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ETF comparison

DGRO vs SUSA

Dividend vs US Total Market.

iShares Core Dividend Growth ETF · iShares ESG Optimized MSCI USA ETF

Holdings overlap

Weighted by ISIN/CUSIP
30.8 %

90 positions appear in both funds. Buying equal dollars of DGRO and SUSA would leave roughly 30.8% of each dollar exposed to the same underlying securities.

DGRO unmatched 68.9% Shared 30.8% SUSA unmatched 69.0%

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
300 positions
Shared
90 positions
In SUSA only
103 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%
SUSA

iShares ESG Optimized MSCI USA ETF

iShares · US Total Market

79 composite / 100
Expense ratio
0.25%
Net assets
$4.04B
TTM yield
0.83%
Top-10 conc.
33.2%

Sub-score comparison

92
Cost
75
77
Tax efficiency
89
100
Liquidity
83
75
Concentration
67
—
Tracking quality
—
DGRO sub-score SUSA

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

Cost difference

DGRO is 17 bps cheaper than SUSA. On a $100,000 position that's about $170/yr more in fees for SUSA.

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 SUSA.

Top shared holdings

90 shared in total
# Holding In DGRO In SUSA Overlap
1 MICROSOFT CORP 3.24% 4.86% 3.24%
2 APPLE INC 2.86% 6.67% 2.86%
3 BROADCOM INC 2.55% 2.73% 2.55%
4 ELI LILLY & COMPANY 1.19% 1.41% 1.19%
5 HOME DEPOT INC (THE) 2.14% 1.10% 1.10%
6 VISA INC 1.10% 1.10% 1.10%
7 MORGAN STANLEY 1.03% 1.29% 1.03%
8 CISCO SYSTEMS INC 1.33% 0.81% 0.81%
9 MASTERCARD INC 0.72% 1.00% 0.72%
10 GILEAD SCIENCES INC 0.89% 0.69% 0.69%
11 LOWE'S COMPANIES INC 0.58% 0.57% 0.57%
12 AUTOMATIC DATA PROCESSING INC 0.68% 0.56% 0.56%

Only in DGRO

300 total
  • JP MORGAN CHASE & COMPANY 3.16%
  • JOHNSON & JOHNSON 3.07%
  • ABBVIE INC 2.96%
  • EXXONMOBIL HOLDINGS CORP 2.87%
  • PHILIP MORRIS INTERNATIONAL INC 2.13%
  • BANK OF AMERICA CORP 1.83%
  • UNITEDHEALTH GROUP INC 1.76%
  • PEPSICO INC 1.66%
  • WELLS FARGO & COMPANY 1.27%
  • NEXTERA ENERGY INC 1.15%

Only in SUSA

103 total
  • NVIDIA CORPORATION 7.35%
  • ALPHABET INC. 3.42%
  • ALPHABET INC. 2.59%
  • MICRON TECHNOLOGY, INC. 1.38%
  • TESLA, INC. 1.36%
  • ADVANCED MICRO DEVICES, INC. 1.33%
  • PALO ALTO NETWORKS, INC. 0.95%
  • EQUINIX, INC. 0.71%
  • PRUDENTIAL FINANCIAL, INC. 0.71%
  • INTEL CORPORATION 0.68%

Percentages are holdings overlap with the named fund.

Open DGRO or SUSA 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.