ETF comparison
DGRW vs IVV
Dividend vs US Large Cap.
WisdomTree U.S. Quality Dividend Growth Fund · iShares Core S&P 500 ETF
Holdings overlap
143 positions appear in both funds. Buying equal dollars of DGRW and IVV would leave roughly 52.9% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IVV is 25 bps cheaper than DGRW. On a $100,000 position that's about $250/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 IVV.
Top shared holdings
143 shared in total| # | Holding | In DGRW | In IVV | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA Corp. | 7.50% | 7.56% | 7.50% |
| 2 | Apple Inc. | 5.46% | 6.65% | 5.46% |
| 3 | Microsoft Corp. | 4.75% | 4.91% | 4.75% |
| 4 | Alphabet Inc. | 2.46% | 2.99% | 2.46% |
| 5 | Alphabet Inc. | 2.44% | 2.39% | 2.39% |
| 6 | Meta Platforms Inc | 3.26% | 2.23% | 2.23% |
| 7 | Broadcom Inc | 2.07% | 2.62% | 2.07% |
| 8 | Eli Lilly & Co. | 1.27% | 1.30% | 1.27% |
| 9 | Exxon Mobil Corp. | 3.50% | 1.27% | 1.27% |
| 10 | Johnson & Johnson | 2.43% | 1.05% | 1.05% |
| 11 | Walmart Inc | 1.11% | 0.97% | 0.97% |
| 12 | Visa Inc | 1.36% | 0.91% | 0.91% |
Only in DGRW
55 total- Ferguson Enterprises Inc 0.30%
- First Citizens BancShares Inc (Delaware) 0.19%
- Reliance Inc 0.14%
- Carlisle Companies Inc. 0.12%
- Toll Brothers, Inc. 0.12%
- Wesco International, Inc. 0.11%
- Mueller Industries Inc. 0.10%
- Dick's Sporting Goods, Inc. 0.10%
- AECOM 0.10%
- Stifel Financial Corporation 0.09%
Only in IVV
362 total- Amazon.com, Inc. 3.63%
- Tesla, Inc. 1.87%
- Berkshire Hathaway, Inc. 1.57%
- JPMorgan Chase & Co. 1.42%
- Netflix, Inc. 0.72%
- Micron Technology, Inc. 0.68%
- Palantir Technologies, Inc. 0.60%
- Advanced Micro Devices, Inc. 0.59%
- RTX Corp. 0.46%
- Philip Morris International, Inc. 0.46%
Open DGRW or IVV 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.