Skip to main content

ETF comparison

DGRW vs IJH

Dividend vs US Mid Cap.

WisdomTree U.S. Quality Dividend Growth Fund · iShares Core S&P Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
2.5 %

44 positions appear in both funds. Buying equal dollars of DGRW and IJH would leave roughly 2.5% of each dollar exposed to the same underlying securities.

DGRW unmatched 97.4% Shared 2.5% IJH unmatched 97.3%

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
153 positions
Shared
44 positions
In IJH only
356 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
1.20%
Top-10 conc.
36.1%
IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

95 composite / 100
Expense ratio
0.050%
Net assets
$120.93B
TTM yield
1.24%
Top-10 conc.
10.9%

Sub-score comparison

72
Cost
95
78
Tax efficiency
88
100
Liquidity
100
63
Concentration
99
—
Tracking quality
—
DGRW sub-score IJH

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

Cost difference

IJH is 23 bps cheaper than DGRW. On a $100,000 position that's about $230/yr more in fees for DGRW.

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 IJH.

Top shared holdings

44 shared in total
# Holding In DGRW In IJH Overlap
1 RELIANCE INC 0.15% 0.52% 0.15%
2 WESCO INTERNATIONAL INC 0.13% 0.46% 0.13%
3 TOLL BROTHERS INC 0.13% 0.43% 0.13%
4 CARLISLE COMPANIES INC 0.12% 0.40% 0.12%
5 ARAMARK 0.12% 0.41% 0.12%
6 DICKS SPORTING GOODS INC 0.11% 0.41% 0.11%
7 MUELLER INDUSTRIES INC 0.11% 0.37% 0.11%
8 STIFEL FINANCIAL CORP 0.09% 0.29% 0.09%
9 SEI INVESTMENTS COMPANY 0.09% 0.22% 0.09%
10 DONALDSON COMPANY INC 0.09% 0.29% 0.09%
11 RYDER SYSTEM INC 0.08% 0.28% 0.08%
12 OLD NATIONAL BANCORP 0.08% 0.25% 0.08%

Only in DGRW

153 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 IJH

356 total
  • TWILIO INC 0.86%
  • CARPENTER TECHNOLOGY CORP 0.84%
  • MKS INC 0.83%
  • CURTISS-WRIGHT CORP 0.77%
  • NVENT ELECTRIC PLC 0.75%
  • ENTEGRIS INC 0.75%
  • ATI INC 0.74%
  • ILLUMINA INC 0.73%
  • TECHNIPFMC PLC 0.73%
  • STERLING INFRASTRUCTURE INC 0.71%

Percentages are holdings overlap with the named fund.

Open DGRW or IJH 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.