Compare · 2 funds side by side · dividends reinvested

DGRS and VYM

DGRSWisdomTree×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,002VYM · best of the two

02 / 04

DGRS and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.3

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%$391M1.8

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 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

DGRS

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,002

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

DGRSMeasureVYM

+16.2%Year to dateJan 1 → Nov 5+13.3%

+19.9%1 yearTotal return+17.7%

+16.0%3 years · per year$10,000 became $15,616 · $17,266+20.0%

+7.0%5 years · per year$10,000 became $14,030 · $17,002+11.2%

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

2.06%Trailing 12-mo yield$206 · $230 a year on $10k2.30%

−8.9%Worst dropSmaller is better−6.7%

15.4%VolatilityLower is calmer10.6%

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

2–6VYM 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 VYM: Top 5 Holdings

Today

DGRS

11.1%in top 5

VYM

in top 518.2%

DGRSStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

2.6%VCTRnot top 5

2.5%AVTnot top 5

2.3%AROCnot top 5

not top 5ABBV2.0%

1.9%CRCnot top 5

1.8%IPARnot top 5

Held in common0.7%

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

DGRS vs VYM Returns, Every Period

WisdomTreeDGRS

+7.0%

5 years, per year

VYMVanguard

+11.2%

5 years, per year

DGRSVYMFaded: behind in that period

2–2Level

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

DGRS vs VYM

YTD

WisdomTreeDGRS

+16.2%

VYMVanguard

+13.3%

+16.2%Year to date+13.3%

−8.9%Worst drop · 1Y−6.7%

15.4%Volatility · 1Y10.6%

2.1%Yield2.3%

$391MAssets$78.9B

3–1VYM wins

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

Cost, Income and Risk

Fees: DGRS, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

DGRS0.38%$38

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

Yields: DGRS, VYM

2.30%highest, VYM

FundTrailing yieldYield$10k

VYM2.30%$230

DGRS2.06%$206

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

DGRS$206 − $38 = $168

KeptFee

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

Overlap: DGRS, VYM

Today

0.7%most shared, DGRS and VYM

DGRSVYM

DGRS—0.7%

VYM0.7%—

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

VYMWorst drop−6.7%10.6% 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

VYMDGRS

+13.3%Year to date+16.2%

2.3%Yield2.1%

+17.7%Past year+19.9%

0.04%Fee0.38%

2–2level

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026