ETF comparison

DGRO vs VLUE

Dividend vs Value Factor.

iShares Core Dividend Growth ETF · iShares MSCI USA Value Factor ETF

Holdings overlap

Weighted by ISIN/CUSIP
16.6 %

51 positions appear in both funds. Buying equal dollars of DGRO and VLUE would leave roughly 16.6% of each dollar exposed to the same underlying securities.

DGRO only 83.1% Shared 16.6% VLUE only 83.1%
In DGRO only
343 positions
Shared
51 positions
In VLUE only
97 positions

Side by side

DGRO

iShares Core Dividend Growth ETF

iShares · Dividend

89 composite / 100
Expense ratio
0.080%
Net assets
$41.23B
TTM yield
1.93%
Top-10 conc.
26.5%
VLUE

iShares MSCI USA Value Factor ETF

iShares · Value Factor

84 composite / 100
Expense ratio
0.15%
Net assets
$10.58B
TTM yield
1.46%
Top-10 conc.
43.5%

Sub-score comparison

92
Cost
85
77
Tax efficiency
85
100
Liquidity
100
76
Concentration
52
Tracking quality
DGRO sub-score VLUE

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

Cost difference

DGRO is 7 bps cheaper than VLUE. On a $100,000 position that's about $70/yr more in fees for VLUE.

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 VLUE.

Top shared holdings

51 shared in total
# Holding In DGRO In VLUE Overlap
1 BANK OF AMERICA CORP 1.83% 1.88% 1.83%
2 CISCO SYSTEMS INC 1.73% 4.96% 1.73%
3 MERCK & COMPANY INC 1.75% 1.57% 1.57%
4 CITIGROUP INC 1.12% 1.94% 1.12%
5 WELLS FARGO & COMPANY 1.29% 1.11% 1.11%
6 QUALCOMM INC 1.10% 1.80% 1.10%
7 ACCENTURE PLC 0.76% 0.65% 0.65%
8 EOG RESOURCES INC 0.53% 0.66% 0.53%
9 PNC FINANCIAL SERVICES GROUP INC (THE) 0.66% 0.45% 0.45%
10 ELEVANCE HEALTH INC 0.45% 0.63% 0.45%
11 CIGNA GROUP (THE) 0.38% 0.84% 0.38%
12 APPLIED MATERIALS INC 0.38% 3.66% 0.38%

Only in DGRO

343 total
  • BROADCOM INC 3.25%
  • JP MORGAN CHASE & COMPANY 3.04%
  • APPLE INC 2.93%
  • MICROSOFT CORP 2.91%
  • EXXON MOBIL CORP 2.90%
  • JOHNSON & JOHNSON 2.64%
  • ABBVIE INC 2.52%
  • UNITEDHEALTH GROUP INC 2.31%
  • PROCTER & GAMBLE COMPANY (THE) 2.07%
  • PHILIP MORRIS INTERNATIONAL INC 1.94%

Only in VLUE

97 total
  • MICRON TECHNOLOGY, INC. 11.60%
  • INTEL CORPORATION 9.26%
  • GENERAL MOTORS COMPANY 3.15%
  • VERIZON COMMUNICATIONS INC. 2.66%
  • AT&T INC. 2.53%
  • WESTERN DIGITAL CORPORATION 1.88%
  • COMCAST CORPORATION 1.50%
  • FORD MOTOR COMPANY 1.50%
  • PFIZER INC. 1.49%
  • HEWLETT PACKARD ENTERPRISE COMPANY 1.30%

Open DGRO or VLUE 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.