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DGRS vs OUSM

WisdomTree U.S. SmallCap Quality Dividend Growth Fund vs ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares

DGRS

WisdomTree U.S. SmallCap Quality Dividend Growth Fund

WisdomTree

Annual cost

0.38%

Fund size

$386M

OUSM

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares

ALPS

Annual cost

0.48%

Fund size

$904M

Key differences

  • DGRS costs 0.10% less per year.
  • Over the last 3 years, DGRS has delivered higher annualized returns.

Side-by-side comparison

DGRSOUSM
Annual cost (TER)0.38%0.48%
Fund size (AUM)$386M$904M
Since20132016
Dividend yield2.16%1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+12.4%
CAGR 3Y+14.5%+12.3%
CAGR 5Y+5.8%+7.5%
Sharpe 3Y0.600.61
Volatility 1Y18.22%13.33%
Max drawdown-44.83%-39.84%

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

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