DGRW vs VOO
WisdomTree US Quality Dividend Growth Fund vs Vanguard S&P 500 ETF
Which is better, DGRW or VOO?
Nearly the same fund. VOO costs less.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.96.
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 | VOO |
|---|---|---|
| Expense Ratio | 0.28% | 0.03%Best |
| AUM | $17.1B | $997.4B |
| Dividend Yield | 1.21% | 1.04% |
| Holdings | 200 | 509 |
| YTD Return | +10.70% | +12.50%Best |
| 1Y Return | +12.41% | +17.58%Best |
| 3Y Return (annualized) | +16.07% | +21.27%Best |
| 5Y Return (annualized) | +11.89% | +12.95%Best |
| Volatility (annualized) | 13.4%Best | 14.4% |
| Max Drawdown | -32.2%Best | -34.3% |
| $10,000 over 5 years | $17,537 | $18,384Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 22, 2013 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 22, 2013 to Sep 11, 2026 (13.3 years).
DGRW vs VOO 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 13.3 years both funds cover.
DGRW vs VOO Performance
WisdomTree US Quality Dividend Growth Fund (DGRW) is an ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DGRW returned +12.41% while VOO returned +17.58%. Year to date, DGRW is up 10.70% versus a gain of 12.50% for VOO.
Over three years, DGRW compounded at +16.07% per year against +21.27% for VOO; over five years the annualized figures are +11.89% and +12.95% respectively. Across the full 13-year window we track, VOO has the edge at +12.85% annualized vs +11.72%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.4% compared with 13.4% for DGRW. 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 -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.96. 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 VOO charges 0.03%. On a $10,000 position that is $28 vs $3 annually, a gap of $25 per year that compounds over a long holding period. On income, DGRW currently yields 1.21% against 1.04% for VOO.
Holdings Overlap
At least 53.5% of VOO's money is in holdings DGRW also owns.
Stated as a floor: for DGRW, our book for it covers 94.8% 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.
136 positions in common, counted across the 196 positions we hold weights for in DGRW and 505 in VOO, against full books of 200 and 509.
Top Shared Holdings
| Stock | Weight in DGRW | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 8.25% | 7.51% | 0.74% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 7.45% | 4.30% | 3.15% |
| AAPLApple, Inc | 3.94% | 6.59% | 2.65% |
| GOOGLAlphabet A Usd 0.001 | 2.23% | 3.25% | 1.02% |
| AVGOBroadcom Inc | 2.50% | 2.77% | 0.27% |
| KOCoca Cola Co. | 2.94% | 0.49% | 2.45% |
| UNHUnitedhealth Group Inc. | 2.75% | 0.59% | 2.16% |
| JNJJohnson & Johnson | 2.31% | 0.95% | 1.36% |
| HDHome Depot Inc/The | 2.67% | 0.54% | 2.13% |
| LLYEli Lilly & Co. | 1.50% | 1.47% | 0.03% |
53.5% of VOO 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DGRW or VOO?
DGRW has an expense ratio of 0.28% while VOO charges 0.03%. VOO is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, DGRW or VOO?
Over the past year DGRW returned +12.41% vs +17.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (13 years), DGRW annualized +11.72% vs +12.85% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DGRW or VOO?
VOO has been the more volatile fund at 14.4% annualized versus 13.4% for DGRW. Worst drawdown: DGRW -32.2% vs VOO -34.3%.
Should I hold both DGRW and VOO?
DGRW and VOO have a monthly-return correlation of 0.96, 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 VOO?
At least 53.5% of VOO's money is in holdings DGRW also owns. Our book for DGRW is partial, so the real figure is this or higher. They hold 136 positions in common, counted across the 196 positions we hold weights for in DGRW and 505 in VOO.
Which pays a higher dividend, DGRW or VOO?
DGRW yields 1.21% while VOO yields 1.04%, so DGRW currently pays the higher dividend yield.
Is VOO better than DGRW?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.96. Which one suits a particular account depends on what it is for. This is information, not a recommendation.