PortfoliosLab logoPortfoliosLab logo

WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) belongs to the Quality Factor category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with DGRS. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to DGRS

DGRS charges 0.38% annually. There are 32 ETFs in the Quality Factor category with lower expense ratios, going as low as 0.12%.


Best Risk-Adjusted Alternatives to DGRS

DGRS has a PortfoliosLab risk / return rank of 79. There are 13 ETFs in the Quality Factor category with higher risk-adjusted ranks, going as high as 90.


Top Performing DGRS Alternatives (YTD)

DGRS is at 25.37% YTD. There are 4 ETFs in the Quality Factor category with higher YTD returns, going as high as 28.92%.


Lowest Volatility Alternatives to DGRS

DGRS has 17.07% 1-year volatility. There are 49 ETFs in the Quality Factor category with lower 1-year volatility, going as low as 7.92%.


Lowest Drawdown Alternatives to DGRS

DGRS has a 1-year max drawdown of -9.68%. There are 27 ETFs in the Quality Factor category with shallower 1-year drawdowns, going as shallow as -6.19%.


Other ETFs from WisdomTree

The 10 most viewed WisdomTree ETFs shown here include USFR, DGRW, GDE and span 15 categories. AUM among these funds goes as high as $18B.


Often Compared With DGRS

Investors most often compare DGRS with RMT, XSVM, SCHD. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Royce Micro-Cap Trust, Inc.
96
40.66%
DGRS vs RMT
Invesco S&P SmallCap Value with Momentum ETFMomentum, Small Cap Value Equities
89
28.49%
673.30MMar 2005DGRS vs XSVM
Schwab U.S. Dividend Equity ETFDividend
94
24.66%
104.16BOct 2011DGRS vs SCHD
State Street SPDR S&P 500 ETFS&P 500
71
13.49%
789.06BJan 1993DGRS vs SPY
Vanguard Small-Cap Value ETFSmall Cap Value Equities
76
19.19%
67.80BJan 2004DGRS vs VBR
Pacer US Small Cap Cash Cows ETFSmall Cap Value Equities
94
26.79%
3.54BJun 2017DGRS vs CALF
Vanguard Russell 2000 Value ETFSmall Cap Value Equities
92
26.07%
1.40BSep 2010DGRS vs VTWV
Vanguard Small-Cap ETFSmall Cap Blend Equities
67
18.29%
188.20BJan 2004DGRS vs VB
Invesco S&P 500 Top 50 ETFS&P 500
41
6.54%
10.56BMay 2005DGRS vs XLG
SPDR S&P SmallCap 600 ESG ETFSmall Cap Blend Equities7.79MJan 2022DGRS vs ESIX
Avantis US Small Cap Value ETFSmall Cap Value Equities
90
25.55%
30.19BSep 2019DGRS vs AVUV
Delaware Small Cap Core FundSmall Cap Blend Equities
76
19.86%
Dec 1998DGRS vs DCCIX
EA Bridgeway Omni Small-Cap Value ETFSmall Cap Value Equities
94
29.01%
1.71BDec 2010DGRS vs BSVO
Thrivent Small Cap Value ETFSmall Cap Value Equities
23.32%
Mar 2022DGRS vs TSCV
Euclidean Fundamental Value ETFSmall Cap Value Equities
89
22.11%
136.73MMay 2023DGRS vs ECML
Brandes U.S. Small-Mid Cap Value ETFSmall Cap Value Equities
87
19.60%
161.61MOct 2023DGRS vs BSMC
First Trust Mid Cap Value AlphaDEX FundSmall Cap Value Equities
69
17.15%
228.06MApr 2011DGRS vs FNK
Jpmorgan Active Small Cap Value ETFSmall Cap Value Equities
77
23.36%
27.27MMar 2023DGRS vs JPSV
Harbor AlphaEdge Small Cap Earners ETFSmall Cap Value Equities
82
21.79%
11.98MJul 2024DGRS vs EBIT
WisdomTree International SmallCap Dividend FundForeign Small & Mid Cap Equities, Dividend
47
9.95%
1.05BJun 2006DGRS vs DLS

Compare DGRS with Any Fund or Stock

Compare DGRS with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair DGRS with funds that move differently

WisdomTree U.S. SmallCap Quality Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DGRS.

Explore DGRS Diversifiers