DGRW vs VIG
WisdomTree US Quality Dividend Growth Fund vs Vanguard Dividend Appreciation ETF
Which is better, DGRW or VIG?
Nearly the same fund. VIG costs less.
VIG has a lower expense ratio. DGRW led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.97.
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 | DGRW | VIG |
|---|---|---|
| Expense Ratio | 0.28% | 0.04%Best |
| AUM | $16.9B | $112.7B |
| Dividend Yield | 1.21% | 1.48% |
| Holdings | 398 | 336 |
| YTD Return | +10.35%Best | +7.84% |
| 1Y Return | +11.58%Best | +10.10% |
| 3Y Return (annualized) | +17.99%Best | +17.33% |
| 5Y Return (annualized) | +12.65%Best | +10.90% |
| Volatility (annualized) | 13.4% | 12.9%Best |
| Max Drawdown | -32.2% | -31.7%Best |
| $10,000 over 5 years | $18,141Best | $16,775 |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 22, 2013 | Apr 21, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 22, 2013 to Oct 2, 2026 (13.4 years).
DGRW vs VIG 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 13.4 years both funds cover.
DGRW vs VIG Performance
WisdomTree US Quality Dividend Growth Fund (DGRW) is an ETF from WisdomTree Investments and Vanguard Dividend Appreciation ETF (VIG) is an ETF from Vanguard (US). Over the past year DGRW returned +11.58% while VIG returned +10.10%. Year to date, DGRW is up 10.35% versus a gain of 7.84% for VIG.
Over three years, DGRW compounded at +17.99% per year against +17.33% for VIG; over five years the annualized figures are +12.65% and +10.90% respectively. Across the full 13-year window we track, DGRW has the edge at +11.64% annualized vs +10.49%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DGRW has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 12.9% for VIG. 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 -32.2% for DGRW and -31.7% for VIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DGRW charges 0.28% per year while VIG charges 0.04%. On a $10,000 position that is $28 vs $4 annually, a gap of $24 per year that compounds over a long holding period. On income, DGRW currently yields 1.21% against 1.48% for VIG.
Holdings Overlap
At least 65.8% of VIG's money is in holdings DGRW also owns.
Stated as a floor: for DGRW, our book for it covers 94.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
The two holdings books were reported 46 days apart, DGRW as of Sep 15, 2026 and VIG as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
94 positions in common, counted across the 194 positions we hold weights for in DGRW and 322 in VIG, against full books of 398 and 336.
Top Shared Holdings
| Stock | Weight in DGRW | Weight in VIG | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 7.56% | 4.34% | 3.22% |
| AAPLApple, Inc | 4.32% | 4.45% | 0.13% |
| AVGOBroadcom Inc | 2.08% | 4.63% | 2.55% |
| LLYEli Lilly & Co. | 1.41% | 3.93% | 2.52% |
| JNJJohnson & Johnson - Common | 2.39% | 2.67% | 0.28% |
| XOMExxon Mobil Corp. | 1.87% | 2.78% | 0.91% |
| KOCoca Cola Co. | 3.08% | 1.47% | 1.61% |
| UNHUnitedhealth Group Incorporated | 2.62% | 1.63% | 0.99% |
| ABBVAbbvie Inc. | 2.09% | 1.92% | 0.17% |
| VVisa Inc Class A | 1.50% | 2.45% | 0.95% |
65.8% of VIG is already inside DGRW.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, DGRW or VIG?
DGRW has an expense ratio of 0.28% while VIG charges 0.04%. VIG is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, DGRW or VIG?
Over the past year DGRW returned +11.58% vs +10.10% for VIG, so DGRW leads on 1-year performance. Over the longest common window we track (13 years), DGRW annualized +11.64% vs +10.49% for VIG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DGRW or VIG?
DGRW has been the more volatile fund at 13.4% annualized versus 12.9% for VIG. Worst drawdown: DGRW -32.2% vs VIG -31.7%.
Should I hold both DGRW and VIG?
DGRW and VIG have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between DGRW and VIG?
At least 65.8% of VIG's money is in holdings DGRW also owns. Our book for DGRW is partial, so the real figure is this or higher. They hold 94 positions in common, counted across the 194 positions we hold weights for in DGRW and 322 in VIG.
Which pays a higher dividend, DGRW or VIG?
DGRW yields 1.21% while VIG yields 1.48%, so VIG currently pays the higher dividend yield.
Is VIG better than DGRW?
VIG has a lower expense ratio. DGRW led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.