Compare · 2 funds side by side · dividends reinvested

DGRS and VIG

DGRSWisdomTree×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

DGRS and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

WisdomTree U.S. SmallCap Quality Dividend Growth FundIncome · Dividend stocks0.38%2.06%+16.2%+19.9%+16.0%+7.0%−8.9%15.4%$391M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DGRS 2013 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Quality Dividend Growth Fund · $391M$14,030

DGRS

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

DGRSMeasureVIG

+16.2%Year to dateJan 1 → Nov 5+12.5%

+19.9%1 yearTotal return+15.2%

+16.0%3 years · per year$10,000 became $15,616 · $16,814+18.9%

+7.0%5 years · per year$10,000 became $14,030 · $16,331+10.3%

0.38%Expense ratio$38 · $4 a year on $10k · lower is better0.04%

2.06%Trailing 12-mo yield$206 · $149 a year on $10k1.49%

−8.9%Worst dropSmaller is better−7.9%

15.4%VolatilityLower is calmer10.8%

DGRSVIG Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5VIG wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DGRS vs VIG: Top 5 Holdings

Today

DGRS

11.1%in top 5

VIG

in top 522.1%

DGRSStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.6%VCTRnot top 5

2.5%AVTnot top 5

2.3%AROCnot top 5

1.9%CRCnot top 5

1.8%IPARnot top 5

Held in common0.4%

End-of-day Nov 5, 2026 · share of each fund

DGRS vs VIG Returns, Every Period

WisdomTreeDGRS

+7.0%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

DGRSVIGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DGRS vs VIG

YTD

WisdomTreeDGRS

+16.2%

VIGVanguard

+12.5%

+16.2%Year to date+12.5%

−8.9%Worst drop · 1Y−7.9%

15.4%Volatility · 1Y10.8%

2.1%Yield1.5%

$391MAssets$109B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGRS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRS0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DGRS, VIG

2.06%highest, DGRS

FundTrailing yieldYield$10k

DGRS2.06%$206

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$168most kept, DGRS

DGRS$206 − $38 = $168

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DGRS, VIG

Today

0.4%most shared, DGRS and VIG

DGRSVIG

DGRS—0.4%

VIG0.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.9%DGRS, at 15.4% volatility

VIGWorst drop−7.9%10.8% vol

DGRSWorst drop−8.9%15.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DGRSVIG

+16.2%Year to date+12.5%

2.1%Yield1.5%

+19.9%Past year+15.2%

0.38%Fee0.04%

3–1DGRS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026