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DGRS vs DLS

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

DGRS

WisdomTree U.S. SmallCap Quality Dividend Growth Fund

WisdomTree

Annual cost

0.38%

Fund size

$386M

DLS

WisdomTree International SmallCap Dividend Fund

WisdomTree

Annual cost

0.58%

Fund size

$1.1B

Key differences

  • DGRS costs 0.20% less per year.
  • DGRS covers north america markets; DLS covers global.
  • Over the last 3 years, DLS has delivered higher annualized returns.
  • DLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DGRSDLS
Annual cost (TER)0.38%0.58%
Fund size (AUM)$386M$1.1B
Since20132006
Dividend yield2.16%3.49%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+25.9%
CAGR 3Y+14.5%+16.9%
CAGR 5Y+5.8%+7.3%
Sharpe 3Y0.600.91
Volatility 1Y18.22%13.47%
Max drawdown-44.83%-44.77%

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

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