DGRW vs VO

WisdomTree US Quality Dividend Growth Fund vs Vanguard Mid-Cap ETF

Quick take
  • VO has the lower expense ratio at 0.03% vs 0.28% for DGRW.
  • VO pays a higher dividend yield (1.40%).

Side-by-side metrics

MetricDGRWVO
Expense ratio
Annual fee. Lower is better.
0.28%0.03%
Dividend yield
Trailing 12-month yield.
1.32%1.40%
AUM
Assets under management — bigger funds are typically more liquid.
$16.44B$213.76B
YTD return
6.84%8.19%
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.
0.851.02
P/E ratio
25.8624.56
Last price
$94.84$77.39
Inception
Issuer
WisdomTreeVanguard

DGRW top holdings

Top holdings · DGRW
NVDANVIDIA Corp8.03%
AAPLApple Inc5.47%
MSFTMicrosoft Corp4.89%
METAMeta Platforms Inc Class A3.26%
GOOGLAlphabet Inc Class A3.08%
GOOGAlphabet Inc Class C3.04%
XOMExxon Mobil Corp2.98%
KOCoca-Cola Co2.85%
HDThe Home Depot Inc2.65%
UNHUnitedHealth Group Inc2.63%
Sector breakdown · DGRW
Consumer Cyclical7.9%
Basic Materials3.3%
Consumer Defensive6.9%
Technology30.9%
Communication Services13.6%
Financial Services8.9%
Utilities0.2%
Industrials10.0%
Energy5.3%
Healthcare13.0%

VO top holdings

Top holdings · VO
VRTVertiv Holdings Co Class A1.02%
HWMHowmet Aerospace Inc1.00%
WDCWestern Digital Corp1.00%
CEGConstellation Energy Corp0.93%
STXSeagate Technology Holdings PLC0.93%
PWRQuanta Services Inc0.89%
SLBSLB Ltd0.84%
CMICummins Inc0.81%
VLOValero Energy Corp0.80%
PSXPhillips 660.79%
Sector breakdown · VO
Real Estate5.4%
Consumer Cyclical9.5%
Basic Materials4.1%
Consumer Defensive5.2%
Technology16.6%
Communication Services3.1%
Financial Services12.5%
Utilities8.9%
Industrials17.6%
Energy8.8%
Healthcare8.3%

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 $16.4B in assets under management, an expense ratio of 0.28%, a dividend yield of 1.32%. Its largest holding is NVIDIA Corp (NVDA), which represents 8.0% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 7.9%.

About VO

VO (Vanguard Mid-Cap ETF) is US mid-cap stocks across sectors. Managed by Vanguard, the fund carries $213.8B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.40%. Its largest holding is Vertiv Holdings Co Class A (VRT), which represents 1.0% of the portfolio. Real Estate is the fund's largest sector exposure at 5.4%.