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ETF comparison

DGRO vs IWP

Dividend vs US Mid Cap.

iShares Core Dividend Growth ETF · iShares Russell Mid-Cap Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
3.7 %

58 positions appear in both funds. Buying equal dollars of DGRO and IWP would leave roughly 3.7% of each dollar exposed to the same underlying securities.

DGRO unmatched 96.0% Shared 3.7% IWP unmatched 96.2%

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.

In DGRO only
332 positions
Shared
58 positions
In IWP only
208 positions

Side by side

DGRO

iShares Core Dividend Growth ETF

iShares · Dividend

88 composite / 100
Expense ratio
0.080%
Net assets
$41.89B
TTM yield
1.88%
Top-10 conc.
27.2%
IWP

iShares Russell Mid-Cap Growth ETF

iShares · US Mid Cap

87 composite / 100
Expense ratio
0.23%
Net assets
$19.35B
TTM yield
0.40%
Top-10 conc.
19.7%

Sub-score comparison

92
Cost
77
77
Tax efficiency
90
100
Liquidity
100
75
Concentration
86
—
Tracking quality
—
DGRO sub-score IWP

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

DGRO is 15 bps cheaper than IWP. On a $100,000 position that's about $150/yr more in fees for IWP.

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 IWP.

Top shared holdings

58 shared in total
# Holding In DGRO In IWP Overlap
1 SYSCO CORP 0.25% 0.52% 0.25%
2 ARES MANAGEMENT CORP 0.25% 0.60% 0.25%
3 FASTENAL COMPANY 0.24% 1.23% 0.24%
4 ZOETIS INC 0.19% 0.65% 0.19%
5 YUM! BRANDS INC 0.18% 0.36% 0.18%
6 MICROCHIP TECHNOLOGY INC 0.17% 1.33% 0.17%
7 DARDEN RESTAURANTS INC 0.15% 0.64% 0.15%
8 ROCKWELL AUTOMATION INC 0.14% 1.25% 0.14%
9 EBAY INC 0.12% 0.30% 0.12%
10 CARDINAL HEALTH INC 0.12% 0.70% 0.12%
11 PHILLIPS 66 0.51% 0.11% 0.11%
12 CENCORA INC 0.11% 1.45% 0.11%

Only in DGRO

332 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 IWP

208 total
  • Datadog, Inc. 2.34%
  • Snowflake, Inc. 2.33%
  • Cloudflare, Inc. 2.12%
  • Teradyne, Inc. 2.07%
  • Astera Labs, Inc. 2.02%
  • Simon Property Group, Inc. 1.96%
  • Robinhood Markets, Inc. 1.75%
  • Lumentum Holdings, Inc. 1.67%
  • Targa Resources Corp. 1.56%
  • Rocket Lab Corp. 1.49%

Percentages are holdings overlap with the named fund.

Open DGRO or IWP 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.