Skip to main content

ETF comparison

DGRW vs RDVY

Both Dividend.

WisdomTree U.S. Quality Dividend Growth Fund · First Trust Rising Dividend Achievers ETF

Holdings overlap

Weighted by ISIN/CUSIP
22.3 %

37 positions appear in both funds. Buying equal dollars of DGRW and RDVY would leave roughly 22.3% of each dollar exposed to the same underlying securities.

DGRW unmatched 77.6% Shared 22.3% RDVY unmatched 77.6%

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
160 positions
Shared
37 positions
In RDVY only
35 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%
RDVY

First Trust Rising Dividend Achievers ETF

First Trust · Dividend

73 composite / 100
Expense ratio
0.47%
Net assets
$24.91B
TTM yield
0.86%
Top-10 conc.
28.6%

Sub-score comparison

72
Cost
53
78
Tax efficiency
79
100
Liquidity
100
63
Concentration
73
—
Tracking quality
—
DGRW sub-score RDVY

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

Cost difference

DGRW is 19 bps cheaper than RDVY. On a $100,000 position that's about $190/yr more in fees for RDVY.

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 RDVY.

Top shared holdings

37 shared in total
# Holding In DGRW In RDVY Overlap
1 ALPHABET INC 2.31% 2.12% 2.12%
2 NVIDIA CORP 7.94% 1.91% 1.91%
3 APPLIED MATERIALS INC 1.71% 4.68% 1.71%
4 META PLATFORMS INC 2.97% 1.50% 1.50%
5 MICROSOFT CORP 5.74% 1.45% 1.45%
6 APPLE INC 3.86% 1.44% 1.44%
7 VISA INC 1.41% 1.82% 1.41%
8 BANK OF AMERICA CORP 0.99% 1.96% 0.99%
9 CHARLES SCHWAB CORP (THE) 0.95% 0.95% 0.95%
10 LAM RESEARCH CORP 0.90% 4.42% 0.90%
11 AMERICAN EXPRESS COMPANY 0.89% 1.82% 0.89%
12 COSTCO WHOLESALE CORP 0.84% 1.73% 0.84%

Only in DGRW

160 total
  • 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%
  • ALPHABET INC 2.31%
  • ABBVIE INC 2.07%
  • CATERPILLAR INC 1.80%
  • EXXONMOBIL HOLDINGS CORP 1.59%

Only in RDVY

35 total
  • GE VERNOVA INC 2.80%
  • BANK OF NEW YORK MELLON CORP (THE) 2.15%
  • ALLSTATE CORP (THE) 2.01%
  • TRAVELERS COMPANIES INC (THE) 2.00%
  • SNAP-ON INC 2.00%
  • CHUBB LTD (SWITZERLAND) 1.97%
  • JP MORGAN CHASE & COMPANY 1.90%
  • SYNCHRONY FINANCIAL 1.83%
  • MICRON TECHNOLOGY INC 1.83%
  • BAKER HUGHES COMPANY 1.77%

Percentages are holdings overlap with the named fund.

Open DGRW or RDVY 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.