VUSA.AS vs. DGRW

Last updated Apr 2, 2026

Compare and contrast key facts about Vanguard S&P 500 UCITS ETF (VUSA.AS) and WisdomTree U.S. Dividend Growth Fund (DGRW).

VUSA.AS and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VUSA.AS is a passively managed fund by Vanguard that tracks the performance of the S&P 500. It was launched on May 14, 2019. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013. Both VUSA.AS and DGRW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

VUSA.AS vs. DGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Vanguard S&P 500 UCITS ETF (VUSA.AS) and WisdomTree U.S. Dividend Growth Fund (DGRW). The values are adjusted to include any dividend payments, if applicable.

VUSA.AS vs. DGRW - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VUSA.AS Vanguard S&P 500 UCITS ETF	-2.86%	3.90%	33.86%	22.12%	-14.18%	40.36%	7.72%	32.99%	-0.37%	6.68%
DGRW WisdomTree U.S. Dividend Growth Fund	0.30%	-1.14%	24.71%	15.10%	-0.53%	33.77%	4.48%	32.47%	-0.94%	11.30%

Different Trading Currencies

VUSA.AS is traded in EUR, while DGRW is traded in USD. To make them comparable, the DGRW values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, VUSA.AS achieves a -2.86% return, which is significantly lower than DGRW's 0.06% return. Over the past 10 years, VUSA.AS has outperformed DGRW with an annualized return of 13.66%, while DGRW has yielded a comparatively lower 12.88% annualized return.

VUSA.AS

• 1D: 1.64%
• 1M: -3.04%
• YTD: -2.86%
• 6M: 0.02%
• 1Y: 10.01%
• 3Y*: 16.06%
• 5Y*: 12.10%
• 10Y*: 13.66%

DGRW

• 1D: 0.00%
• 1M: -4.38%
• YTD: 0.06%
• 6M: 0.69%
• 1Y: 3.87%
• 3Y*: 11.51%
• 5Y*: 11.22%
• 10Y*: 12.88%

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

VUSA.AS vs. DGRW - Expense Ratio Comparison

VUSA.AS has a 0.07% expense ratio, which is lower than DGRW's 0.28% expense ratio.

DGRW

WisdomTree U.S. Dividend Growth Fund

VUSA.AS

Vanguard S&P 500 UCITS ETF

Return for Risk

VUSA.AS vs. DGRW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VUSA.AS

VUSA.AS Risk / Return Rank: 53
VUSA.AS Sharpe Ratio Rank: 29
VUSA.AS Sortino Ratio Rank: 29
VUSA.AS Omega Ratio Rank: 31
VUSA.AS Calmar Ratio Rank: 90
VUSA.AS Martin Ratio Rank: 86

DGRW

DGRW Risk / Return Rank: 42
DGRW Sharpe Ratio Rank: 38
DGRW Sortino Ratio Rank: 40
DGRW Omega Ratio Rank: 43
DGRW Calmar Ratio Rank: 39
DGRW Martin Ratio Rank: 48

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VUSA.AS vs. DGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 UCITS ETF (VUSA.AS) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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.

	VUSA.AS	DGRW	Difference
Sharpe ratio Return per unit of total volatility	0.58	0.22	+0.36
Sortino ratio Return per unit of downside risk	0.89	0.42	+0.46
Omega ratio Gain probability vs. loss probability	1.13	1.07	+0.07
Calmar ratio Return relative to maximum drawdown	3.06	0.32	+2.74
Martin ratio Return relative to average drawdown	10.55	1.26	+9.29
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VUSA.AS vs. DGRW - Sharpe Ratio Comparison

The current VUSA.AS Sharpe Ratio is 0.58, which is higher than the DGRW Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of VUSA.AS and DGRW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	VUSA.AS	DGRW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.58	0.22	+0.36
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.79	0.79	-0.01
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.84	0.76	+0.08
Sharpe Ratio (All Time) Calculated using the full available price history	0.87	0.79	+0.07

Correlation

The correlation between VUSA.AS and DGRW is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

VUSA.AS vs. DGRW - Dividend Comparison

VUSA.AS's dividend yield for the trailing twelve months is around 0.99%, less than DGRW's 1.43% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
VUSA.AS Vanguard S&P 500 UCITS ETF	0.99%	0.97%	0.99%	1.26%	1.45%	1.02%	1.43%	1.46%	1.74%	1.64%	1.66%	1.76%
DGRW WisdomTree U.S. Dividend Growth Fund	1.43%	1.43%	1.55%	1.74%	2.15%	1.78%	1.93%	2.20%	2.42%	1.71%	2.13%	2.18%

Drawdowns

VUSA.AS vs. DGRW - Drawdown Comparison

The maximum VUSA.AS drawdown since its inception was -33.64%, which is greater than DGRW's maximum drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for VUSA.AS and DGRW.

Drawdown Indicators

	VUSA.AS	DGRW	Difference
Max Drawdown Largest peak-to-trough decline	-33.64%	-32.04%	-1.60%
Max Drawdown (1Y) Largest decline over 1 year	-13.39%	-11.30%	-2.09%
Max Drawdown (5Y) Largest decline over 5 years	-23.24%	-17.27%	-5.97%
Max Drawdown (10Y) Largest decline over 10 years	-33.64%	-32.04%	-1.60%
Current Drawdown Current decline from peak	-5.24%	-5.69%	+0.45%
Average Drawdown Average peak-to-trough decline	-4.11%	-3.04%	-1.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.07%	2.51%	-0.44%

Volatility

VUSA.AS vs. DGRW - Volatility Comparison

Vanguard S&P 500 UCITS ETF (VUSA.AS) and WisdomTree U.S. Dividend Growth Fund (DGRW) have volatilities of 3.69% and 3.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VUSA.AS	DGRW	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.69%	3.71%	-0.02%
Volatility (6M) Calculated over the trailing 6-month period	8.49%	8.12%	+0.37%
Volatility (1Y) Calculated over the trailing 1-year period	17.03%	17.80%	-0.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.14%	14.25%	+0.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.05%	17.02%	-0.97%