Which returned more over the last year, DGRW or VBR?

In the year to Sep 12, 2026, with distributions reinvested, DGRW returned +12.4% and VBR returned +16.3%, so VBR returned more. One year is one year; the longer windows are in the table.

Which is cheaper, DGRW or VBR?

DGRW charges 0.28% a year and VBR charges 0.05%, so VBR is cheaper. Fees come from each fund's prospectus.

How much do DGRW and VBR overlap with the S&P 500?

By their latest filed holdings, 97% of DGRW and 30% of VBR by weight is stocks the S&P 500 already holds. Between the two funds, 4% of their books are the same securities at the same weight.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

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DGRW vs VBR: how they differ

DGRW and VBR hold 4% of their weight in the same names, and VBR returned more over the year.

WisdomTree U.S. Quality Dividend Growth Fund and Vanguard Small-Cap Value Index Fund.

What they hold in common

By the books each fund has filed, DGRW and VBR hold 4% of their money in the same securities at the same weight.

Positions DGRW and VBR both hold, largest shared weight first
Holding	DGRW	VBR
STEEL DYNAMICS INC	0.26%	0.34%
WILLIAMS SONOMA INC	0.23%	0.59%
J.B. HUNT TRANSPORT SERVICES INC	0.21%	0.47%
FIRST CITIZENS BANCSHARES INC	0.19%	0.33%
CH ROBINSON WORLDWIDE INC	0.18%	0.45%
RELIANCE INC	0.15%	0.41%
CF INDUSTRIES HOLDINGS INC	0.14%	0.36%
WESCO INTERNATIONAL INC	0.13%	0.36%
TOLL BROTHERS INC	0.13%	0.34%
CARLISLE COMPANIES INC	0.12%	0.32%
ARAMARK	0.12%	0.32%
DICKS SPORTING GOODS INC	0.11%	0.30%

Largest positions each one holds and the other does not
Only in DGRW	Only in VBR
NVIDIA CORP 7.95%	Jabil Inc 0.87%
MICROSOFT CORP 5.75%	Atmos Energy Corp 0.62%
APPLE INC 3.87%	Moderna Inc 0.54%
META PLATFORMS INC 2.97%	Smurfit Westrock PLC 0.52%
UNITEDHEALTH GROUP INC 2.92%	F5 Inc 0.50%
COCA-COLA COMPANY (THE) 2.88%	US Foods Holding Corp 0.48%
HOME DEPOT INC (THE) 2.81%	Omnicom Group Inc 0.45%
JOHNSON & JOHNSON 2.34%	TD SYNNEX Corp 0.41%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.

DGRW and VBR on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	DGRW WisdomTree U.S. Quality Dividend Growth Fund	VBR Vanguard Small-Cap Value Index Fund
Where it sits	Core index fund	Core index fund
Issuer	WisdomTree	Vanguard
What it is	U.S. Quality Dividend Growth	Small-Cap Value
Total return, 1 year	+12.4%	+16.3%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−5.1 pts	−1.2 pts
Expense ratio	0.28%	0.05%
Already in the S&P 500	96.7%	30.5%
Holdings	197	840

DGRW in plain words

DGRW is an index equity fund tracking the U.S. Quality Dividend Growth. Over the year to Sep 11, 2026 it returned +12.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.28% a year. By its holdings filed for Jun 30, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 197 positions, with the top ten at 36.2%.

VBR in plain words

VBR is an index equity fund tracking the Small-Cap Value. Over the year to Sep 11, 2026 it returned +16.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 30% of the fund by weight is stocks the S&P 500 also holds, across 840 positions, with the top ten at 5.9%. It sat 3.8% below its high of Aug 14, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, DGRW or VBR?: In the year to Sep 12, 2026, with distributions reinvested, DGRW returned +12.4% and VBR returned +16.3%, so VBR returned more. One year is one year; the longer windows are in the table.
Which is cheaper, DGRW or VBR?: DGRW charges 0.28% a year and VBR charges 0.05%, so VBR is cheaper. Fees come from each fund's prospectus.
How much do DGRW and VBR overlap with the S&P 500?: By their latest filed holdings, 97% of DGRW and 30% of VBR by weight is stocks the S&P 500 already holds. Between the two funds, 4% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

DGRW against VBR, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DGRW against VBR, data as of Sep 12, 2026. https://etfiq.com/compare/any/DGRW-VBR Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources