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DGRW vs OUSA

WisdomTree U.S. Quality Dividend Growth Fund vs ALPS O'Shares U.S. Quality Dividend ETF Shares

DGRW

WisdomTree U.S. Quality Dividend Growth Fund

WisdomTree

Annual cost

0.28%

Fund size

$16.4B

OUSA

ALPS O'Shares U.S. Quality Dividend ETF Shares

ALPS

Annual cost

0.48%

Fund size

$751M

Key differences

  • DGRW costs 0.20% less per year.
  • DGRW is significantly larger than OUSA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DGRW has delivered higher annualized returns.

Side-by-side comparison

DGRWOUSA
Annual cost (TER)0.28%0.48%
Fund size (AUM)$16.4B$751M
Since20132015
Dividend yield1.32%1.43%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.8%+13.0%
CAGR 3Y+17.1%+13.6%
CAGR 5Y+12.1%+9.1%
Sharpe 3Y1.040.86
Volatility 1Y10.02%9.87%
Max drawdown-32.04%-33.12%

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

Similar to DGRW and OUSA