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DFE vs DGRS

WisdomTree Europe SmallCap Dividend Fund vs WisdomTree U.S. SmallCap Quality Dividend Growth Fund

DFE

WisdomTree Europe SmallCap Dividend Fund

Annual cost

0.58%

Fund size

$171M

DGRS

WisdomTree U.S. SmallCap Quality Dividend Growth Fund

Annual cost

0.38%

Fund size

$376M

Key differences

Both DFE and DGRS are equity ETFs. DFE charges 0.58% a year and DGRS 0.38%. The main difference: DFE covers Europe; DGRS covers North America.

  • DFE covers Europe; DGRS covers North America.
  • DGRS costs 0.20% less per year.
  • Over the last three years, DGRS has delivered higher annualized returns.
  • DFE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFEDGRS
Annual cost (TER)0.58%0.38%
Fund size (AUM)$171M$376M
Since20062013
Dividend yield3.78%2.23%
Asset classequityequity
Regioneuropenorth america
Strategyindex trackingindex tracking
CAGR 1Y+11.2%+25.3%
CAGR 3Y+14.1%+15.1%
CAGR 5Y+4.0%+6.3%
Sharpe 3Y0.670.63
Volatility 1Y14.74%17.98%
Max drawdown-49.66%-44.83%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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