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ETF comparison

DGRW vs SPYD

Both Dividend.

WisdomTree U.S. Quality Dividend Growth Fund · State Street SPDR Portfolio S&P 500 High Dividend ETF

Holdings overlap

Weighted by ISIN/CUSIP
4.3 %

9 positions appear in both funds. Buying equal dollars of DGRW and SPYD would leave roughly 4.3% of each dollar exposed to the same underlying securities.

DGRW unmatched 95.7% Shared 4.3% SPYD unmatched 95.0%

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
188 positions
Shared
9 positions
In SPYD only
69 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
1.21%
Top-10 conc.
36.1%
SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

State Street · Dividend

89 composite / 100
Expense ratio
0.070%
Net assets
$7.08B
TTM yield
4.24%
Top-10 conc.
15.0%

Sub-score comparison

72
Cost
93
78
Tax efficiency
72
100
Liquidity
93
63
Concentration
93
—
Tracking quality
—
DGRW sub-score SPYD

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

Cost difference

SPYD is 21 bps cheaper than DGRW. On a $100,000 position that's about $210/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 SPYD.

Top shared holdings

9 shared in total
# Holding In DGRW In SPYD Overlap
1 CHEVRON CORP 1.37% 1.19% 1.19%
2 VERIZON COMMUNICATIONS INC 1.14% 1.29% 1.14%
3 AT&T INC 0.79% 1.05% 0.79%
4 FORD MOTOR CO 0.44% 1.21% 0.44%
5 FIFTH THIRD BANCORP 0.30% 1.27% 0.30%
6 HUNTINGTON BANCSHARES INC 0.27% 1.13% 0.27%
7 EOG RESOURCES INC 0.06% 1.43% 0.06%
8 PHILLIPS 66 0.06% 1.43% 0.06%
9 APA CORP 0.01% 1.47% 0.01%

Only in DGRW

188 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 SPYD

69 total
  • Iron Mountain Inc 1.61%
  • Franklin Resources Inc 1.56%
  • CVS Health Corp 1.52%
  • Host Hotels & Resorts Inc 1.52%
  • Edison International 1.47%
  • Target Corp 1.47%
  • Viatris Inc 1.45%
  • Kimco Realty Corp 1.45%
  • Simon Property Group Inc 1.44%
  • Federal Realty Investment Trust 1.44%

Percentages are holdings overlap with the named fund.

Open DGRW or SPYD 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.