ETF comparison
DGRO vs IVE
Dividend vs US Value.
iShares Core Dividend Growth ETF · iShares S&P 500 Value ETF
Holdings overlap
209 positions appear in both funds. Buying equal dollars of DGRO and IVE would leave roughly 47.6% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
DGRO is 10 bps cheaper than IVE. On a $100,000 position that's about $100/yr more in fees for IVE.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DGRO vs IVE.
Top shared holdings
209 shared in total| # | Holding | In DGRO | In IVE | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 2.86% | 7.32% | 2.86% |
| 2 | UNITEDHEALTH GROUP INC | 1.76% | 1.30% | 1.30% |
| 3 | BANK OF AMERICA CORP | 1.83% | 1.28% | 1.28% |
| 4 | HOME DEPOT INC (THE) | 2.14% | 1.21% | 1.21% |
| 5 | PROCTER & GAMBLE COMPANY (THE) | 2.17% | 1.18% | 1.18% |
| 6 | MERCK & COMPANY INC | 1.91% | 1.09% | 1.09% |
| 7 | JP MORGAN CHASE & COMPANY | 3.16% | 0.97% | 0.97% |
| 8 | VISA INC | 1.10% | 0.88% | 0.88% |
| 9 | WELLS FARGO & COMPANY | 1.27% | 0.87% | 0.87% |
| 10 | WALMART INC | 0.87% | 1.71% | 0.87% |
| 11 | JOHNSON & JOHNSON | 3.07% | 0.86% | 0.86% |
| 12 | ABBVIE INC | 2.96% | 0.83% | 0.83% |
Only in DGRO
181 total- MICROSOFT CORP 3.24%
- EXXONMOBIL HOLDINGS CORP 2.87%
- BROADCOM INC 2.55%
- ELI LILLY & COMPANY 1.19%
- RTX CORP 1.01%
- CATERPILLAR INC 0.53%
- APPLIED MATERIALS INC 0.37%
- AMPHENOL CORP 0.29%
- LAM RESEARCH CORP 0.25%
- KLA CORP 0.22%
Only in IVE
229 total- AMAZON.COM INC 3.78%
- INTEL CORP 2.27%
- EXXONMOBIL HOLDINGS CORP 1.95%
- TESLA INC 1.55%
- CHEVRON CORP 1.07%
- TEXAS INSTRUMENTS INC 0.93%
- WESTERN DIGITAL CORP 0.76%
- GE AEROSPACE 0.64%
- VERIZON COMMUNICATIONS INC 0.61%
- WALT DISNEY COMPANY (THE) 0.58%
Related comparisons
More comparisons with DGRO
- DGRO vs IUSV · iShares Core S&P U.S. Value ETF 47.5%
- DGRO vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 46.2%
- DGRO vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 44.0%
- DGRO vs FNDX · Schwab Fundamental U.S. Large Company ETF 43.3%
- DGRO vs DFUS · Dimensional U.S. Equity Market ETF 42.9%
- DGRO vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 42.9%
More comparisons with IVE
- IVE vs DFUV · Dimensional US Marketwide Value ETF 47.1%
- IVE vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 46.6%
- IVE vs DFLV · Dimensional US Large Cap Value ETF 45.8%
- IVE vs JAVA · JPMorgan Active Value ETF 40.2%
- IVE vs QQQ · Invesco QQQ Trust 32.0%
- IVE vs AVLV · Avantis US Large Cap Value ETF 27.9%
Percentages are holdings overlap with the named fund.
Open DGRO or IVE 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 methodology and 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.