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ETF comparison

DGRW vs IWM

Dividend vs US Small Cap.

WisdomTree U.S. Quality Dividend Growth Fund · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.1 %

4 positions appear in both funds. Buying equal dollars of DGRW and IWM would leave roughly 0.1% of each dollar exposed to the same underlying securities.

DGRW unmatched 99.8% Shared 0.1% IWM unmatched 99.7%

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
193 positions
Shared
4 positions
In IWM only
2,010 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%
IWM

iShares Russell 2000 ETF

iShares · US Small Cap

90 composite / 100
Expense ratio
0.19%
Net assets
$78.04B
TTM yield
0.99%
Top-10 conc.
3.4%

Sub-score comparison

72
Cost
81
78
Tax efficiency
89
100
Liquidity
100
63
Concentration
100
—
Tracking quality
—
DGRW sub-score IWM

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

Cost difference

IWM is 9 bps cheaper than DGRW. On a $100,000 position that's about $90/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 IWM.

Top shared holdings

4 shared in total
# Holding In DGRW In IWM Overlap
1 OLD NATIONAL BANCORP 0.08% 0.28% 0.08%
2 MERITAGE HOMES CORP 0.05% 0.17% 0.05%
3 FIRSTCASH HOLDINGS INC 0.01% 0.28% 0.01%
4 PIPER SANDLER COMPANIES 0.00% 0.16% 0.00%

Only in DGRW

193 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 IWM

2,010 total
  • Moog, Inc. 0.38%
  • Hut 8 Corp. 0.37%
  • Viasat, Inc. 0.35%
  • BrightSpring Health Services, Inc. 0.35%
  • Cytokinetics, Inc. 0.35%
  • MaxLinear, Inc. 0.34%
  • Argan, Inc. 0.34%
  • UMB Financial Corp. 0.33%
  • JFrog Ltd. 0.31%
  • Riot Platforms, Inc. 0.30%

Percentages are holdings overlap with the named fund.

Open DGRW or IWM 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.