Data as of Oct 28, 2026.
DGRW vs VYM: Differences, Returns & Fees
Over the year to Oct 28, 2026, DGRW returned +11.1% to VYM's +18.0%; 35% 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 $78.9bn on Sep 30, 2026 for Vanguard High Dividend Yield ETF.
Pair scorecard
VYM costs 0.24 points a year less; their one-year returns differ by 6.9 points.
| Measure | DGRW | VYM |
|---|---|---|
| Return | ||
| Total return, 1 year | +11.1% | +18.0% |
| Benchmark | ||
| What it tracks | WisdomTree U.S. Quality Dividend Growth Index | FTSE High Dividend Yield Index |
| Cost and size | ||
| Expense ratio | 0.28% | 0.04% |
| Net assets, DGRW as of Jun 30, 2026 and VYM as of Sep 30, 2026 | $16.6bn | $78.9bn |
| Holdings | ||
| Holdings in common | 35% | |
| Top ten holdings, share of the fund | 36.1% | 26.2% |
Holdings in common uses holdings dated Jun 30, 2026 and Sep 30, 2026. Method
Risk and return
May 31, 2013 to Oct 23, 2026 · 699 weekly returnsDGRW returned more: +418.8% to +327.7%. DGRW and VYM swung about the same: 14.7% and 14.8%. DGRW fell slightly less at its worst: −29.8% to −32.4%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | DGRW | VYM | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +418.8% | +327.7% | DGRW | Price change plus distributions, reinvested. |
| Annualized | +13.0% | +11.4% | DGRW | Total return as a yearly rate. |
| Price return | +299.2% | +184.0% | DGRW | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 14.7% | 14.8% | Tie | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 10.3% | 10.6% | DGRW (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −29.8% | −32.4% | DGRW (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.78 | 0.68 | DGRW | Return above Treasury bills per unit of volatility. |
| Sortino | 1.11 | 0.95 | DGRW | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.44 | 0.35 | 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 VYM hold 35% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Sep 30, 2026.
half
35% in common
Only in one fund ↓
Side by side
DGRW and VYM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
DGRW and VYM do different jobs. What does each one do in a portfolio?
- What each follows. DGRW follows WisdomTree U.S. Quality Dividend Growth Index and VYM follows FTSE High Dividend Yield Index.
- Holdings in common. 35% of the weight is in the same securities (holdings dated Jun 30, 2026 and Sep 30, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 DGRW returned +11.1% and VYM +18.0% with distributions reinvested, a gap of 6.9 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%.
VYM
VYM tracks an index of US high dividend. Over the year to Oct 28, 2026 it returned +18.0% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer as of Sep 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 595 positions, with the top ten at 26.2%.
Questions people ask
- Which returned more over the last year, DGRW or VYM?
- In the year to Oct 28, 2026, with distributions reinvested, DGRW returned +11.1% and VYM +18.0%.
- Which is cheaper, DGRW or VYM?
- VYM is cheaper, by 0.24 percentage points a year. That is about $24 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 VYM, data as of Oct 28, 2026. https://etfiq.com/compare/any/dgrw-vs-vym
ETFIQ. (Oct 28, 2026). DGRW against VYM. Retrieved from https://etfiq.com/compare/any/dgrw-vs-vym
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