ETF comparison
DGRO vs USMV
Dividend vs Low Volatility Factor.
iShares Core Dividend Growth ETF · iShares MSCI USA Min Vol Factor ETF
Holdings overlap
85 positions appear in both funds. Buying equal dollars of DGRO and USMV would leave roughly 36.5% 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 USMV. On a $100,000 position that's about $70/yr more in fees for USMV.
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 USMV.
Top shared holdings
85 shared in total| # | Holding | In DGRO | In USMV | Overlap |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 3.24% | 1.62% | 1.62% |
| 2 | JOHNSON & JOHNSON | 3.07% | 1.54% | 1.54% |
| 3 | EXXONMOBIL HOLDINGS CORP | 2.87% | 1.39% | 1.39% |
| 4 | MERCK & COMPANY INC | 1.91% | 1.35% | 1.35% |
| 5 | CISCO SYSTEMS INC | 1.33% | 1.46% | 1.33% |
| 6 | COCA-COLA COMPANY (THE) | 1.96% | 1.28% | 1.28% |
| 7 | MCDONALD'S CORP | 1.11% | 1.10% | 1.10% |
| 8 | PROCTER & GAMBLE COMPANY (THE) | 2.17% | 1.04% | 1.04% |
| 9 | INTERNATIONAL BUSINESS MACHINES CORP | 1.08% | 1.03% | 1.03% |
| 10 | BROADCOM INC | 2.55% | 1.02% | 1.02% |
| 11 | VISA INC | 1.10% | 1.00% | 1.00% |
| 12 | APPLE INC | 2.86% | 0.90% | 0.90% |
Only in DGRO
305 total- JP MORGAN CHASE & COMPANY 3.16%
- BANK OF AMERICA CORP 1.83%
- WELLS FARGO & COMPANY 1.27%
- GOLDMAN SACHS GROUP INC (THE) 1.11%
- MORGAN STANLEY 1.03%
- CONOCOPHILLIPS 0.89%
- CITIGROUP INC 0.87%
- UNION PACIFIC CORP 0.77%
- BLACKROCK INC 0.75%
- PNC FINANCIAL SERVICES GROUP INC (THE) 0.65%
Only in USMV
80 total- WELLTOWER INC. 1.57%
- BERKSHIRE HATHAWAY INC. 1.47%
- VERTEX PHARMACEUTICALS INCORPORATED 1.46%
- VERIZON COMMUNICATIONS INC. 1.40%
- NVIDIA CORPORATION 1.32%
- WASTE CONNECTIONS, INC. 1.25%
- NEWMONT CORPORATION 1.21%
- CBOE GLOBAL MARKETS, INC. 0.99%
- T-MOBILE US, INC. 0.99%
- PALO ALTO NETWORKS, INC. 0.95%
Related comparisons
More comparisons with DGRO
- DGRO vs JQUA · JPMorgan U.S. Quality Factor ETF 36.4%
- DGRO vs OEF · iShares S&P 100 ETF 36.3%
- DGRO vs LRGF · iShares U.S. Equity Factor ETF 36.2%
- DGRO vs FDVV · Fidelity High Dividend ETF 35.3%
- DGRO vs DYNF · iShares U.S. Equity Factor Rotation Active ETF 35.2%
- DGRO vs ESGV · Vanguard ESG U.S. Stock ETF 34.5%
More comparisons with USMV
- USMV vs SPY · State Street SPDR S&P 500 ETF Trust 34.5%
- USMV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 34.0%
- USMV vs IVV · iShares Core S&P 500 ETF 34.0%
- USMV vs VOO · Vanguard S&P 500 ETF 34.0%
- USMV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 33.5%
- USMV vs SPLV · Invesco S&P 500 Low Volatility ETF 33.0%
Percentages are holdings overlap with the named fund.
Open DGRO or USMV 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.