.38%
3Y Return (annualized)+15.08%+19.53%
5Y Return (annualized)+8.51%+9.03%
Volatility (annualized)19.4%15.1%
Max Drawdown-45.7%-39.9%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJul 25, 2013Jan 26, 2011

DGRS vs VXUS Performance

WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) is a ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year DGRS returned +30.58% while VXUS returned +27.38%. Year to date, DGRS is up 23.36% versus a gain of 14.19% for VXUS.

Over three years, DGRS compounded at +15.08% per year against +19.53% for VXUS; over five years the annualized figures are +8.51% and +9.03% respectively. Across the full 13-year window we track, DGRS has the edge at +8.34% annualized vs +4.83%. 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 VXUS. 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 -39.9% for VXUS. 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DGRS charges 0.38% per year while VXUS charges 0.05%. On a $10,000 position that is $38 vs $5 annually, a gap of $33 per year that compounds over a long holding period. On income, DGRS currently yields 2.03% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

DGRS and VXUS share 2 holdings out of 8059 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DGRSWeight in VXUSDifference
MTX:SG0.27%0.05%0.22%
CASH0.21%0.00%0.21%

Frequently Asked Questions

Which is cheaper, DGRS or VXUS?

DGRS has an expense ratio of 0.38% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $33 per year of difference.

Which performed better, DGRS or VXUS?

Over the past year DGRS returned +30.58% vs +27.38% for VXUS, so DGRS leads on 1-year performance. Over the longest common window we track (13 years), DGRS annualized +8.34% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, DGRS or VXUS?

DGRS has been the more volatile fund at 19.4% annualized versus 15.1% for VXUS. Worst drawdown: DGRS -45.7% vs VXUS -39.9%.

Should I hold both DGRS and VXUS?

DGRS and VXUS have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DGRS and VXUS?

DGRS and VXUS share 2 common holdings with a 0.1% weight overlap. Combined, they hold 8059 unique securities.

Which pays a higher dividend, DGRS or VXUS?

DGRS yields 2.03% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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