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DGRW vs OUSM

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

DGRW

WisdomTree U.S. Quality Dividend Growth Fund

WisdomTree

Annual cost

0.28%

Fund size

$16.4B

OUSM

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

ALPS

Annual cost

0.48%

Fund size

$904M

Key differences

  • DGRW costs 0.20% less per year.
  • DGRW is significantly larger than OUSM — 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

DGRWOUSM
Annual cost (TER)0.28%0.48%
Fund size (AUM)$16.4B$904M
Since20132016
Dividend yield1.32%1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.8%+12.4%
CAGR 3Y+17.1%+12.3%
CAGR 5Y+12.1%+7.5%
Sharpe 3Y1.040.61
Volatility 1Y10.02%13.33%
Max drawdown-32.04%-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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