ETF comparison
DGRO vs IWM
Dividend vs US Small Cap.
Holdings overlap
39 positions appear in both funds. Buying equal dollars of DGRO and IWM would leave roughly 0.8% 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 11 bps cheaper than IWM. On a $100,000 position that's about $110/yr more in fees for IWM.
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 IWM.
Top shared holdings
39 shared in total| # | Holding | In DGRO | In IWM | Overlap |
|---|---|---|---|---|
| 1 | INSTALLED BUILDING PRODUCTS INC | 0.05% | 0.17% | 0.05% |
| 2 | BLACK HILLS CORP | 0.05% | 0.18% | 0.05% |
| 3 | NEW JERSEY RESOURCES CORP | 0.04% | 0.18% | 0.04% |
| 4 | SPIRE INC (US) | 0.04% | 0.14% | 0.04% |
| 5 | HOME BANCSHARES INC | 0.04% | 0.17% | 0.04% |
| 6 | RADIAN GROUP INC | 0.04% | 0.16% | 0.04% |
| 7 | TXNM ENERGY INC | 0.04% | 0.18% | 0.04% |
| 8 | ONE GAS INC | 0.04% | 0.15% | 0.04% |
| 9 | NORTHWESTERN ENERGY GROUP INC | 0.03% | 0.14% | 0.03% |
| 10 | ESSENT GROUP LTD | 0.03% | 0.18% | 0.03% |
| 11 | KONTOOR BRANDS INC | 0.03% | 0.15% | 0.03% |
| 12 | UMB FINANCIAL CORP | 0.03% | 0.33% | 0.03% |
Only in DGRO
351 total- MICROSOFT CORP 3.24%
- JP MORGAN CHASE & COMPANY 3.16%
- JOHNSON & JOHNSON 3.07%
- ABBVIE INC 2.96%
- EXXONMOBIL HOLDINGS CORP 2.87%
- APPLE INC 2.86%
- BROADCOM INC 2.55%
- PROCTER & GAMBLE COMPANY (THE) 2.17%
- HOME DEPOT INC (THE) 2.14%
- PHILIP MORRIS INTERNATIONAL INC 2.13%
Only in IWM
1,975 total- Hut 8 Corp. 0.37%
- Viasat, Inc. 0.35%
- BrightSpring Health Services, Inc. 0.35%
- Cytokinetics, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- Argan, Inc. 0.34%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
- Krystal Biotech, Inc. 0.30%
- ESCO Technologies, Inc. 0.29%
Related comparisons
More comparisons with DGRO
- DGRO vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7%
- DGRO vs IWN · iShares Russell 2000 Value ETF 0.7%
- DGRO vs IJR · iShares Core S&P Small-Cap ETF 0.5%
- DGRO vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 0.5%
- DGRO vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 0.4%
- DGRO vs CALF · Pacer US Small Cap Cash Cows 100 ETF 0.4%
More comparisons with IWM
Percentages are holdings overlap with the named fund.
Open DGRO or IWM 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.