ETF comparison
DGRW vs SDY
Both Dividend.
WisdomTree U.S. Quality Dividend Growth Fund · State Street SPDR S&P Dividend ETF
Holdings overlap
45 positions appear in both funds. Buying equal dollars of DGRW and SDY would leave roughly 20.3% 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
DGRW is 7 bps cheaper than SDY. On a $100,000 position that's about $70/yr more in fees for SDY.
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 SDY.
Top shared holdings
45 shared in total| # | Holding | In DGRW | In SDY | Overlap |
|---|---|---|---|---|
| 1 | ABBVIE INC | 2.07% | 1.62% | 1.62% |
| 2 | CHEVRON CORP | 1.37% | 1.27% | 1.27% |
| 3 | INTERNATIONAL BUSINESS MACHINES CORP | 1.59% | 1.27% | 1.27% |
| 4 | COCA-COLA COMPANY (THE) | 2.88% | 1.26% | 1.26% |
| 5 | PROCTER & GAMBLE COMPANY (THE) | 1.40% | 1.25% | 1.25% |
| 6 | VERIZON COMMUNICATIONS INC | 1.14% | 2.14% | 1.14% |
| 7 | JOHNSON & JOHNSON | 2.34% | 0.99% | 0.99% |
| 8 | TEXAS INSTRUMENTS INC | 0.98% | 1.55% | 0.98% |
| 9 | EXXONMOBIL HOLDINGS CORP | 1.59% | 0.93% | 0.93% |
| 10 | MCDONALD'S CORP | 1.57% | 0.89% | 0.89% |
| 11 | QUALCOMM INC | 0.75% | 1.57% | 0.75% |
| 12 | AUTOMATIC DATA PROCESSING INC | 0.71% | 1.54% | 0.71% |
Only in DGRW
152 total- NVIDIA CORP 7.94%
- APPLE INC 3.86%
- META PLATFORMS INC 2.97%
- UNITEDHEALTH GROUP INC 2.92%
- HOME DEPOT INC (THE) 2.81%
- BROADCOM INC 2.34%
- ORACLE CORP 2.34%
- ALPHABET INC 2.31%
- ALPHABET INC 2.31%
- APPLIED MATERIALS INC 1.71%
Only in SDY
110 total- Realty Income Corp 2.14%
- Kenvue Inc 1.75%
- Kimberly-Clark Corp 1.75%
- Target Corp 1.55%
- Edison International 1.45%
- WEC Energy Group Inc 1.41%
- Eversource Energy 1.35%
- Consolidated Edison Inc 1.33%
- PepsiCo Inc 1.33%
- Southern Co/The 1.33%
Related comparisons
More comparisons with DGRW
- DGRW vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 18.2%
- DGRW vs SCHD · Schwab U.S. Dividend Equity ETF 17.7%
- 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%
More comparisons with SDY
- SDY vs IWD · iShares Russell 1000 Value ETF 20.2%
- SDY vs HDV · iShares Core High Dividend ETF 19.9%
- SDY vs FDVV · Fidelity High Dividend ETF 17.8%
- SDY vs DON · WisdomTree U.S. MidCap Dividend Fund 16.2%
- SDY vs PEY · Invesco High Yield Equity Dividend Achievers ETF 15.2%
- SDY vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 14.7%
Percentages are holdings overlap with the named fund.
Open DGRW or SDY 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.