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DLS vs DGRS

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

DLS

WisdomTree International SmallCap Dividend Fund

WisdomTree

Annual cost

0.58%

Fund size

$1.1B

DGRS

WisdomTree U.S. SmallCap Quality Dividend Growth Fund

WisdomTree

Annual cost

0.38%

Fund size

$386M

Key differences

  • DGRS costs 0.20% less per year.
  • DLS covers global markets; DGRS covers north america.
  • Over the last 3 years, DLS has delivered higher annualized returns.
  • DLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DLSDGRS
Annual cost (TER)0.58%0.38%
Fund size (AUM)$1.1B$386M
Since20062013
Dividend yield3.49%2.16%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.9%+26.5%
CAGR 3Y+16.9%+14.5%
CAGR 5Y+7.3%+5.8%
Sharpe 3Y0.910.60
Volatility 1Y13.47%18.22%
Max drawdown-44.77%-44.83%

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

Similar to DLS and DGRS