ETF comparison
DGRO vs IWR
Dividend vs US Mid Cap.
iShares Core Dividend Growth ETF · iShares Russell Mid-Cap ETF
Holdings overlap
238 positions appear in both funds. Buying equal dollars of DGRO and IWR would leave roughly 17.3% 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 IWR. On a $100,000 position that's about $100/yr more in fees for IWR.
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 IWR.
Top shared holdings
238 shared in total| # | Holding | In DGRO | In IWR | Overlap |
|---|---|---|---|---|
| 1 | PHILLIPS 66 | 0.51% | 0.49% | 0.49% |
| 2 | FIFTH THIRD BANCORP | 0.34% | 0.37% | 0.34% |
| 3 | XCEL ENERGY INC | 0.32% | 0.36% | 0.32% |
| 4 | ALLSTATE CORP (THE) | 0.30% | 0.44% | 0.30% |
| 5 | CONSOLIDATED EDISON INC | 0.29% | 0.29% | 0.29% |
| 6 | PUBLIC SERVICE ENTERPRISE GROUP INC | 0.28% | 0.29% | 0.28% |
| 7 | BECTON DICKINSON & COMPANY | 0.27% | 0.31% | 0.27% |
| 8 | KEURIG DR PEPPER INC | 0.27% | 0.31% | 0.27% |
| 9 | WEC ENERGY GROUP INC | 0.26% | 0.27% | 0.26% |
| 10 | ENTERGY CORP | 0.25% | 0.38% | 0.25% |
| 11 | SYSCO CORP | 0.25% | 0.29% | 0.25% |
| 12 | FASTENAL COMPANY | 0.24% | 0.40% | 0.24% |
Only in DGRO
152 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 IWR
586 total- Datadog, Inc. 0.62%
- Snowflake, Inc. 0.61%
- Royal Caribbean Cruises Ltd. 0.58%
- Cloudflare, Inc. 0.56%
- Robinhood Markets, Inc. 0.56%
- Teradyne, Inc. 0.55%
- Marathon Petroleum Corp. 0.54%
- Astera Labs, Inc. 0.53%
- Simon Property Group, Inc. 0.52%
- United Rentals, Inc. 0.51%
Related comparisons
More comparisons with DGRO
- DGRO vs FBCG · Fidelity Blue Chip Growth ETF 17.3%
- DGRO vs VUG · Vanguard Morningstar Growth ETF 17.0%
- DGRO vs VO · Vanguard Morningstar Mid-Cap ETF 16.2%
- DGRO vs CGGR · Capital Group Growth ETF 16.2%
- DGRO vs IWS · iShares Russell Mid-Cap Value ETF 16.2%
- DGRO vs MGK · Vanguard Morningstar Mega Cap Growth ETF 14.5%
More comparisons with IWR
- IWR vs IJK · iShares S&P Mid-Cap 400 Growth ETF 15.9%
- IWR vs IJJ · iShares S&P Mid-Cap 400 Value ETF 14.7%
- IWR vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 13.9%
- IWR vs VOO · Vanguard S&P 500 ETF 13.3%
- IWR vs SPYM · State Street SPDR Portfolio S&P 500 ETF 13.3%
- IWR vs IVV · iShares Core S&P 500 ETF 13.3%
Percentages are holdings overlap with the named fund.
Open DGRO or IWR 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.