DGRW vs VTI
WisdomTree US Quality Dividend Growth Fund vs Vanguard Morningstar Total Stock Market ETF
Which is better, DGRW or VTI?
Nearly the same fund. VTI costs less.
VTI has a lower expense ratio. DGRW led over 5Y, VTI over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95.
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 | VTI |
|---|---|---|
| Expense Ratio | 0.28% | 0.03%Best |
| AUM | $17.1B | $666.9B |
| Dividend Yield | 1.21% | 1.03% |
| Holdings | 200 | 3,543 |
| YTD Return | +10.70% | +12.57%Best |
| 1Y Return | +12.41% | +17.22%Best |
| 3Y Return (annualized) | +16.07% | +20.87%Best |
| 5Y Return (annualized) | +11.89%Best | +11.86% |
| Volatility (annualized) | 13.4%Best | 14.8% |
| Max Drawdown | -32.2%Best | -35.0% |
| $10,000 over 5 years | $17,537Best | $17,514 |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 22, 2013 | May 24, 2001 |
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 VTI 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 VTI Performance
WisdomTree US Quality Dividend Growth Fund (DGRW) is an ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year DGRW returned +12.41% while VTI returned +17.22%. Year to date, DGRW is up 10.70% versus a gain of 12.57% for VTI.
Over three years, DGRW compounded at +16.07% per year against +20.87% for VTI; over five years the annualized figures are +11.89% and +11.86% respectively. Across the full 13-year window we track, VTI has the edge at +12.44% annualized vs +11.72%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 14.8% 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 -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. 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 VTI 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 1.03% for VTI.
Holdings Overlap
We hold position weights for 196 holdings in DGRW and 2,787 in VTI, totalling 94.8% and 90.6% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 169 positions appear in both.
169 positions in common, counted across the 196 positions we hold weights for in DGRW and 2,787 in VTI, against full books of 200 and 3,543.
Top Shared Holdings
| Stock | Weight in DGRW | Weight in VTI | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 8.25% | 6.32% | 1.93% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 7.45% | 3.81% | 3.64% |
| AAPLApple, Inc | 3.94% | 5.84% | 1.90% |
| GOOGLAlphabet A Usd 0.001 | 2.23% | 2.88% | 0.65% |
| AVGOBroadcom Inc | 2.50% | 2.46% | 0.04% |
| KOCoca Cola Co. | 2.94% | 0.38% | 2.56% |
| UNHUnitedhealth Group Inc. | 2.75% | 0.52% | 2.23% |
| HDHome Depot Inc/The | 2.67% | 0.48% | 2.19% |
| JNJJohnson & Johnson | 2.31% | 0.84% | 1.47% |
| LLYEli Lilly & Co. | 1.50% | 1.40% | 0.10% |
You are not choosing between two funds in isolation.
Whichever of DGRW and VTI 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, DGRW or VTI?
DGRW has an expense ratio of 0.28% while VTI charges 0.03%. VTI is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, DGRW or VTI?
Over the past year DGRW returned +12.41% vs +17.22% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (13 years), DGRW annualized +11.72% vs +12.44% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DGRW or VTI?
VTI has been the more volatile fund at 14.8% annualized versus 13.4% for DGRW. Worst drawdown: DGRW -32.2% vs VTI -35.0%.
Should I hold both DGRW and VTI?
DGRW and VTI have a monthly-return correlation of 0.95, 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.
Which pays a higher dividend, DGRW or VTI?
DGRW yields 1.21% while VTI yields 1.03%, so DGRW currently pays the higher dividend yield.
Is VTI better than DGRW?
VTI has a lower expense ratio. DGRW led over 5Y, VTI over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. Which one suits a particular account depends on what it is for. This is information, not a recommendation.