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ETF comparison

DGRW vs VO

Dividend vs US Mid Cap.

WisdomTree U.S. Quality Dividend Growth Fund · Vanguard Morningstar Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
9.8 %

64 positions appear in both funds. Buying equal dollars of DGRW and VO would leave roughly 9.8% of each dollar exposed to the same underlying securities.

DGRW unmatched 90.2% Shared 9.8% VO unmatched 89.9%

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
133 positions
Shared
64 positions
In VO only
218 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%
VO

Vanguard Morningstar Mid-Cap ETF

Vanguard · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$216.43B
whole fund, 5 share classes
TTM yield
1.00%
Top-10 conc.
9.5%

Sub-score comparison

72
Cost
97
78
Tax efficiency
88
100
Liquidity
100
63
Concentration
100
—
Tracking quality
—
DGRW sub-score VO

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

Cost difference

VO is 25 bps cheaper than DGRW. On a $100,000 position that's about $250/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 VO.

Top shared holdings

64 shared in total
# Holding In DGRW In VO Overlap
1 CUMMINS INC 0.78% 0.95% 0.78%
2 PACCAR INC 0.49% 0.61% 0.49%
3 NEWMONT CORP 0.71% 0.48% 0.48%
4 DELTA AIR LINES INC 0.46% 0.57% 0.46%
5 FORD MOTOR CO 0.44% 0.53% 0.44%
6 D.R. HORTON INC 0.37% 0.40% 0.37%
7 SYSCO CORP 0.33% 0.39% 0.33%
8 FEDEX CORP 0.60% 0.33% 0.33%
9 REGENERON PHARMACEUTICALS INC 0.54% 0.31% 0.31%
10 FIFTH THIRD BANCORP 0.30% 0.49% 0.30%
11 FERGUSON ENTERPRISES INC 0.28% 0.45% 0.28%
12 UNITED RENTALS INC 0.28% 0.69% 0.28%

Only in DGRW

133 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 VO

218 total
  • Western Digital Corp 1.06%
  • Seagate Technology Holdings PLC 1.05%
  • Quanta Services Inc 1.04%
  • Datadog Inc 0.83%
  • Bloom Energy Corp 0.79%
  • Robinhood Markets Inc 0.77%
  • Cloudflare Inc 0.76%
  • Coherent Corp 0.75%
  • Royal Caribbean Cruises Ltd 0.74%
  • Teradyne Inc 0.73%

Percentages are holdings overlap with the named fund.

Open DGRW or VO 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.