Data as of Oct 28, 2026.
DGRW vs IAU: Differences, Returns & Fees
DGRW is an equity index fund and IAU a commodity fund, and over the year to Oct 28, 2026, DGRW returned +11.1% against +2.7%.
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Net assets: $16.6bn on Jun 30, 2026 for WisdomTree U.S. Quality Dividend Growth Fund, and $60.1bn on Oct 28, 2026 for iShares Gold Trust.
Pair scorecard
IAU costs 0.03 points a year less; their one-year returns differ by 8.4 points.
| Measure | DGRW | IAU |
|---|---|---|
| Return | ||
| Total return, 1 year | +11.1% | +2.7% |
| Drawdown | ||
| Below its high | 24.6%, high on Jan 29, 2026 | |
| Benchmark | ||
| What it tracks | WisdomTree U.S. Quality Dividend Growth Index | Gold |
| Cost and size | ||
| Expense ratio | 0.28% | 0.25% |
| Net assets, DGRW as of Jun 30, 2026 and IAU as of Oct 28, 2026 | $16.6bn | $60.1bn |
| Holdings | ||
| Holdings in common | not published | |
| In the S&P 500, by weight | 97% | |
| Top ten holdings, share of the fund | 36.1% | |
Risk and return
May 31, 2013 to Oct 23, 2026 · 699 weekly returnsEach against its own benchmark: DGRW against VOO, May 31, 2013 to Oct 23, 2026; IAU against GLD, Feb 4, 2005 to Oct 23, 2026.
DGRW returned more: +418.8% to +179.2%. DGRW swung slightly less: 14.7% to 15.5%. IAU fell less at its worst: −24.6% to −29.8%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | DGRW | IAU | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +418.8% | +179.2% | DGRW | Price change plus distributions, reinvested. |
| Annualized | +13.0% | +7.9% | DGRW | Total return as a yearly rate. |
| Price return | +299.2% | +179.2% | DGRW | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 14.7% | 15.5% | DGRW (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 10.3% | 10.5% | DGRW (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −29.8% | −24.6% | IAU | Deepest fall from a high to the low after it. |
| Upside capture | 85.5% | 100.4% | Share of its benchmark's rise caught in the weeks it rose. | |
| Downside capture | 92.1% | 100.0% | Share of its benchmark's fall taken in the weeks it fell. Lower is better. | |
| Beta | 0.89 | 1.00 | Not an edge | How far it moves for each 1% its benchmark moves. |
| R squared | 0.94 | 1.00 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | ||||
| Sharpe | 0.78 | 0.45 | DGRW | Return above Treasury bills per unit of volatility. |
| Sortino | 1.11 | 0.66 | DGRW | Return above Treasury bills per unit of downside deviation. |
| Treynor | 0.128 | 0.098 | Return above Treasury bills per unit of beta. | |
| Calmar | 0.44 | 0.32 | DGRW | Annualized return divided by the max drawdown. |
| Against the benchmark | ||||
| Benchmark | VOO | GLD | The ETF each fund is measured against. | |
| Alpha | +0.2% a year | +0.1% a year | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | 0.19 | 0.67 | Not an edge | How sure the alpha is. Below 2, it could be chance. |
| Alpha range | −1.7% to +2.1% | −0.2% to +0.4% | Includes zero | The 95% range for the yearly alpha. |
| Information ratio | −0.29 | 0.18 | Return against its benchmark per unit of tracking error. | |
| Tracking error | 4.0% | 0.7% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 699 weekly returns. Cash rate: the 13-week Treasury bill.
Side by side
DGRW and IAU on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
DGRW and IAU do different jobs. What does each one do in a portfolio?
- What each follows. DGRW follows WisdomTree U.S. Quality Dividend Growth Index and IAU follows Gold.
- One-year total return. Over 1 year to Oct 28, 2026 DGRW returned +11.1% and IAU +2.7% with distributions reinvested, a gap of 8.4 points.
- Cost (similar). DGRW charges 0.28% of assets a year and IAU 0.25%, a gap of 0.03 points.
Data as of Oct 28, 2026.
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DGRW
DGRW tracks an index of U.S. Quality Dividend Growth. Over the year to Oct 28, 2026 it returned +11.1% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. 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 36.1%.
Its expense ratio is 0.25% a year, for the three months to Jun 30, 2026, as its 10-Q states.
IAU holds gold. Over the year to Oct 28, 2026 it returned +2.7% with distributions reinvested, against +2.5% for its benchmark, the price of gold. It sat 24.6% below its high of Jan 29, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, DGRW or IAU?
- In the year to Oct 28, 2026, with distributions reinvested, DGRW returned +11.1% and IAU +2.7%.
- Which is cheaper, DGRW or IAU?
- IAU is cheaper, by 0.03 percentage points a year. That is about $3 on $10,000 held for a year. Fees come from each fund's own filings.
Links are sources, not endorsements. A comparison is not a recommendation.
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ETFIQ, DGRW against IAU, data as of Oct 28, 2026. https://etfiq.com/compare/any/dgrw-vs-iau
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