DGRS vs. ESIX

Last updated Aug 6, 2026

DGRS (WisdomTree U.S. SmallCap Quality Dividend Growth Fund) and ESIX (SPDR S&P SmallCap 600 ESG ETF) are both exchange-traded funds - DGRS is a Quality Factor fund tracking the WisdomTree U.S. SmallCap Quality Dividend Growth Index, while ESIX is a Small Cap Blend Equities fund tracking the S&P SmallCap 600 ESG Index. Both are passively managed. Their correlation of 0.93 means they have usually moved in the same direction. DGRS charges 0.38%/yr vs 0.12%/yr for ESIX.

Performance

DGRS vs. ESIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) and SPDR S&P SmallCap 600 ESG ETF (ESIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

DGRS

• 1D: -0.45%
• 1M: 4.14%
• 6M: 11.54%
• YTD: 24.80%
• 1Y: 31.61%
• 3Y*: 14.16%
• 5Y*: 8.66%
• 10Y*: 9.89%
• ALL TIME*: 9.74%

ESIX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	$3.00M	$2.54M	$1.95M

DGRS vs. ESIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	24.80%	-0.43%	10.40%	21.16%	-12.79%
ESIX SPDR S&P SmallCap 600 ESG ETF	10.83%	1.83%	9.66%	17.51%	-13.44%

Correlation

The correlation between DGRS and ESIX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.79
Correlation (3Y) Balances recent behavior with more history.	0.92
Correlation (All Time) Calculated using the full available price history since Jan 11, 2022	0.93

The correlation between DGRS and ESIX shifts across timeframes, from 0.79 (1 year) to 0.93 (all time), reflecting how their relationship changes across market environments.

DGRS vs. ESIX - Sectors Allocation Comparison

Sectors	DGRS	ESIX
Financial Services	25.5%	17.0%
Industrials	19.5%	17.1%
Consumer Cyclical	16.3%	12.2%
Energy	10.0%	5.9%
Technology	9.1%	17.0%
Basic Materials	8.0%	4.9%
Consumer Defensive	6.5%	3.4%
Communication Services	2.0%	3.1%
Real Estate	1.9%	7.0%
Healthcare	1.2%	10.8%
Utilities	0.2%	1.7%

Return for Risk

DGRS vs. ESIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

DGRS

DGRS Risk / Return Rank: 75
DGRS Sharpe Ratio Rank: 72
DGRS Sortino Ratio Rank: 80
DGRS Omega Ratio Rank: 70
DGRS Calmar Ratio Rank: 81
DGRS Martin Ratio Rank: 74

ESIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DGRS vs. ESIX - 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 SPDR S&P SmallCap 600 ESG ETF (ESIX). 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	ESIX	Difference
Sharpe ratio: Return per unit of total volatility	1.87	—	—
Sortino ratio: Return per unit of downside risk	2.89	—	—
Omega ratio: Gain probability vs. loss probability	1.33	—	—
Calmar ratio: Return relative to maximum drawdown	3.28	—	—
Martin ratio: Return relative to average drawdown	10.48	—	—

Drawdowns

Drawdown Indicators

	DGRS	ESIX	Difference
Max Drawdown Largest peak-to-trough decline	-44.83%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-9.68%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-27.57%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-27.57%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-44.83%	—	—
Current Drawdown Current decline from peak	-0.45%	—	—
Average Drawdown Average peak-to-trough decline	-6.65%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.02%	—	—

Volatility

Volatility by Period

	DGRS	ESIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.12%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.66%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	16.99%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.22%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.58%	—	—

DGRS vs. ESIX - Expense Ratio Comparison

DGRS has a 0.38% expense ratio, which is higher than ESIX's 0.12% expense ratio.

Dividends

DGRS vs. ESIX - Dividend Comparison

DGRS's dividend yield for the trailing twelve months is around 1.99%, more than ESIX's 1.05% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	1.99%	2.68%	2.15%	2.36%	2.88%	2.19%	2.32%	2.39%	2.64%	1.90%	1.82%	2.55%
ESIX SPDR S&P SmallCap 600 ESG ETF	1.05%	1.64%	1.65%	1.69%	1.54%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DGRS and ESIX in my portfolio?

DGRS and ESIX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, DGRS or ESIX?

On fees, ESIX is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DGRS or ESIX?

ESIX is cheaper with a 0.12% expense ratio, compared with 0.38% for DGRS.

Which ETF pays a higher dividend yield, DGRS or ESIX?

DGRS has the higher dividend yield at 1.99%, compared with 1.05% for ESIX.

What is the main difference between DGRS and ESIX?

DGRS is categorized as Quality Factor, while ESIX is Small Cap Blend Equities. DGRS tracks WisdomTree U.S. SmallCap Quality Dividend Growth Index, while ESIX tracks S&P SmallCap 600 ESG Index. They also come from different issuers: WisdomTree and State Street. Their fees differ too: 0.38% for DGRS and 0.12% for ESIX.