Data as of Oct 28, 2026.
DGRW vs SPMO: Differences, Returns & Fees
Over the year to Oct 28, 2026, DGRW returned +11.1% to SPMO's +18.4%; 28% 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 $22.3bn on Oct 27, 2026 for Invesco S&P 500 Momentum ETF.
Pair scorecard
SPMO costs 0.15 points a year less; their one-year returns differ by 7.3 points.
| Measure | DGRW | SPMO |
|---|---|---|
| Return | ||
| Total return, 1 year | +11.1% | +18.4% |
| Drawdown | ||
| Below its high | 10.2%, high on Jun 22, 2026 | |
| Benchmark | ||
| What it tracks | WisdomTree U.S. Quality Dividend Growth Index | S&P 500 Momentum Index |
| Cost and size | ||
| Expense ratio | 0.28% | 0.13% |
| Net assets, DGRW as of Jun 30, 2026 and SPMO as of Oct 27, 2026 | $16.6bn | $22.3bn |
| Holdings | ||
| Holdings in common | 28% | |
| Top ten holdings, share of the fund | 36.1% | 50.7% |
Holdings in common uses holdings dated Jun 30, 2026 and Oct 27, 2026. Method
Risk and return
Oct 23, 2015 to Oct 23, 2026 · 574 weekly returns · each against VOOSPMO returned more: +519.8% to +291.8%. DGRW swung less: 15.3% to 19.0%. SPMO fell slightly less at its worst: −28.3% to −29.8%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | DGRW | SPMO | VOO | Edge | How it is measured |
|---|---|---|---|---|---|
| Return | |||||
| Total return | +291.8% | +519.8% | SPMO | Price change plus distributions, reinvested. | |
| Annualized | +13.2% | +18.0% | SPMO | Total return as a yearly rate. | |
| Price return | +215.6% | +442.9% | SPMO | Price change alone, distributions left out. | |
| Risk | |||||
| Volatility | 15.3% | 19.0% | DGRW | Spread of weekly returns, annualized. Lower is steadier. | |
| Downside deviation | 10.8% | 12.6% | DGRW | Like volatility, counting only weeks below the Treasury bill rate. | |
| Max drawdown | −29.8% | −28.3% | SPMO (slight) | Deepest fall from a high to the low after it. | |
| Upside capture | 83.6% | 98.9% | 100.0% | SPMO | Share of its benchmark's rise caught in the weeks it rose. |
| Downside capture | 91.3% | 93.8% | 100.0% | DGRW (slight) | Share of its benchmark's fall taken in the weeks it fell. Lower is better. |
| Beta | 0.89 | 0.98 | 1.00 | DGRW lower | How far it moves for each 1% its benchmark moves. |
| R squared | 0.94 | 0.74 | 1.00 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | |||||
| Sharpe | 0.73 | 0.84 | SPMO | Return above Treasury bills per unit of volatility. | |
| Sortino | 1.04 | 1.27 | SPMO | Return above Treasury bills per unit of downside deviation. | |
| Treynor | 0.127 | 0.164 | 0.126 | SPMO | Return above Treasury bills per unit of beta. |
| Calmar | 0.44 | 0.63 | SPMO | Annualized return divided by the max drawdown. | |
| Against the benchmark | |||||
| Benchmark | VOO | VOO | VOO | The ETF each fund is measured against. | |
| Alpha | +0.1% a year | +3.8% a year | 0.0% | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | 0.10 | 1.28 | Not an edge | How sure the alpha is. Below 2, it could be chance. | |
| Alpha range | −2.1% to +2.4% | −2.0% to +9.5% | Both include zero | The 95% range for the yearly alpha. | |
| Information ratio | −0.31 | 0.36 | SPMO | Return against its benchmark per unit of tracking error. | |
| Tracking error | 4.2% | 9.7% | 0.0% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 574 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, DGRW and SPMO hold 28% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Oct 27, 2026.
half
28% in common
Only in one fund ↓
Side by side
DGRW and SPMO on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
No client brief for this pair: the two funds' holdings are dated 119 days apart.
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%.
SPMO
SPMO tracks the S&P 500 Momentum. Over the year to Oct 28, 2026 it returned +18.4% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.13% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 101 positions, with the top ten at 50.7%. It sat 10.2% below its high of Jun 22, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, DGRW or SPMO?
- In the year to Oct 28, 2026, with distributions reinvested, DGRW returned +11.1% and SPMO +18.4%.
- Which is cheaper, DGRW or SPMO?
- SPMO is cheaper, by 0.15 percentage points a year. That is about $15 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, DGRW against SPMO, data as of Oct 28, 2026. https://etfiq.com/compare/any/dgrw-vs-spmo
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