DGRSvsJPSEETF Comparison
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
JPMorgan Diversified Return U.S. Small Cap Equity ETF
WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) and JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) belong to the same industry segment: US Multi-Factor. DGRS's top 3 sector exposures are Finance, Industrials and Consumer Cyclicals. In contrast, JPSE's top sector exposures are Finance, Non-Energy Materials and Technology. DGRS is more expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.29% for JPSE. DGRS is up 18.47% year-to-date (YTD) with +$623K in YTD flows. JPSE performs worse with 17.14% YTD performance, and -$8M in YTD flows. Run a side-by-side ETF comparison of DGRS and JPSE 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 JPSE performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DGRS JPSE | -4.48%-3.13% | +2.42%+1.68% | +18.47%+17.14% | +17.94%+19.63% | +48.45%+51.94% | +47.36%+46.20% |
| Flows | DGRS JPSE | +$6M+$2M | +$6M+$4M | +$623K-$8M | -$26M-$16M | +$30M-$8M | +$116M+$251M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DGRS JPSE | +13.06%+11.63% | +16.00%+14.82% | +19.76%+18.41% | +20.32%+19.95% |
| Max drawdown | DGRS JPSE | -5.60%-4.47% | -9.63%-7.92% | -27.66%-25.36% | -27.66%-25.51% |
| Max drawdown duration | DGRS JPSE | 25d25d | 82d43d | 435d379d | 435d977d |
DGRS | JPSE | |
Last sale 9/11/2026 at 1:30 PM | $58.38 | $58.72 |
| Previous close 09/10/2026 | $58.08 | $58.45 |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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DGRS | JPSE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
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DGRS | JPSE | |
|---|---|---|
| Last price | $58.38 | $58.72 |
| 1D performance | +0.51% | +0.46% |
| AuM | $397.69 M | $584.81 M |
| E/R | 0.38% | 0.29% |
DGRS | JPSE | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | WisdomTree | J.P. Morgan Asset Management |
| Benchmark | WisdomTree U.S. SmallCap Quality Dividend Growth Index | JP Morgan Diversified Factor US Small Cap Equity Index |
| N° of holdings | 197 | 554 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 25, 2013 | November 15, 2016 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
