QGRW vs VYM

QGRWCWisdomTree U.S. Quality Growth Fund

VYMAVanguard High Dividend Yield ETF

In short

QGRW Most growth funds buy the entire growth half of the market. QGRW ranks the 500 biggest US companies on growth and profitability, equal weight to each, and keeps only the top 100 scorers. Concentrated on purpose.

VYM The no-frills dividend workhorse. VYM buys the higher-yielding end of the US market, roughly 600 names, for four basis points: no quality screen, no dividend-growth-streak test, just yield, at scale since 2006.

Stated mandate

QGRW The fund seeks to track, before fees and expenses, the price and yield performance of the WisdomTree U.S. Quality Growth Index.

VYM The Fund seeks to track a benchmark index measuring the investment return of common stocks from companies characterized by high dividend yields.

Why people hold it

• QGRW The screen is 50/50: growth (analyst earnings forecasts, five-year EBITDA and sales) and quality (three-year average return on equity and assets). Only 100 of 500 make it.wisdomtree.comwisdomtree.com 2
• At 0.28% a year it sits under the typical fund in its US multifactor peer group, cheap for a screen this specific.
• Multi-billion-dollar scale and one of the easier funds in its peer group to trade in size.

• VYM Four basis points a year, against a peer-group median near 0.32%. Cheaper than cohort neighbors VONV (0.06%) and FNDX (0.25%).
• Running since 2006 and now a multi-billion-dollar fund that trades actively, so ordinary orders tend to fill at tight spreads.
• Simple mandate: track the FTSE High Dividend Yield Index of US common stocks screened on yield. No manager discretion, no options overlay, plain 1940-Act fund.vanguard.com
• Pays quarterly, and among 100-plus value and multifactor rivals it stands as one of the strongest overall packages in the group.

Worth knowing

• QGRW Market-cap weighted and non-diversified per its prospectus, so the largest holdings drive returns and one stock's move lands harder than in a broad index.wisdomtree.comwisdomtree.com 2
• A quality-growth screen concentrates in fast-growing large caps; WisdomTree notes the fund tracks its index rather than taking defensive positions in falling markets.wisdomtree.com
• Plain growth index trackers such as IUSG charge far less. Here the fee buys the screen, not broad growth exposure.

• VYM The screen is yield, not payout growth or dividend quality, so a company can qualify simply because its share price fell.
• This is a value slice by design, tilted to established payers, so it behaves differently from a total US market fund.
• Roughly 600 holdings, but weight leans toward the largest payers, so the top of the roster does more of the work than the count suggests.

Full QGRW profile⁠

Full VYM profile⁠