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VGRO vs. DGS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VGRO vs. DGS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Silvant Growth Opportunities ETF (VGRO) and WisdomTree Emerging Markets SmallCap Dividend Fund (DGS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VGRO achieves a -3.29% return, which is significantly lower than DGS's 6.37% return.


VGRO

1D
-1.60%
1M
-4.62%
6M
-2.34%
YTD
-3.29%
1Y
3Y*
5Y*
10Y*
ALL TIME*

DGS

1D
-1.83%
1M
-6.64%
6M
-2.44%
YTD
6.37%
1Y
11.84%
3Y*
10.19%
5Y*
6.43%
10Y*
7.95%
ALL TIME*
4.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$2.70M$2.56M$2.98M
$13.12K$11.58K$24.68K

VGRO vs. DGS - Yearly Performance Comparison


Correlation

The correlation between VGRO and DGS is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 23, 2025

0.69

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Return for Risk

VGRO vs. DGS — Risk / Return Rank

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

VGRO

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


DGS
DGS Risk / Return Rank: 3030
Overall Rank
DGS Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
DGS Sortino Ratio Rank: 2626
Sortino Ratio Rank
DGS Omega Ratio Rank: 2727
Omega Ratio Rank
DGS Calmar Ratio Rank: 3333
Calmar Ratio Rank
DGS Martin Ratio Rank: 3535
Martin Ratio Rank
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.

VGRO vs. DGS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Silvant Growth Opportunities ETF (VGRO) and WisdomTree Emerging Markets SmallCap Dividend Fund (DGS). 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.


VGRODGSDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.13

Calmar ratioReturn relative to maximum drawdown

1.18

Martin ratioReturn relative to average drawdown

3.56

VGRO vs. DGS - Sharpe Ratio Comparison


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Drawdowns

VGRO vs. DGS - Drawdown Comparison

The maximum VGRO drawdown since its inception was -15.49%, smaller than the maximum DGS drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for VGRO and DGS.


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Drawdown Indicators


VGRODGSDifference

Max Drawdown

Largest peak-to-trough decline

-15.49%

-61.83%

+46.34%

Max Drawdown (1Y)

Largest decline over 1 year

-10.06%

Max Drawdown (3Y)

Largest decline over 3 years

-19.31%

Max Drawdown (5Y)

Largest decline over 5 years

-24.86%

Max Drawdown (10Y)

Largest decline over 10 years

-44.08%

Current Drawdown

Current decline from peak

-10.63%

-8.88%

-1.75%

Average Drawdown

Average peak-to-trough decline

-4.79%

-12.51%

+7.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.33%

Volatility

VGRO vs. DGS - Volatility Comparison


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Volatility by Period


VGRODGSDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.43%

Volatility (6M)

Calculated over the trailing 6-month period

15.43%

Volatility (1Y)

Calculated over the trailing 1-year period

19.46%

17.35%

+2.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.46%

15.32%

+4.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.46%

17.34%

+2.12%

VGRO vs. DGS - Expense Ratio Comparison

VGRO has a 0.35% expense ratio, which is lower than DGS's 0.58% expense ratio.


Dividends

VGRO vs. DGS - Dividend Comparison

VGRO has not paid dividends to shareholders, while DGS's dividend yield for the trailing twelve months is around 4.03%.


PositionTTM20252024202320222021202020192018201720162015
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
4.03%3.45%3.36%4.55%5.34%3.98%3.69%3.95%4.24%2.81%3.42%3.28%
VGRO
Virtus Silvant Growth Opportunities ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VGRO and DGS have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VGRO is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VGRO is cheaper with a 0.35% expense ratio, compared with 0.58% for DGS.

DGS has the higher dividend yield at 4.03%, compared with 0.00% for VGRO.

VGRO is categorized as Large Cap Growth Equities, while DGS is Dividend. They also come from different issuers: Virtus and WisdomTree. Their fees differ too: 0.35% for VGRO and 0.58% for DGS.

Portfolio Optimizer

Find the right allocation for VGRO and DGS

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