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ETF comparison

DGRW vs SPHD

Both Dividend.

WisdomTree U.S. Quality Dividend Growth Fund · Invesco S&P 500 High Dividend Low Volatility ETF

Holdings overlap

Weighted by ISIN/CUSIP
5.5 %

7 positions appear in both funds. Buying equal dollars of DGRW and SPHD would leave roughly 5.5% of each dollar exposed to the same underlying securities.

DGRW unmatched 94.4% Shared 5.5% SPHD unmatched 94.2%

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
190 positions
Shared
7 positions
In SPHD only
43 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
1.20%
Top-10 conc.
36.1%
SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco · Dividend

73 composite / 100
Expense ratio
0.30%
Net assets
$3.17B
TTM yield
4.84%
Top-10 conc.
29.1%

Sub-score comparison

72
Cost
70
78
Tax efficiency
71
100
Liquidity
78
63
Concentration
73
—
Tracking quality
—
DGRW sub-score SPHD

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

Cost difference

DGRW is 2 bps cheaper than SPHD. On a $100,000 position that's about $20/yr more in fees for SPHD.

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 SPHD.

Top shared holdings

7 shared in total
# Holding In DGRW In SPHD Overlap
1 EXXONMOBIL HOLDINGS CORP 1.59% 1.54% 1.54%
2 CHEVRON CORP 1.37% 2.09% 1.37%
3 VERIZON COMMUNICATIONS INC 1.14% 3.47% 1.14%
4 AT&T INC 0.79% 2.01% 0.79%
5 FIFTH THIRD BANCORP 0.30% 1.32% 0.30%
6 HUNTINGTON BANCSHARES INC 0.27% 1.33% 0.27%
7 EOG RESOURCES INC 0.06% 1.98% 0.06%

Only in DGRW

190 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 SPHD

43 total
  • Altria Group, Inc. 3.43%
  • Healthpeak Properties, Inc. 3.22%
  • Kraft Heinz Co. (The) 3.01%
  • Pfizer Inc. 2.98%
  • Franklin Resources, Inc. 2.80%
  • VICI Properties Inc. 2.66%
  • ONEOK, Inc. 2.64%
  • Kimco Realty Corp. 2.44%
  • Realty Income Corp. 2.42%
  • Amcor PLC 2.40%

Percentages are holdings overlap with the named fund.

Open DGRW or SPHD 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.