ETF comparison
DGRW vs SPY
Dividend vs US Large Cap.
WisdomTree U.S. Quality Dividend Growth Fund · State Street SPDR S&P 500 ETF Trust
Holdings overlap
141 positions appear in both funds. Buying equal dollars of DGRW and SPY would leave roughly 49.9% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SPY is 19 bps cheaper than DGRW. On a $100,000 position that's about $186/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 SPY.
Top shared holdings
141 shared in total| # | Holding | In DGRW | In SPY | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA Corp. | 7.50% | 7.44% | 7.44% |
| 2 | Apple Inc. | 5.46% | 6.72% | 5.46% |
| 3 | Microsoft Corp. | 4.75% | 4.44% | 4.44% |
| 4 | Alphabet Inc. | 2.46% | 3.29% | 2.46% |
| 5 | Alphabet Inc. | 2.44% | 2.63% | 2.44% |
| 6 | Meta Platforms Inc | 3.26% | 2.09% | 2.09% |
| 7 | Broadcom Inc | 2.07% | 2.72% | 2.07% |
| 8 | Eli Lilly & Co. | 1.27% | 1.47% | 1.27% |
| 9 | Johnson & Johnson | 2.43% | 0.95% | 0.95% |
| 10 | Visa Inc | 1.36% | 0.91% | 0.91% |
| 11 | Applied Materials Inc. | 0.88% | 0.80% | 0.80% |
| 12 | Walmart Inc | 1.11% | 0.74% | 0.74% |
Only in DGRW
57 total- Exxon Mobil Corp. 3.50%
- Ferguson Enterprises Inc 0.30%
- First Citizens BancShares Inc (Delaware) 0.19%
- Reliance Inc 0.14%
- Carlisle Companies Inc. 0.12%
- Toll Brothers, Inc. 0.12%
- Wesco International, Inc. 0.11%
- Mueller Industries Inc. 0.10%
- Dick's Sporting Goods, Inc. 0.10%
- AECOM 0.10%
Only in SPY
363 total- AMAZON.COM INC 3.68%
- TESLA INC 1.86%
- MICRON TECHNOLOGY INC 1.81%
- BERKSHIRE HATHAWAY INC CL B 1.42%
- JPMORGAN CHASE + CO 1.39%
- ADVANCED MICRO DEVICES 1.37%
- INTEL CORP 0.93%
- EXXONMOBIL HOLDINGS CORP 0.88%
- NETFLIX INC 0.49%
- GE VERNOVA INC 0.47%
Open DGRW or SPY 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.