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IHDG vs DGRS
WisdomTree International Hedged Quality Dividend Growth Fund vs WisdomTree U.S. SmallCap Quality Dividend Growth Fund
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.
- IHDG covers global markets; DGRS covers north america.
- Over the last 3 years, DGRS has delivered higher annualized returns.
Side-by-side comparison
| IHDG | DGRS | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.38% |
| Fund size (AUM) | $2.2B | $386M |
| Since | 2014 | 2013 |
| Dividend yield | 1.88% | 2.16% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +15.4% | +26.5% |
| CAGR 3Y | +9.9% | +14.5% |
| CAGR 5Y | +7.9% | +5.8% |
| Sharpe 3Y | 0.49 | 0.60 |
| Volatility 1Y | 13.72% | 18.22% |
| Max drawdown | -29.24% | -44.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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