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Is WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) a Strong ETF Right Now?
ZACKS·2025-08-22 11:21

Core Insights - The WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) is designed to provide broad exposure to the small-cap blend market segment and was launched on July 25, 2013 [1] - DGRS has accumulated over $366.14 million in assets, positioning it as an average-sized ETF within its category [5] - The ETF seeks to match the performance of the WisdomTree U.S. SmallCap Quality Dividend Growth Index, which focuses on small-cap dividend-paying stocks with growth characteristics [5] Fund Characteristics - DGRS has an annual operating expense ratio of 0.38%, which is competitive within its peer group [6] - The ETF offers a 12-month trailing dividend yield of 2.57% [6] - The fund's top 10 holdings account for approximately 115.61% of its total assets under management, indicating a concentrated investment strategy [8] Performance Metrics - As of August 22, 2025, DGRS has experienced a year-to-date loss of approximately -2.82% but is up about 1.16% over the past year [9] - The ETF has traded between $40.64 and $56.61 in the last 52 weeks [9] - DGRS has a beta of 1.06 and a standard deviation of 20.94% over the trailing three-year period, categorizing it as a medium-risk investment [10] Alternatives and Market Position - DGRS is positioned as a reasonable option for investors looking to outperform the small-cap blend segment, but there are alternative ETFs available [11] - Notable alternatives include iShares Core Dividend Growth ETF (DGRO) with $33.27 billion in assets and Vanguard Dividend Appreciation ETF (VIG) with $94.44 billion [12] - DGRO has a lower expense ratio of 0.08%, while VIG has an expense ratio of 0.05%, making them potentially more attractive options for cost-conscious investors [12]