Data as of Oct 28, 2026.
DGRW vs USMV: Differences, Returns & Fees
Over the year to Oct 28, 2026, DGRW returned +11.1% to USMV's +10.8%; 30% 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 $24.1bn on Oct 27, 2026 for iShares MSCI USA Min Vol Factor ETF.
Pair scorecard
USMV costs 0.13 points a year less; their one-year returns differ by 0.3 points.
| Measure | DGRW | USMV |
|---|---|---|
| Return | ||
| Total return, 1 year | +11.1% | +10.8% |
| Benchmark | ||
| What it tracks | WisdomTree U.S. Quality Dividend Growth Index | MSCI USA Minimum Volatility (USD) Index |
| Cost and size | ||
| Expense ratio | 0.28% | 0.15% |
| Net assets, DGRW as of Jun 30, 2026 and USMV as of Oct 27, 2026 | $16.6bn | $24.1bn |
| Holdings | ||
| Holdings in common | 30% | |
| Top ten holdings, share of the fund | 36.1% | 14.8% |
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 returnsDGRW returned more: +418.8% to +303.5%. USMV swung slightly less: 13.7% to 14.7%. DGRW fell slightly less at its worst: −29.8% to −30.6%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | DGRW | USMV | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +418.8% | +303.5% | DGRW | Price change plus distributions, reinvested. |
| Annualized | +13.0% | +10.9% | DGRW | Total return as a yearly rate. |
| Price return | +299.2% | +213.1% | DGRW | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 14.7% | 13.7% | USMV (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 10.3% | 9.7% | USMV (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −29.8% | −30.6% | DGRW (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.78 | 0.69 | DGRW | Return above Treasury bills per unit of volatility. |
| Sortino | 1.11 | 0.98 | DGRW | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.44 | 0.36 | DGRW | Annualized 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
By the books each fund has filed, DGRW and USMV hold 30% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Oct 27, 2026.
half
30% in common
Only in one fund ↓
Side by side
DGRW and USMV 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%.
USMV
USMV tracks the MSCI USA Min Vol Factor. Over the year to Oct 28, 2026 it returned +10.8% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 176 positions, with the top ten at 14.8%.
Questions people ask
- Which returned more over the last year, DGRW or USMV?
- In the year to Oct 28, 2026, with distributions reinvested, DGRW returned +11.1% and USMV +10.8%.
- Which is cheaper, DGRW or USMV?
- USMV 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.
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 USMV, data as of Oct 28, 2026. https://etfiq.com/compare/any/dgrw-vs-usmv
ETFIQ. (Oct 28, 2026). DGRW against USMV. Retrieved from https://etfiq.com/compare/any/dgrw-vs-usmv
[DGRW against USMV (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/dgrw-vs-usmv)
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