DGRSvsISMDETF Comparison
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) and Inspire Small/Mid Cap Impact ETF (ISMD) belong to the same industry segment: US Multi-Factor. DGRS's top 3 sector exposures are Finance, Industrials and Non-Energy Materials. In contrast, ISMD's top sector exposures are Finance, Industrials and Technology. DGRS is less expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.53% for ISMD. DGRS is up 17.78% year-to-date (YTD) with -$3M in YTD flows. ISMD performs better with 22.38% YTD performance, and +$42M in YTD flows. Run a side-by-side ETF comparison of DGRS and ISMD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
DGRS vs ISMD performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DGRS ISMD | +1.58%+0.15% | -3.27%-4.74% | +17.78%+22.38% | +16.66%+21.16% | +59.02%+70.27% | +41.84%+46.71% |
| Flows | DGRS ISMD | -$2M+$7M | -$888K+$10M | -$3M+$42M | -$14M+$50M | +$17M+$78M | +$105M+$138M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DGRS ISMD | +11.36%+12.78% | +15.11%+16.56% | +19.57%+19.85% | +20.23%+20.80% |
| Max drawdown | DGRS ISMD | -8.95%-9.82% | -8.95%-9.82% | -27.66%-26.77% | -27.66%-26.77% |
| Max drawdown duration | DGRS ISMD | 71d83d | 71d83d | 435d399d | 435d399d |
DGRS | ISMD | |
Last sale 10/27/2026 at 1:30 PM | $57.75 | $47.07 |
| Previous close 10/26/2026 | $57.59 | $46.79 |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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DGRS | ISMD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
DGRS | ISMD | |
|---|---|---|
| Last price | $57.75 | $47.07 |
| 1D performance | +0.28% | +0.60% |
| AuM | $390.13 M | $326.76 M |
| E/R | 0.38% | 0.53% |
DGRS | ISMD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | WisdomTree | Inspire ETFs |
| Benchmark | WisdomTree U.S. SmallCap Quality Dividend Growth Index | Inspire Small/Mid Cap Impact Equal Weight Index |
| N° of holdings | 197 | 498 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 25, 2013 | February 28, 2017 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
