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ETF comparison

DGRW vs IJR

Dividend vs US Small Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
0.2 %

5 positions appear in both funds. Buying equal dollars of DGRW and IJR would leave roughly 0.2% of each dollar exposed to the same underlying securities.

DGRW unmatched 99.8% Shared 0.2% IJR unmatched 97.5%

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
192 positions
Shared
5 positions
In IJR only
598 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%
IJR

iShares Core S&P Small-Cap ETF

iShares · US Small Cap

95 composite / 100
Expense ratio
0.060%
Net assets
$102.56B
TTM yield
1.24%
Top-10 conc.
10.8%

Sub-score comparison

72
Cost
94
78
Tax efficiency
88
100
Liquidity
100
63
Concentration
99
—
Tracking quality
—
DGRW sub-score IJR

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

Cost difference

IJR is 22 bps cheaper than DGRW. On a $100,000 position that's about $220/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 IJR.

Top shared holdings

5 shared in total
# Holding In DGRW In IJR Overlap
1 POOL CORP 0.06% 0.37% 0.06%
2 MERITAGE HOMES CORP 0.05% 0.30% 0.05%
3 LAMB WESTON HOLDINGS INC 0.04% 0.32% 0.04%
4 PAYCOM SOFTWARE INC 0.01% 0.28% 0.01%
5 PIPER SANDLER COMPANIES 0.00% 0.26% 0.00%

Only in DGRW

192 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 IJR

598 total
  • FORMFACTOR INC 0.67%
  • VIASAT INC 0.66%
  • MOLINA HEALTHCARE INC 0.64%
  • ARGAN INC 0.60%
  • BRIGHTSPRING HEALTH SERVICES INC 0.60%
  • ELEMENT SOLUTIONS INC 0.59%
  • MAXLINEAR INC 0.58%
  • KRYSTAL BIOTECH INC 0.53%
  • ESCO TECHNOLOGIES INC 0.49%
  • MATCH GROUP INC 0.48%

Percentages are holdings overlap with the named fund.

Open DGRW or IJR 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.