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WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) belongs to the Small Cap Value Equities 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 19 ETFs in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.


Best Risk-Adjusted Alternatives to DGRS

DGRS has a PortfoliosLab risk / return rank of 44. There are 29 ETFs in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 83.


Top Performing DGRS Alternatives (YTD)

DGRS is at 13.56% YTD. There are 21 ETFs in the Small Cap Value Equities category with higher YTD returns, going as high as 26.42%.


Lowest Volatility Alternatives to DGRS

DGRS has 18.03% 1-year volatility. There are 23 ETFs in the Small Cap Value Equities category with lower 1-year volatility, going as low as 11.98%.


Lowest Drawdown Alternatives to DGRS

DGRS has a 1-year max drawdown of -9.68%. There are 25 ETFs in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -7.01%.


Other ETFs from WisdomTree

The 10 most viewed WisdomTree ETFs shown here include USFR, DGRW, GDE and span 10 categories. AUM among these funds goes as high as $17B.


Often Compared With DGRS

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


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Royce Micro-Cap Trust, Inc.
96
37.41%
DGRS vs RMT
Schwab U.S. Dividend Equity ETFDividend
80
19.01%
94.95BOct 2011DGRS vs SCHD
Invesco S&P SmallCap Value with Momentum ETFMomentum, Small Cap Value Equities
58
16.87%
607.31MMar 2005DGRS vs XSVM
State Street SPDR S&P 500 ETFS&P 500
70
10.91%
781.00BJan 1993DGRS vs SPY
Vanguard Small-Cap ETFSmall Cap Blend Equities
56
14.16%
177.40BJan 2004DGRS vs VB
Pacer US Small Cap Cash Cows 100 ETFSmall Cap Blend Equities
66
13.34%
3.51BJun 2017DGRS vs CALF
Invesco S&P 500 Top 50 ETFS&P 500
56
7.57%
11.15BMay 2005DGRS vs XLG
SPDR S&P SmallCap 600 ESG ETFSmall Cap Blend Equities
37
10.83%
7.79MJan 2022DGRS vs ESIX
Schwab U.S. Small-Cap ETFSmall Cap Blend Equities
71
19.79%
22.78BNov 2009DGRS vs SCHA
iShares S&P SmallCap 600 Value ETFSmall Cap Value Equities
64
15.13%
8.24BJul 2000DGRS vs IJS
Thrivent Small Cap Value ETFSmall Cap Value Equities
15.89%
Mar 2022DGRS vs TSCV
WisdomTree International SmallCap DividendForeign Small & Mid Cap Equities, Dividend
46
6.63%
1.06BJun 2006DGRS vs DLS
Delaware Small Cap Core FundSmall Cap Blend Equities
37
12.71%
Dec 1998DGRS vs DCCIX
Harbor AlphaEdge Small Cap Earners ETFSmall Cap Value Equities
52
12.09%
11.31MJul 2024DGRS vs EBIT
Invesco Russell 2000 Dynamic Multifactor ETFSmall Cap Value Equities
52
13.70%
283.36MNov 2017DGRS vs OMFS
First Trust Small Cap Value AlphaDEX FundSmall Cap Value Equities
61
15.42%
174.68MApr 2011DGRS vs FYT
iShares Russell 2000 ETFSmall Cap Blend Equities
62
17.07%
80.93BMay 2000DGRS vs IWM
Invesco S&P SmallCap 600 Revenue ETFSmall Cap Value Equities
57
15.88%
1.87BFeb 2008DGRS vs RWJ
Cambria Micro And Smallcap Shareholder Yield ETFSmall Cap Value Equities
63
13.45%
Jan 2024DGRS vs MYLD
Jpmorgan Active Small Cap Value ETFSmall Cap Value Equities
32
10.39%
25.16MMar 2023DGRS vs JPSV

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