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DGRS vs DES

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

DGRS

WisdomTree U.S. SmallCap Quality Dividend Growth Fund

WisdomTree

Annual cost

0.38%

Fund size

$386M

DES

WisdomTree U.S. SmallCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$2.1B

Key differences

  • DES is significantly larger than DGRS — larger funds tend to be more liquid and less likely to close.
  • DES has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DGRSDES
Annual cost (TER)0.38%0.38%
Fund size (AUM)$386M$2.1B
Since20132006
Dividend yield2.16%2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+27.9%
CAGR 3Y+14.5%+15.3%
CAGR 5Y+5.8%+6.1%
Sharpe 3Y0.600.65
Volatility 1Y18.22%16.62%
Max drawdown-44.83%-45.65%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DGRS and DES