DGRS vs. AVSC
DGRS (WisdomTree U.S. SmallCap Quality Dividend Growth Fund) and AVSC (Avantis US Small Cap Equity ETF) are both Small Cap Value Equities funds - DGRS tracks the WisdomTree U.S. SmallCap Quality Dividend Growth Index while AVSC tracks the Russell 2000 Index. Both are passively managed. Over the past 3 years, DGRS returned 15.78%/yr vs 19.42%/yr for AVSC. With a 0.95 correlation, they move nearly in lockstep. DGRS charges 0.38%/yr vs 0.25%/yr for AVSC.
Performance
DGRS vs. AVSC - Performance Comparison
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Returns By Period
In the year-to-date period, DGRS achieves a 20.55% return, which is significantly lower than AVSC's 23.61% return.
DGRS
- 1D
- 1.08%
- 1M
- 4.94%
- YTD
- 20.55%
- 6M
- 18.43%
- 1Y
- 32.24%
- 3Y*
- 15.78%
- 5Y*
- 7.48%
- 10Y*
- 10.72%
AVSC
- 1D
- 0.84%
- 1M
- 4.95%
- YTD
- 23.61%
- 6M
- 21.02%
- 1Y
- 44.25%
- 3Y*
- 19.42%
- 5Y*
- —
- 10Y*
- —
DGRS vs. AVSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | 20.55% | -0.43% | 10.40% | 21.16% | -12.68% |
AVSC Avantis US Small Cap Equity ETF | 23.61% | 9.42% | 7.75% | 19.68% | -12.40% |
Correlation
The correlation between DGRS and AVSC is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Jan 13, 2022 | 0.95 |
The correlation between DGRS and AVSC has been stable across timeframes, ranging from 0.94 to 0.95 - a consistent structural relationship.
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Return for Risk
DGRS vs. AVSC — Risk / Return Rank
DGRS
AVSC
DGRS vs. AVSC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) and Avantis US Small Cap Equity ETF (AVSC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DGRS | AVSC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.64 | ||
| Sortino ratioReturn per unit of downside risk | -0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.41 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.35 | 5.63 | -2.29 |
| Martin ratioReturn relative to average drawdown | 10.32 | 17.65 | -7.33 |
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Drawdowns
DGRS vs. AVSC - Drawdown Comparison
The maximum DGRS drawdown since its inception was -44.83%, which is greater than AVSC's maximum drawdown of -28.40%. Use the drawdown chart below to compare losses from any high point for DGRS and AVSC.
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Drawdown Indicators
| DGRS | AVSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.83% | -28.40% | -16.43% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -7.89% | -1.79% |
Max Drawdown (3Y)Largest decline over 3 years | -27.57% | -28.40% | +0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -27.57% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.83% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -6.70% | -7.34% | +0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.51% | +0.62% |
Volatility
DGRS vs. AVSC - Volatility Comparison
The current volatility for WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) is 3.95%, while Avantis US Small Cap Equity ETF (AVSC) has a volatility of 4.64%. This indicates that DGRS experiences smaller price fluctuations and is considered to be less risky than AVSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGRS | AVSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 4.64% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 11.34% | 12.04% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 18.15% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.38% | 22.27% | -1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.61% | 22.27% | +1.34% |
DGRS vs. AVSC - Expense Ratio Comparison
DGRS has a 0.38% expense ratio, which is higher than AVSC's 0.25% expense ratio.
Dividends
DGRS vs. AVSC - Dividend Comparison
DGRS's dividend yield for the trailing twelve months is around 2.03%, more than AVSC's 0.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVSC Avantis US Small Cap Equity ETF | 0.93% | 1.16% | 1.17% | 1.42% | 1.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | 2.03% | 2.68% | 2.15% | 2.36% | 2.88% | 2.19% | 2.32% | 2.39% | 2.64% | 1.90% | 1.82% | 2.55% |
Frequently Asked Questions
With a correlation of 0.94, DGRS and AVSC move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AVSC has higher volatility (4.64%) compared to DGRS (3.95%). In terms of maximum drawdown, DGRS dropped -44.83% vs AVSC's -28.40%.
On 3-year performance, AVSC leads with 19.42% vs 15.78% for DGRS. On fees, AVSC is cheaper at 0.25% per year. On volatility, DGRS has been the lower-risk option at 3.95%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, AVSC has performed better with a 19.42% return vs 15.78%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AVSC is cheaper with a 0.25% expense ratio, compared with 0.38% for DGRS.
DGRS has the higher dividend yield at 2.03%, compared with 0.93% for AVSC.
DGRS tracks WisdomTree U.S. SmallCap Quality Dividend Growth Index, while AVSC tracks Russell 2000 Index. They also come from different issuers: WisdomTree and Avantis. Their fees differ too: 0.38% for DGRS and 0.25% for AVSC.
AVSC currently has the higher Sharpe Ratio (2.45 vs 1.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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