ETF comparison

CGDVvsDGRW

Both Dividend.

Capital Group Dividend Value ETF · WisdomTree U.S. Quality Dividend Growth Fund

Holdings overlap

Weighted by ISIN/CUSIP
38.1%

23 positions appear in both funds. Buying equal dollars of CGDV and DGRW would leave roughly38.1%of each dollar exposed to the same underlying securities.

CGDV only 61.8%Shared 38.1%DGRW only 61.8%
In CGDV only
30 positions
Shared
23 positions
In DGRW only
174 positions

Side by side

CGDV

Capital Group Dividend Value ETF

Capital Group · Dividend

76composite / 100
Expense ratio
0.33%
Net assets
$38.69B
TTM yield
1.19%
Top-10 conc.
38.7%
DGRW

WisdomTree U.S. Quality Dividend Growth Fund

WisdomTree · Dividend

79composite / 100
Expense ratio
0.28%
Net assets
$17.17B
TTM yield
1.23%
Top-10 conc.
36.1%

Sub-score comparison

67
Cost
72
78
Tax efficiency
78
100
Liquidity
100
59
Concentration
63
Tracking quality
CGDVsub-scoreDGRW

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

DGRW is 5 bps cheaper than CGDV. On a $100,000 position that's about $50/yr more in fees for CGDV.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with CGDV vs DGRW.

Top shared holdings

23 shared in total
#HoldingIn CGDVIn DGRWOverlap
1Microsoft Corp5.81%5.74%5.74%
2NVIDIA Corp5.66%7.94%5.66%
3Meta Platforms Inc3.33%2.97%2.97%
4Apple Inc2.36%3.86%2.36%
5Broadcom Inc5.16%2.34%2.34%
6Alphabet Inc3.59%2.31%2.31%
7UnitedHealth Group Inc2.02%2.92%2.02%
8Applied Materials Inc3.12%1.71%1.71%
9Oracle Corp1.60%2.34%1.60%
10Eli Lilly & Co3.15%1.53%1.53%
11Cisco Systems Inc3.02%1.44%1.44%
12AbbVie Inc1.35%2.07%1.35%

Only in CGDV

30 total
  • Royal Caribbean Cruises Ltd2.83%
  • RTX Corp2.82%
  • British American Tobacco PLC2.66%
  • Carrier Global Corp2.64%
  • Starbucks Corp2.26%
  • Taiwan Semiconductor Manufacturing Co Ltd2.16%
  • Capital Group Central Cash Fund2.02%
  • Wells Fargo & Co1.99%
  • Linde PLC1.95%
  • JPMorgan Chase & Co1.89%

Only in DGRW

174 total
  • COCA-COLA COMPANY (THE)2.88%
  • HOME DEPOT INC (THE)2.81%
  • JOHNSON & JOHNSON2.34%
  • ALPHABET INC2.31%
  • CATERPILLAR INC1.80%
  • INTERNATIONAL BUSINESS MACHINES CORP1.59%
  • T-MOBILE US INC1.47%
  • VISA INC1.41%
  • PROCTER & GAMBLE COMPANY (THE)1.40%
  • CHEVRON CORP1.37%

Open CGDV or DGRW at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.