ETF comparison
DGRW vs FVD
Both Dividend.
WisdomTree U.S. Quality Dividend Growth Fund · First Trust Value Line Dividend Index Fund
Holdings overlap
42 positions appear in both funds. Buying equal dollars of DGRW and FVD would leave roughly 11.8% 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
DGRW is 34 bps cheaper than FVD. On a $100,000 position that's about $340/yr more in fees for FVD.
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 FVD.
Top shared holdings
42 shared in total| # | Holding | In DGRW | In FVD | Overlap |
|---|---|---|---|---|
| 1 | INTERNATIONAL BUSINESS MACHINES CORP | 1.59% | 0.43% | 0.43% |
| 2 | MERCK & COMPANY INC | 1.18% | 0.43% | 0.43% |
| 3 | JOHNSON & JOHNSON | 2.34% | 0.43% | 0.43% |
| 4 | ABBVIE INC | 2.07% | 0.43% | 0.43% |
| 5 | SHERWIN-WILLIAMS COMPANY (THE) | 0.54% | 0.42% | 0.42% |
| 6 | HOME DEPOT INC (THE) | 2.81% | 0.42% | 0.42% |
| 7 | UNION PACIFIC CORP | 0.49% | 0.41% | 0.41% |
| 8 | AUTOMATIC DATA PROCESSING INC | 0.71% | 0.41% | 0.41% |
| 9 | MARSH & MCLENNAN COMPANIES INC | 0.65% | 0.41% | 0.41% |
| 10 | ECOLAB INC | 0.41% | 0.40% | 0.40% |
| 11 | CSX CORP | 0.69% | 0.40% | 0.40% |
| 12 | COCA-COLA COMPANY (THE) | 2.88% | 0.40% | 0.40% |
Only in DGRW
155 total- NVIDIA CORP 7.94%
- MICROSOFT CORP 5.74%
- APPLE INC 3.86%
- META PLATFORMS INC 2.97%
- UNITEDHEALTH GROUP INC 2.92%
- BROADCOM INC 2.34%
- ORACLE CORP 2.34%
- ALPHABET INC 2.31%
- ALPHABET INC 2.31%
- CATERPILLAR INC 1.80%
Only in FVD
209 total- REYNOLDS CONSUMER PRODUCTS INC 0.44%
- RLI CORP 0.44%
- SONOCO PRODUCTS COMPANY 0.44%
- BROWN & BROWN INC 0.43%
- LABCORP HOLDINGS INC 0.43%
- COMCAST CORP 0.43%
- ARTHUR J. GALLAGHER & COMPANY 0.43%
- QUEST DIAGNOSTICS INC 0.43%
- KIMBERLY CLARK CORP 0.43%
- MARZETTI COMPANY (THE) 0.43%
Related comparisons
More comparisons with DGRW
- DGRW vs VO · Vanguard Morningstar Mid-Cap ETF 9.8%
- DGRW vs DVY · iShares Select Dividend ETF 8.7%
- DGRW vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 5.5%
- DGRW vs VB · Vanguard Morningstar Small-Cap ETF 4.5%
- DGRW vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 4.3%
- DGRW vs DON · WisdomTree U.S. MidCap Dividend Fund 3.3%
More comparisons with FVD
- FVD vs SCHD · Schwab U.S. Dividend Equity ETF 10.4%
- FVD vs VB · Vanguard Morningstar Small-Cap ETF 8.5%
- FVD vs IJH · iShares Core S&P Mid-Cap ETF 8.2%
- FVD vs PEY · Invesco High Yield Equity Dividend Achievers ETF 8.0%
- FVD vs CGDV · Capital Group Dividend Value ETF 8.0%
- FVD vs RDVY · First Trust Rising Dividend Achievers ETF 7.5%
Percentages are holdings overlap with the named fund.
Open DGRW or FVD 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.