ETF comparison
DGRO vs IWX
Dividend vs US Value.
iShares Core Dividend Growth ETF · iShares Russell Top 200 Value ETF
Holdings overlap
91 positions appear in both funds. Buying equal dollars of DGRO and IWX would leave roughly 51.3% 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 12 bps cheaper than IWX. On a $100,000 position that's about $120/yr more in fees for IWX.
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 IWX.
Top shared holdings
91 shared in total| # | Holding | In DGRO | In IWX | Overlap |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 3.24% | 5.44% | 3.24% |
| 2 | JP MORGAN CHASE & COMPANY | 3.16% | 3.44% | 3.16% |
| 3 | APPLE INC | 2.86% | 7.53% | 2.86% |
| 4 | JOHNSON & JOHNSON | 3.07% | 2.40% | 2.40% |
| 5 | ABBVIE INC | 2.96% | 1.61% | 1.61% |
| 6 | UNITEDHEALTH GROUP INC | 1.76% | 1.47% | 1.47% |
| 7 | BANK OF AMERICA CORP | 1.83% | 1.38% | 1.38% |
| 8 | PROCTER & GAMBLE COMPANY (THE) | 2.17% | 1.34% | 1.34% |
| 9 | CISCO SYSTEMS INC | 1.33% | 1.82% | 1.33% |
| 10 | MERCK & COMPANY INC | 1.91% | 1.25% | 1.25% |
| 11 | GOLDMAN SACHS GROUP INC (THE) | 1.11% | 1.14% | 1.11% |
| 12 | PHILIP MORRIS INTERNATIONAL INC | 2.13% | 1.11% | 1.11% |
Only in DGRO
299 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%
- PHILLIPS 66 0.51%
- ORACLE CORP 0.45%
- APPLIED MATERIALS INC 0.37%
Only in IWX
60 total- AMAZON.COM INC 8.32%
- BERKSHIRE HATHAWAY INC 3.66%
- INTEL CORP 2.40%
- EXXONMOBIL HOLDINGS CORP 2.23%
- CHEVRON CORP 1.21%
- META PLATFORMS INC 0.88%
- VERIZON COMMUNICATIONS INC 0.70%
- WALT DISNEY COMPANY (THE) 0.67%
- WELLTOWER INC 0.63%
- AT&T INC 0.55%
Related comparisons
More comparisons with DGRO
- DGRO vs IWD · iShares Russell 1000 Value ETF 50.7%
- 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%
More comparisons with IWX
- IWX vs PRF · Invesco RAFI US 1000 ETF 51.2%
- IWX vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 50.0%
- IWX vs SPYM · State Street SPDR Portfolio S&P 500 ETF 48.5%
- IWX vs IVV · iShares Core S&P 500 ETF 48.4%
- IWX vs VOO · Vanguard S&P 500 ETF 48.3%
- IWX vs JAVA · JPMorgan Active Value ETF 47.9%
Percentages are holdings overlap with the named fund.
Open DGRO or IWX 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.