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DGRS vs IHDG

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

DGRS

WisdomTree U.S. SmallCap Quality Dividend Growth Fund

WisdomTree

Annual cost

0.38%

Fund size

$386M

IHDG

WisdomTree International Hedged Quality Dividend Growth Fund

WisdomTree

Annual cost

0.58%

Fund size

$2.2B

Key differences

  • DGRS costs 0.20% less per year.
  • IHDG is significantly larger than DGRS — larger funds tend to be more liquid and less likely to close.
  • DGRS covers north america markets; IHDG covers global.
  • Over the last 3 years, DGRS has delivered higher annualized returns.

Side-by-side comparison

DGRSIHDG
Annual cost (TER)0.38%0.58%
Fund size (AUM)$386M$2.2B
Since20132014
Dividend yield2.16%1.88%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+15.4%
CAGR 3Y+14.5%+9.9%
CAGR 5Y+5.8%+7.9%
Sharpe 3Y0.600.49
Volatility 1Y18.22%13.72%
Max drawdown-44.83%-29.24%

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

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