ETF comparison

DGROvsDTD

Both Dividend.

iShares Core Dividend Growth ETF · WisdomTree U.S. Total Dividend Fund

Holdings overlap

Weighted by ISIN/CUSIP
60.2%

343 positions appear in both funds. Buying equal dollars of DGRO and DTD would leave roughly60.2%of each dollar exposed to the same underlying securities.

DGRO only 39.5%Shared 60.2%DTD only 39.4%
In DGRO only
51 positions
Shared
343 positions
In DTD only
479 positions

Side by side

DGRO

iShares Core Dividend Growth ETF

iShares · Dividend

89composite / 100
Expense ratio
0.080%
Net assets
$43.46B
TTM yield
1.90%
Top-10 conc.
26.5%
DTD

WisdomTree U.S. Total Dividend Fund

WisdomTree · Dividend

73composite / 100
Expense ratio
0.28%
Net assets
$1.66B
TTM yield
1.83%
Top-10 conc.
21.0%

Sub-score comparison

92
Cost
72
77
Tax efficiency
77
100
Liquidity
66
76
Concentration
84
Tracking quality
DGROsub-scoreDTD

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

Cost difference

DGRO is 20 bps cheaper than DTD. On a $100,000 position that's about $200/yr more in fees for DTD.

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 DGRO vs DTD.

Top shared holdings

343 shared in total
#HoldingIn DGROIn DTDOverlap
1MICROSOFT CORP2.91%3.07%2.91%
2JP MORGAN CHASE & COMPANY3.04%2.67%2.67%
3APPLE INC2.93%2.10%2.10%
4BROADCOM INC3.25%1.92%1.92%
5JOHNSON & JOHNSON2.64%1.80%1.80%
6EXXON MOBIL CORP2.90%1.71%1.71%
7ABBVIE INC2.52%1.55%1.55%
8MORGAN STANLEY1.28%1.33%1.28%
9PHILIP MORRIS INTERNATIONAL INC1.94%1.27%1.27%
10MERCK & COMPANY INC1.75%1.23%1.23%
11COCA-COLA COMPANY (THE)1.79%1.17%1.17%
12PROCTER & GAMBLE COMPANY (THE)2.07%1.15%1.15%

Only in DGRO

51 total
  • ACCENTURE PLC0.76%
  • MEDTRONIC PLC0.72%
  • LINDE PLC0.64%
  • MONDELEZ INTERNATIONAL INC0.61%
  • HONEYWELL INTERNATIONAL INC0.61%
  • ELEVANCE HEALTH INC0.45%
  • EATON CORP PLC0.44%
  • AIR PRODUCTS AND CHEMICALS INC0.39%
  • CHUBB LTD (SWITZERLAND)0.32%
  • MICROCHIP TECHNOLOGY INC0.31%

Only in DTD

479 total
  • NVIDIA CORP3.37%
  • META PLATFORMS INC1.46%
  • CHEVRON CORP1.38%
  • ALPHABET INC1.33%
  • ALPHABET INC1.23%
  • TEXAS INSTRUMENTS INC0.98%
  • VERIZON COMMUNICATIONS INC0.96%
  • MICRON TECHNOLOGY INC0.77%
  • AT&T INC0.75%
  • PFIZER INC0.74%

Open DGRO or DTD 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.