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DGRS vs DOL

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

DGRS

WisdomTree U.S. SmallCap Quality Dividend Growth Fund

WisdomTree

Annual cost

0.38%

Fund size

$386M

DOL

WisdomTree True Developed International Fund

WisdomTree

Annual cost

0.48%

Fund size

$792M

Key differences

  • DGRS costs 0.10% less per year.
  • DGRS covers north america markets; DOL covers global.
  • Over the last 3 years, DOL has delivered higher annualized returns.
  • DOL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DGRSDOL
Annual cost (TER)0.38%0.48%
Fund size (AUM)$386M$792M
Since20132006
Dividend yield2.16%2.55%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+28.8%
CAGR 3Y+14.5%+19.9%
CAGR 5Y+5.8%+12.3%
Sharpe 3Y0.601.09
Volatility 1Y18.22%15.04%
Max drawdown-44.83%-35.99%

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

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