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
23.1 %

40 positions appear in both funds. Buying equal dollars of DGRW and RDVY would leave roughly 23.1% of each dollar exposed to the same underlying securities.

DGRW only 76.9% Shared 23.1% RDVY only 76.9%
In DGRW only
158 positions
Shared
40 positions
In RDVY only
34 positions

Side by side

DGRW

WisdomTree U.S. Quality Dividend Growth Fund

WisdomTree · Dividend

78 composite / 100
Expense ratio
0.28%
Net assets
$16.60B
TTM yield
1.26%
Top-10 conc.
37.7%
RDVY

First Trust Rising Dividend Achievers ETF

First Trust · Dividend

74 composite / 100
Expense ratio
0.47%
Net assets
$24.48B
TTM yield
0.84%
Top-10 conc.
25.9%

Sub-score comparison

72
Cost
53
78
Tax efficiency
79
100
Liquidity
100
60
Concentration
77
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

40 shared in total
# Holding In DGRW In RDVY Overlap
1 Alphabet Inc. 2.46% 2.32% 2.32%
2 NVIDIA Corp. 7.50% 2.06% 2.06%
3 Meta Platforms Inc 3.26% 1.67% 1.67%
4 Microsoft Corp. 4.75% 1.58% 1.58%
5 Visa Inc 1.36% 1.73% 1.36%
6 Abbott Laboratories 1.43% 1.11% 1.11%
7 Apple Inc. 5.46% 1.03% 1.03%
8 Costco Wholesale Corporation 0.96% 1.57% 0.96%
9 Bank of America Corp. 0.91% 1.43% 0.91%
10 Applied Materials Inc. 0.88% 3.14% 0.88%
11 American Express Company 0.86% 1.82% 0.86%
12 Johnson & Johnson 2.43% 0.69% 0.69%

Only in DGRW

158 total
  • Exxon Mobil Corp. 3.50%
  • Coca-Cola Co (The) 2.95%
  • Home Depot Inc. 2.83%
  • Oracle Corp. 2.54%
  • Alphabet Inc. 2.44%
  • Broadcom Inc 2.07%
  • UnitedHealth Group Inc. 2.05%
  • T-Mobile US Inc 1.99%
  • McDonald's Corp. 1.95%
  • AbbVie Inc. 1.93%

Only in RDVY

34 total
  • GE Vernova Inc. 2.75%
  • Baker Hughes Company 2.47%
  • The Bank of New York Mellon Corp. 2.18%
  • Chubb Ltd. Switzerland 2.11%
  • PNC Financial Services Group Inc. 2.07%
  • Snap-On Incorporated 2.07%
  • Travelers Companies, Inc. 1.98%
  • The Hartford Insurance Group Inc. 1.95%
  • JPMorgan Chase & Co. 1.95%
  • The Allstate Corporation 1.92%

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.