WisdomTree U.S. SmallCap Quality Dividend… (DGRS) Performance
DGRS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +17.3% since Dec 31, 2025
- 1 year
- +16.6% total return
- 5 years
- +7.1% a year
- 10 years
- +9.3% a year
- Since first price
- +9.0% a year since 2013
DGRS trailing returns vs SPY, QQQ, AGG
| Period | DGRS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.8% | +0.5% | −1.0% | −5.0% | +0.9% |
| 3 months | −3.1% | −3.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.4% | +1.3% | +7.8% | +8.4% | −1.5% |
| YTD | +17.3% | +15.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +16.6% | +14.2% | +14.4% | +15.9% | −1.1% |
| 3 years | +58.5%+16.6%/yr | +47.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +40.8%+7.1%/yr | +23.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +144.2%+9.3%/yr | +90.8% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionJul 25, 2013 | +213.1%+9.0%/yr | +129.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: DGRS vs SPY
From Jul 25, 2013: DGRS grew to $31,311, SPY to $56,240.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DGRS returns by calendar year
8 of 12 full years positive. Best 2016 (+30.8%), worst 2022 (−13.1%). 2026 is year to date.
DGRS annual returns table
| Year | DGRS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +17.3% | −8.9% | +12.3% | +15.1% | −1.0% |
| 2025 | −0.4% | −22.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +10.4% | −9.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +21.2% | −16.2% | +26.2% | +54.9% | +5.7% |
| 2022 | −13.1% | −24.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +23.1% | −9.8% | +28.7% | +27.4% | −1.8% |
| 2020 | +7.9% | −44.8% | +18.3% | +48.6% | +7.5% |
| 2019 | +24.2% | −10.9% | +31.2% | +39.0% | +8.5% |
| 2018 | −10.7% | −23.0% | −4.6% | −0.1% | +0.1% |
| 2017 | +7.5% | −7.8% | +21.7% | +32.7% | +3.6% |
| 2016 | +30.8% | −9.2% | +12.0% | +7.1% | +2.4% |
| 2015 | −7.1% | −14.9% | +1.2% | +9.4% | +0.5% |
| 2014 | +4.5% | −10.8% | +13.5% | +19.2% | +6.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
DGRS largest drawdowns
Now 6.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 16, 2020 | −44.8% | Mar 16, 2020 | Nov 24, 2020 | 2 months | 10 months |
| Nov 25, 2024 | −27.6% | Apr 8, 2025 | Feb 4, 2026 | 4 months | 1.2 years |
| Jan 4, 2022 | −24.1% | Sep 30, 2022 | Dec 14, 2023 | 9 months | 1.9 years |
| Aug 21, 2018 | −23.0% | Dec 24, 2018 | Nov 5, 2019 | 4 months | 1.2 years |
| Jun 23, 2015 | −21.0% | Jan 19, 2016 | Jul 11, 2016 | 7 months | 1.1 years |
| Jul 1, 2014 | −10.8% | Oct 13, 2014 | Nov 12, 2014 | 3 months | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
DGRS risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2013 |
|---|---|---|---|---|
| Annualized return | +13.4% | +7.5% | +8.8% | +8.7% |
| Volatility (annualized) | 19.0% | 20.6% | 20.9% | 19.4% |
| Sharpe ratio | 0.53 | 0.28 | 0.40 | 0.44 |
| Sortino ratio | 0.93 | 0.46 | 0.61 | 0.68 |
| Best month | +12.1% | +13.8% | +16.2% | +16.2% |
| Worst month | −8.4% | −10.8% | −22.3% | −22.3% |
| Best 12 months | +35.1% | +35.1% | +88.2% | +88.2% |
| Worst 12 months | −9.8% | −16.7% | −25.8% | −25.8% |
| Positive months | 56% | 48% | 57% | 59% |
| Beta vs S&P 500 | 0.96 | 0.99 | 1.09 | — |
| Correlation with S&P 500 | 0.63 | 0.75 | 0.80 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
DGRS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 148 | −25.8% | +7.5% | +88.2% | 67% |
| 3-year (a year) | 124 | −6.6% | +8.9% | +21.5% | 94% |
| 5-year (a year) | 100 | −1.3% | +7.9% | +16.0% | 99% |
| 10-year (a year) | 40 | +6.2% | +8.4% | +10.6% | 100% |
Every holding period starting at a month-end since 2013. Returns for 3 years and longer are annualized.
DGRS performance overview
WisdomTree U.S. SmallCap Quality Dividend… (DGRS) returned +16.6% over the past year and +9.3% a year over ten years, with distributions reinvested. Since its first recorded price in 2013 it has returned +9.0% a year, turning $10,000 into about $31,311. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −44.8%, from Jan 16, 2020 to Mar 16, 2020, and it took 8 months to get back to the old high. DGRS finished 8 of its 12 full calendar years with a gain; the best year was 2016 (+30.8%) and the worst 2022 (−13.1%). Volatility has been 19.4% a year.
Related: DGRS chart, DGRS holdings, DGRS dividends, DGRS valuation. See the DGRS overview for the latest quote and fund facts.
DGRS performance FAQ
What is the DGRS return over the past year?
DGRS returned +16.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 14.2%.
What is the average annual return of DGRS?
DGRS has returned +7.1% a year over 5 years, +9.3% a year over 10 years, +9.0% a year since July 25, 2013 (total return, distributions reinvested).
How much would $10,000 invested in DGRS be worth?
$10,000 invested in DGRS at its first recorded close on July 25, 2013 would be worth about $31,311 on October 23, 2026 with distributions reinvested.
What was the worst year for DGRS?
The worst calendar year was 2022, with a total return of −13.1%. The best was 2016 at +30.8%.
What is the biggest drawdown of DGRS?
The largest peak-to-trough decline was −44.8% between January 16, 2020 and March 16, 2020. It recovered to the old high on November 24, 2020, 8 months after the bottom.
How volatile is DGRS?
Over the past 3 years DGRS had an annualized volatility of 19.0% and a Sharpe ratio of 0.53 (excess return over 1–3 month T-bills per unit of risk).