WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in WisdomTree U.S. SmallCap Quality Dividend Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) has returned 7.11% so far this year and 16.89% over the past 12 months. Over the last ten years, DGRS has returned 9.13% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 25, 2013, DGRS's average daily return is +0.04%, while the average monthly return is +0.85%. At this rate, your investment would double in approximately 6.8 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +16.2%, while the worst month was Mar 2020 at -22.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, DGRS closed higher 51% of trading days. The best single day was Mar 17, 2020 with a return of +18.1%, while the worst single day was Mar 16, 2020 at -22.2%.

WisdomTree U.S. SmallCap Quality Dividend Growth Fund has an annualized alpha of -1.61%, beta of 1.02, and R² of 0.62 versus S&P 500 Index. Calculated based on daily prices since July 26, 2013.

• This ETF participated in 111.46% of S&P 500 Index downside but only 98.88% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 1.02 and R² of 0.62, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

DGRS has an expense ratio of 0.38%, placing it in the medium range.

DGRS ranks 41 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) and compare them to a chosen benchmark (S&P 500 Index).

WisdomTree U.S. SmallCap Quality Dividend Growth Fund provided a 2.40% dividend yield over the last twelve months, with an annual payout of $1.27 per share.

The table displays the monthly dividend distributions for WisdomTree U.S. SmallCap Quality Dividend Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the WisdomTree U.S. SmallCap Quality Dividend Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WisdomTree U.S. SmallCap Quality Dividend Growth Fund was 44.83%, occurring on Mar 16, 2020. Recovery took 177 trading sessions.

The current WisdomTree U.S. SmallCap Quality Dividend Growth Fund drawdown is 5.91%.

The chart below shows the rolling one-month volatility.