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ETF comparison

DGRW vs FDL

Both Dividend.

WisdomTree U.S. Quality Dividend Growth Fund · First Trust Morningstar Dividend Leaders Index Fund

Holdings overlap

Weighted by ISIN/CUSIP
2.9 %

6 positions appear in both funds. Buying equal dollars of DGRW and FDL would leave roughly 2.9% of each dollar exposed to the same underlying securities.

DGRW unmatched 97.0% Shared 2.9% FDL unmatched 96.8%

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 DGRW only
191 positions
Shared
6 positions
In FDL only
95 positions

Side by side

DGRW

WisdomTree U.S. Quality Dividend Growth Fund

WisdomTree · Dividend

79 composite / 100
Expense ratio
0.28%
Net assets
$16.85B
TTM yield
1.21%
Top-10 conc.
36.1%
FDL

First Trust Morningstar Dividend Leaders Index Fund

First Trust · Dividend

68 composite / 100
Expense ratio
0.43%
Net assets
$7.54B
TTM yield
3.66%
Top-10 conc.
48.1%

Sub-score comparison

72
Cost
57
78
Tax efficiency
73
100
Liquidity
95
63
Concentration
46
—
Tracking quality
—
DGRW sub-score FDL

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

Cost difference

DGRW is 15 bps cheaper than FDL. On a $100,000 position that's about $150/yr more in fees for FDL.

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 DGRW vs FDL.

Top shared holdings

6 shared in total
# Holding In DGRW In FDL Overlap
1 CHEVRON CORP 1.37% 7.43% 1.37%
2 VERIZON COMMUNICATIONS INC 1.14% 7.17% 1.14%
3 HUNTINGTON BANCSHARES INC 0.27% 0.84% 0.27%
4 ONEMAIN HOLDINGS INC 0.06% 0.35% 0.06%
5 NEXSTAR MEDIA GROUP INC 0.04% 0.13% 0.04%
6 LAMB WESTON HOLDINGS INC 0.04% 0.13% 0.04%

Only in DGRW

191 total
  • NVIDIA CORP 7.94%
  • MICROSOFT CORP 5.74%
  • APPLE INC 3.86%
  • META PLATFORMS INC 2.97%
  • UNITEDHEALTH GROUP INC 2.92%
  • COCA-COLA COMPANY (THE) 2.88%
  • HOME DEPOT INC (THE) 2.81%
  • JOHNSON & JOHNSON 2.34%
  • BROADCOM INC 2.34%
  • ORACLE CORP 2.34%

Only in FDL

95 total
  • PHILIP MORRIS INTERNATIONAL INC 6.06%
  • PFIZER INC 5.91%
  • PEPSICO INC 4.84%
  • ALTRIA GROUP INC 4.64%
  • BRISTOL-MYERS SQUIBB COMPANY 3.43%
  • UNITED PARCEL SERVICE INC 3.15%
  • COMCAST CORP 3.13%
  • SOUTHERN COMPANY (THE) 2.32%
  • BLACKSTONE INC 2.31%
  • MEDTRONIC PLC 2.28%

Percentages are holdings overlap with the named fund.

Open DGRW or FDL 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.