ETF comparison
DGRO vs IWD
Dividend vs US Value.
iShares Core Dividend Growth ETF · iShares Russell 1000 Value ETF
Holdings overlap
313 positions appear in both funds. Buying equal dollars of DGRO and IWD would leave roughly 50.7% 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 IWD. On a $100,000 position that's about $100/yr more in fees for IWD.
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 IWD.
Top shared holdings
313 shared in total| # | Holding | In DGRO | In IWD | Overlap |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 3.24% | 3.88% | 3.24% |
| 2 | APPLE INC | 2.86% | 5.37% | 2.86% |
| 3 | JP MORGAN CHASE & COMPANY | 3.16% | 2.45% | 2.45% |
| 4 | JOHNSON & JOHNSON | 3.07% | 1.71% | 1.71% |
| 5 | CISCO SYSTEMS INC | 1.33% | 1.30% | 1.30% |
| 6 | ABBVIE INC | 2.96% | 1.15% | 1.15% |
| 7 | UNITEDHEALTH GROUP INC | 1.76% | 1.05% | 1.05% |
| 8 | BANK OF AMERICA CORP | 1.83% | 0.98% | 0.98% |
| 9 | PROCTER & GAMBLE COMPANY (THE) | 2.17% | 0.96% | 0.96% |
| 10 | MERCK & COMPANY INC | 1.91% | 0.89% | 0.89% |
| 11 | WALMART INC | 0.87% | 1.27% | 0.87% |
| 12 | GOLDMAN SACHS GROUP INC (THE) | 1.11% | 0.82% | 0.82% |
Only in DGRO
77 total- EXXONMOBIL HOLDINGS CORP 2.87%
- BROADCOM INC 2.55%
- ELI LILLY & COMPANY 1.19%
- VISA INC 1.10%
- MASTERCARD INC 0.72%
- LOCKHEED MARTIN CORP 0.65%
- CATERPILLAR INC 0.53%
- ORACLE CORP 0.45%
- APPLIED MATERIALS INC 0.37%
- AMPHENOL CORP 0.29%
Only in IWD
557 total- AMAZON.COM, INC. 5.93%
- BERKSHIRE HATHAWAY INC. 2.61%
- INTEL CORPORATION 1.72%
- EXXON MOBIL CORPORATION 1.59%
- CHEVRON CORPORATION 0.86%
- META PLATFORMS, INC. 0.63%
- VERIZON COMMUNICATIONS INC. 0.50%
- THE WALT DISNEY COMPANY 0.48%
- WELLTOWER INC. 0.45%
- AT&T INC. 0.39%
Related comparisons
More comparisons with DGRO
- DGRO vs MGV · Vanguard Morningstar Mega Cap Value ETF 50.5%
- DGRO vs SCHV · Schwab U.S. Large-Cap Value ETF 48.7%
- DGRO vs PRF · Invesco RAFI US 1000 ETF 47.7%
- DGRO vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 47.7%
- DGRO vs IVE · iShares S&P 500 Value ETF 47.6%
- DGRO vs IUSV · iShares Core S&P U.S. Value ETF 47.5%
More comparisons with IWD
- IWD vs ESGV · Vanguard ESG U.S. Stock ETF 50.4%
- IWD vs MGC · Vanguard Morningstar Mega Cap ETF 49.8%
- IWD vs DFLV · Dimensional US Large Cap Value ETF 49.6%
- IWD vs MGV · Vanguard Morningstar Mega Cap Value ETF 49.0%
- IWD vs ESGU · iShares ESG Aware MSCI USA ETF 48.9%
- IWD vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 48.5%
Percentages are holdings overlap with the named fund.
Open DGRO or IWD 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.