ETF comparison
DGRW vs SCHD
Both Dividend.
WisdomTree U.S. Quality Dividend Growth Fund · Schwab U.S. Dividend Equity ETF
Holdings overlap
23 positions appear in both funds. Buying equal dollars of DGRW and SCHD would leave roughly 17.7% 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
SCHD is 22 bps cheaper than DGRW. On a $100,000 position that's about $220/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 SCHD.
Top shared holdings
23 shared in total| # | Holding | In DGRW | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | 2.92% | 5.09% | 2.92% |
| 2 | COCA-COLA COMPANY (THE) | 2.88% | 3.96% | 2.88% |
| 3 | HOME DEPOT INC (THE) | 2.81% | 3.36% | 2.81% |
| 4 | PROCTER & GAMBLE COMPANY (THE) | 1.40% | 3.55% | 1.40% |
| 5 | CHEVRON CORP | 1.37% | 3.83% | 1.37% |
| 6 | MERCK & COMPANY INC | 1.18% | 3.86% | 1.18% |
| 7 | VERIZON COMMUNICATIONS INC | 1.14% | 3.65% | 1.14% |
| 8 | TEXAS INSTRUMENTS INC | 0.98% | 5.90% | 0.98% |
| 9 | QUALCOMM INC | 0.75% | 6.74% | 0.75% |
| 10 | AUTOMATIC DATA PROCESSING INC | 0.71% | 2.25% | 0.71% |
| 11 | FORD MOTOR CO | 0.44% | 1.72% | 0.44% |
| 12 | FIFTH THIRD BANCORP | 0.30% | 1.13% | 0.30% |
Only in DGRW
174 total- NVIDIA CORP 7.94%
- MICROSOFT CORP 5.74%
- APPLE INC 3.86%
- META PLATFORMS INC 2.97%
- JOHNSON & JOHNSON 2.34%
- BROADCOM INC 2.34%
- ORACLE CORP 2.34%
- ALPHABET INC 2.31%
- ALPHABET INC 2.31%
- ABBVIE INC 2.07%
Only in SCHD
76 total- Amgen Inc 3.47%
- PepsiCo Inc 3.44%
- Abbott Laboratories 2.96%
- Altria Group Inc 2.94%
- Bristol-Myers Squibb Co 2.93%
- Accenture PLC 2.90%
- Lockheed Martin Corp 2.70%
- Comcast Corp 2.25%
- Blackstone Inc 2.20%
- SLB Ltd 2.05%
Related comparisons
More comparisons with DGRW
- DGRW vs HDV · iShares Core High Dividend ETF 15.7%
- DGRW vs FVD · First Trust Value Line Dividend Index Fund 11.8%
- DGRW vs VO · Vanguard Morningstar Mid-Cap ETF 9.8%
- DGRW vs DVY · iShares Select Dividend ETF 8.7%
- DGRW vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 5.5%
- DGRW vs VB · Vanguard Morningstar Small-Cap ETF 4.5%
More comparisons with SCHD
- SCHD vs VTV · Vanguard Morningstar Value ETF 17.1%
- SCHD vs PEY · Invesco High Yield Equity Dividend Achievers ETF 16.4%
- SCHD vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 16.3%
- SCHD vs DUHP · DFA U.S. High Relative Profitability Portfolio – ETF Class Shares 16.2%
- SCHD vs FDVV · Fidelity High Dividend ETF 16.1%
- SCHD vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 16.0%
Percentages are holdings overlap with the named fund.
Open DGRW or SCHD 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.