DGRW vs VIS

WisdomTree US Quality Dividend Growth Fund vs Vanguard Industrials ETF

Quick take
  • VIS has the lower expense ratio at 0.09% vs 0.28% for DGRW.
  • DGRW pays a higher dividend yield (1.27%).

Side-by-side metrics

MetricDGRWVIS
Expense ratio
Annual fee. Lower is better.
0.28%0.09%
Dividend yield
Trailing 12-month yield.
1.27%0.86%
AUM
Assets under management — bigger funds are typically more liquid.
$16.60B$9.03B
YTD return
7.95%17.02%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.821.10
P/E ratio
25.7230.41
Last price
$96.47$349.25
Inception
Issuer
WisdomTreeVanguard

DGRW top holdings

Top holdings · DGRW
NVDANVIDIA Corp7.95%
MSFTMicrosoft Corp5.75%
AAPLApple Inc3.87%
METAMeta Platforms Inc Class A2.97%
UNHUnitedHealth Group Inc2.92%
KOCoca-Cola Co2.88%
HDThe Home Depot Inc2.81%
JNJJohnson & Johnson2.34%
AVGOBroadcom Inc2.34%
ORCLOracle Corp2.34%
Sector breakdown · DGRW
Consumer Cyclical8.0%
Basic Materials2.8%
Consumer Defensive6.7%
Technology33.8%
Communication Services11.1%
Financial Services8.4%
Utilities0.2%
Industrials11.8%
Energy4.4%
Healthcare12.8%

VIS top holdings

Top holdings · VIS
CATCaterpillar Inc5.76%
GEGE Aerospace4.78%
GEVGE Vernova Inc3.69%
RTXRTX Corp3.42%
BABoeing Co2.44%
ETNEaton Corp PLC2.20%
HONHoneywell International Inc2.14%
UNPUnion Pacific Corp1.89%
DEDeere & Co1.86%
UBERUber Technologies Inc1.77%
Sector breakdown · VIS
Consumer Cyclical0.9%
Basic Materials0.2%
Technology5.9%
Communication Services0.0%
Financial Services0.2%
Utilities0.1%
Industrials92.6%
Healthcare0.0%

About DGRW

DGRW (WisdomTree US Quality Dividend Growth Fund) is Dividend-paying US large caps with quality and growth screens. Managed by WisdomTree, the fund carries $16.6B in assets under management, an expense ratio of 0.28%, a dividend yield of 1.27%. Its largest holding is NVIDIA Corp (NVDA), which represents 7.9% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 8.0%.

About VIS

VIS (Vanguard Industrials ETF) is US industrials sector stocks. Managed by Vanguard, the fund carries $9.0B in assets under management, an expense ratio of 0.09%, a dividend yield of 0.86%. Its largest holding is Caterpillar Inc (CAT), which represents 5.8% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 0.9%.