Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
DGRO vs IWM: how they differ
DGRO and IWM hold 1% of their weight in the same names, and IWM returned more over the year.
iShares Core Dividend Growth ETF and iShares Russell 2000 ETF.
What they hold in common
By the books each fund has filed, DGRO and IWM hold 1% of their money in the same securities at the same weight.
| Holding | DGRO | IWM |
|---|---|---|
| BLACK HILLS CORP | 0.05% | 0.18% |
| SPIRE INC (US) | 0.04% | 0.14% |
| NEW JERSEY RESOURCES CORP | 0.04% | 0.18% |
| NORTHWESTERN ENERGY GROUP INC | 0.04% | 0.14% |
| ONE GAS INC | 0.04% | 0.15% |
| TXNM ENERGY INC | 0.04% | 0.18% |
| RADIAN GROUP INC | 0.04% | 0.16% |
| HOME BANCSHARES INC | 0.03% | 0.17% |
| UMB FINANCIAL CORP | 0.03% | 0.33% |
| MAGNOLIA OIL & GAS CORP | 0.03% | 0.15% |
| CALIFORNIA RESOURCES CORP | 0.03% | 0.12% |
| KONTOOR BRANDS INC | 0.03% | 0.14% |
| Only in DGRO | Only in IWM |
|---|---|
| BROADCOM INC 3.25% | Hut 8 Corp. 0.37% |
| JP MORGAN CHASE & COMPANY 3.05% | Viasat, Inc. 0.35% |
| APPLE INC 2.94% | BrightSpring Health Services, Inc. 0.35% |
| MICROSOFT CORP 2.92% | Cytokinetics, Inc. 0.35% |
| EXXON MOBIL CORP 2.91% | MaxLinear, Inc. 0.34% |
| JOHNSON & JOHNSON 2.64% | Argan, Inc. 0.34% |
| ABBVIE INC 2.53% | JFrog Ltd. 0.31% |
| UNITEDHEALTH GROUP INC 2.32% | Riot Platforms, Inc. 0.30% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.
| DGRO iShares Core Dividend Growth ETF | IWM iShares Russell 2000 ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | iShares |
| What it is | Core Dividend Growth | Russell 2000 |
| Total return, 1 year | +17.4% | +21.2% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −0.1 pts | +3.7 pts |
| Expense ratio | 0.08% | 0.19% |
| Already in the S&P 500 | 94.7% | 0.0% |
| Holdings | 394 | 2014 |
DGRO in plain words
DGRO is an index equity fund tracking the Core Dividend Growth. Over the year to Sep 11, 2026 it returned +17.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Apr 30, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 394 positions, with the top ten at 26.6%.
IWM in plain words
IWM is an index equity fund tracking the Russell 2000. Over the year to Sep 11, 2026 it returned +21.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.19% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 2014 positions, with the top ten at 3.4%. It sat 5.3% below its high of Aug 14, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, DGRO or IWM?
- In the year to Sep 12, 2026, with distributions reinvested, DGRO returned +17.4% and IWM returned +21.2%, so IWM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, DGRO or IWM?
- DGRO charges 0.08% a year and IWM charges 0.19%, so DGRO is cheaper. Fees come from each fund's prospectus.
- How much do DGRO and IWM overlap with the S&P 500?
- By their latest filed holdings, 95% of DGRO and 0% of IWM by weight is stocks the S&P 500 already holds. Between the two funds, 1% of their books are the same securities at the same weight.
Other comparisons
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, DGRO against IWM, data as of Sep 12, 2026. https://etfiq.com/compare/any/DGRO-IWM Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources