ETF comparison
DGRO vs MTUM
Dividend vs Momentum Factor.
iShares Core Dividend Growth ETF · iShares MSCI USA Momentum Factor ETF
Holdings overlap
54 positions appear in both funds. Buying equal dollars of DGRO and MTUM would leave roughly 22.3% 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 7 bps cheaper than MTUM. On a $100,000 position that's about $70/yr more in fees for MTUM.
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 MTUM.
Top shared holdings
54 shared in total| # | Holding | In DGRO | In MTUM | Overlap |
|---|---|---|---|---|
| 1 | JOHNSON & JOHNSON | 3.07% | 3.54% | 3.07% |
| 2 | EXXONMOBIL HOLDINGS CORP | 2.87% | 3.77% | 2.87% |
| 3 | BROADCOM INC | 2.55% | 4.72% | 2.55% |
| 4 | CISCO SYSTEMS INC | 1.33% | 2.55% | 1.33% |
| 5 | GOLDMAN SACHS GROUP INC (THE) | 1.11% | 1.38% | 1.11% |
| 6 | MORGAN STANLEY | 1.03% | 1.08% | 1.03% |
| 7 | CITIGROUP INC | 0.87% | 1.22% | 0.87% |
| 8 | WALMART INC | 0.87% | 2.64% | 0.87% |
| 9 | CONOCOPHILLIPS | 0.89% | 0.82% | 0.82% |
| 10 | CATERPILLAR INC | 0.53% | 3.65% | 0.53% |
| 11 | TJX COMPANIES INC (THE) | 0.45% | 0.66% | 0.45% |
| 12 | PHILLIPS 66 | 0.51% | 0.44% | 0.44% |
Only in DGRO
336 total- MICROSOFT CORP 3.24%
- JP MORGAN CHASE & COMPANY 3.16%
- ABBVIE INC 2.96%
- APPLE INC 2.86%
- PROCTER & GAMBLE COMPANY (THE) 2.17%
- HOME DEPOT INC (THE) 2.14%
- PHILIP MORRIS INTERNATIONAL INC 2.13%
- COCA-COLA COMPANY (THE) 1.96%
- MERCK & COMPANY INC 1.91%
- BANK OF AMERICA CORP 1.83%
Only in MTUM
72 total- MICRON TECHNOLOGY, INC. 5.87%
- ADVANCED MICRO DEVICES, INC. 5.11%
- INTEL CORPORATION 4.06%
- GE VERNOVA INC. 3.07%
- ALPHABET INC. 2.58%
- WESTERN DIGITAL CORPORATION 2.23%
- SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY 2.21%
- ALPHABET INC. 2.02%
- TEXAS INSTRUMENTS INCORPORATED 1.87%
- CHEVRON CORPORATION 1.75%
Related comparisons
More comparisons with DGRO
- DGRO vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 22.1%
- DGRO vs SPMO · Invesco S&P 500 Momentum ETF 22.0%
- DGRO vs SCHD · Schwab U.S. Dividend Equity ETF 20.3%
- DGRO vs IWF · iShares Russell 1000 Growth ETF 20.2%
- DGRO vs QQQ · Invesco QQQ Trust 20.2%
- DGRO vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 20.0%
More comparisons with MTUM
- MTUM vs IWD · iShares Russell 1000 Value ETF 19.2%
- MTUM vs SCHD · Schwab U.S. Dividend Equity ETF 6.9%
- MTUM vs VB · Vanguard Morningstar Small-Cap ETF 4.1%
- MTUM vs IJH · iShares Core S&P Mid-Cap ETF 1.1%
- MTUM vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- MTUM vs IMTM · iShares MSCI Intl Momentum Factor ETF 0.0%
Percentages are holdings overlap with the named fund.
Open DGRO or MTUM 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.