Data as of Oct 28, 2026.

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DGRW vs IEF: Differences, Returns & Fees

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Over the year to Oct 28, 2026, DGRW returned +11.1% to IEF's −3.2%; 0% of their weight is in the same names.

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Net assets: $16.6bn on Jun 30, 2026 for WisdomTree U.S. Quality Dividend Growth Fund, and $43.5bn on Oct 27, 2026 for iShares 7-10 Year Treasury Bond ETF.

At a glance
+11.1%
DGRW total return, 1 year
−3.2%
IEF total return, 1 year
0.28%
DGRW expense ratio
0.15%
IEF expense ratio

Pair scorecard

IEF costs 0.13 points a year less; their one-year returns differ by 14.3 points.

DGRW vs IEF: Differences, Returns & Fees
MeasureDGRWIEF
Return
Total return, 1 year+11.1%−3.2%
Drawdown
Below its high13.1%, high on Aug 4, 2020
Benchmark
What it tracksWisdomTree U.S. Quality Dividend Growth IndexICE U.S. Treasury 7-10 Year Bond Index
Cost and size
Expense ratio0.28%0.15%
Net assets, DGRW as of Jun 30, 2026 and IEF as of Oct 27, 2026$16.6bn$43.5bn
Holdings
Holdings in common0%
In the S&P 500, by weight97%
Top ten holdings, share of the fund36.1%

Holdings in common uses holdings dated Jun 30, 2026 and Oct 27, 2026. Method

Risk and return

May 31, 2013 to Oct 23, 2026 · 699 weekly returns
DGRW IEF
Return
Total return edge DGRW +418.8% +16.8%
Annualized edge DGRW +13.0% +1.2%
Price return edge DGRW +299.2% −13.5%
Risk
Volatility edge IEF 14.7% 6.3%
Max drawdown edge IEF −29.8% −23.3%
Risk-adjusted
Sharpe edge DGRW 0.78 −0.09
Sortino edge DGRW 1.11 −0.12
Calmar edge DGRW 0.44 0.05
Reading

DGRW returned more: +418.8% to +16.8%. IEF swung less: 6.3% to 14.7%. IEF fell less at its worst: −23.3% to −29.8%.

Full scorecard

9 measures, with how each is measured
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Risk and return: DGRW vs IEF: Differences, Returns & Fees
MeasureDGRWIEFEdgeHow it is measured
Return
Total return+418.8%+16.8%DGRWPrice change plus distributions, reinvested.
Annualized+13.0%+1.2%DGRWTotal return as a yearly rate.
Price return+299.2%−13.5%DGRWPrice change alone, distributions left out.
Risk
Volatility14.7%6.3%IEFSpread of weekly returns, annualized. Lower is steadier.
Downside deviation10.3%4.6%IEFLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−29.8%−23.3%IEFDeepest fall from a high to the low after it.
Risk-adjusted
Sharpe0.78−0.09DGRWReturn above Treasury bills per unit of volatility.
Sortino1.11−0.12DGRWReturn above Treasury bills per unit of downside deviation.
Calmar0.440.05DGRWAnnualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 699 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

0%

By the books each fund has filed, DGRW and IEF hold 0% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first DGRW IEF
Only in one fund ↓
Only in DGRW
NVIDIA CORP 7.94%
MICROSOFT CORP 5.74%
APPLE INC 3.86%
META PLATFORMS INC 2.97%
UNITEDHEALTH GROUP INC 2.92%
COCA-COLA COMPANY (THE) 2.88%
HOME DEPOT INC (THE) 2.81%
BROADCOM INC 2.34%
Only in IEF
TREASURY NOTE 8.82%
TREASURY NOTE 8.80%
TREASURY NOTE 8.74%
TREASURY NOTE 8.68%
TREASURY NOTE (OLD) 8.68%
TREASURY NOTE (2OLD) 8.65%
TREASURY NOTE 8.48%
TREASURY NOTE 8.40%
Check overlap with more funds →

Side by side

DGRW WisdomTree U.S. Quality Dividend Growth Fund IEF iShares 7-10 Year Treasury Bond ETF
Where it sits Stock ETF Bond ETF
What it is Tracks an index of U.S. Quality Dividend Growth Tracks an index of 7-10 Year Treasury Bond
Total return, 1 year +11.1% −3.2%
Its benchmark over the same days +13.7% (VOO) not measured
Gap to its benchmark −2.6 pts vs VOO not measured
Expense ratio 0.28% 0.15%
Holdings 197 17
Net assets, DGRW as of Jun 30, 2026 and IEF as of Oct 27, 2026 $16.6bn $43.5bn

DGRW and IEF on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief

No client brief for this pair: the two funds' holdings are dated 119 days apart.

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About each fund
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%.

IEF

IEF tracks an index of 7-10 Year Treasury Bond. Over the year to Oct 28, 2026 it returned −3.2% with distributions reinvested. The prospectus expense ratio is 0.15% a year. It sat 13.1% below its high of Aug 4, 2020 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, DGRW or IEF?
In the year to Oct 28, 2026, with distributions reinvested, DGRW returned +11.1% and IEF −3.2%.
Which is cheaper, DGRW or IEF?
IEF is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, DGRW against IEF, data as of Oct 28, 2026. https://etfiq.com/compare/any/dgrw-vs-ief

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