ETF comparison
DGRW vs IWD
Dividend vs US Value.
WisdomTree U.S. Quality Dividend Growth Fund · iShares Russell 1000 Value ETF
Holdings overlap
159 positions appear in both funds. Buying equal dollars of DGRW and IWD would leave roughly 35.8% 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
IWD is 10 bps cheaper than DGRW. On a $100,000 position that's about $100/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 IWD.
Top shared holdings
159 shared in total| # | Holding | In DGRW | In IWD | Overlap |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 5.74% | 3.88% | 3.88% |
| 2 | APPLE INC | 3.86% | 5.37% | 3.86% |
| 3 | JOHNSON & JOHNSON | 2.34% | 1.71% | 1.71% |
| 4 | EXXONMOBIL HOLDINGS CORP | 1.59% | 1.59% | 1.59% |
| 5 | CISCO SYSTEMS INC | 1.44% | 1.30% | 1.30% |
| 6 | ABBVIE INC | 2.07% | 1.15% | 1.15% |
| 7 | UNITEDHEALTH GROUP INC | 2.92% | 1.05% | 1.05% |
| 8 | BANK OF AMERICA CORP | 0.99% | 0.98% | 0.98% |
| 9 | PROCTER & GAMBLE COMPANY (THE) | 1.40% | 0.96% | 0.96% |
| 10 | WALMART INC | 0.93% | 1.27% | 0.93% |
| 11 | MERCK & COMPANY INC | 1.18% | 0.89% | 0.89% |
| 12 | CHEVRON CORP | 1.37% | 0.86% | 0.86% |
Only in DGRW
38 total- NVIDIA CORP 7.94%
- BROADCOM INC 2.34%
- ORACLE CORP 2.34%
- ALPHABET INC 2.31%
- ALPHABET INC 2.31%
- CATERPILLAR INC 1.80%
- APPLIED MATERIALS INC 1.71%
- ELI LILLY & COMPANY 1.53%
- VISA INC 1.41%
- CORNING INC 1.23%
Only in IWD
711 total- AMAZON.COM, INC. 5.93%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- THE GOLDMAN SACHS GROUP, INC. 0.82%
- Philip Morris International Inc. 0.79%
- RTX CORPORATION 0.72%
- WELLS FARGO & COMPANY 0.71%
- LINDE PUBLIC LIMITED COMPANY 0.67%
- MORGAN STANLEY 0.66%
Related comparisons
More comparisons with DGRW
- DGRW vs VTV · Vanguard Morningstar Value ETF 35.2%
- DGRW vs FDVV · Fidelity High Dividend ETF 34.9%
- DGRW vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 33.2%
- DGRW vs RDVY · First Trust Rising Dividend Achievers ETF 22.3%
- DGRW vs SDY · State Street SPDR S&P Dividend ETF 20.3%
- DGRW vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 18.2%
More comparisons with IWD
- IWD vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 35.1%
- IWD vs ONEQ · Fidelity Nasdaq Composite Index ETF 32.6%
- IWD vs JQUA · JPMorgan U.S. Quality Factor ETF 32.6%
- IWD vs IUSG · iShares Core S&P U.S. Growth ETF 32.1%
- IWD vs SUSA · iShares ESG Optimized MSCI USA ETF 31.5%
- IWD vs USMV · iShares MSCI USA Min Vol Factor ETF 30.0%
Percentages are holdings overlap with the named fund.
Open DGRW or IWD 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.