Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
DGRW vs IGM: how they differ
DGRW and IGM hold 38% of their weight in the same names, and IGM returned more over the year.
WisdomTree U.S. Quality Dividend Growth Fund and iShares Expanded Tech Sector ETF.
What they hold in common
By the books each fund has filed, DGRW and IGM hold 38% of their money in the same securities at the same weight.
| Holding | DGRW | IGM |
|---|---|---|
| NVIDIA CORP | 7.95% | 7.97% |
| MICROSOFT CORP | 5.75% | 7.50% |
| APPLE INC | 3.87% | 7.92% |
| META PLATFORMS INC | 2.97% | 4.17% |
| BROADCOM INC | 2.34% | 7.61% |
| ALPHABET INC | 2.32% | 3.55% |
| ALPHABET INC | 2.31% | 4.45% |
| APPLIED MATERIALS INC | 1.71% | 2.50% |
| CISCO SYSTEMS INC | 1.44% | 2.02% |
| INTERNATIONAL BUSINESS MACHINES CORP | 1.59% | 1.15% |
| ORACLE CORP | 2.34% | 1.08% |
| TEXAS INSTRUMENTS INC | 0.98% | 1.18% |
| Only in DGRW | Only in IGM |
|---|---|
| UNITEDHEALTH GROUP INC 2.92% | Micron Technology, Inc. 5.47% |
| COCA-COLA COMPANY (THE) 2.88% | Advanced Micro Devices, Inc. 4.13% |
| HOME DEPOT INC (THE) 2.81% | Intel Corp. 2.88% |
| JOHNSON & JOHNSON 2.34% | Sandisk Corp. 1.47% |
| ABBVIE INC 2.07% | Netflix, Inc. 1.31% |
| CATERPILLAR INC 1.80% | Palo Alto Networks, Inc. 1.21% |
| EXXONMOBIL HOLDINGS CORP 1.59% | Palantir Technologies, Inc. 1.17% |
| MCDONALD'S CORP 1.57% | Marvell Technology, Inc. 1.14% |
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 Jun 30, 2026.
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | IGM iShares Expanded Tech Sector ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | WisdomTree | iShares |
| What it is | U.S. Quality Dividend Growth | Expanded Tech Sector |
| Total return, 1 year | +12.4% | +32.7% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −5.1 pts | +15.2 pts |
| Expense ratio | 0.28% | 0.37% |
| Already in the S&P 500 | 96.7% | 92.0% |
| Holdings | 197 | 295 |
DGRW in plain words
DGRW is an index equity fund tracking the U.S. Quality Dividend Growth. Over the year to Sep 11, 2026 it returned +12.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.28% a year. By its holdings filed for Jun 30, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 197 positions, with the top ten at 36.2%.
IGM in plain words
IGM is an index equity fund tracking the Expanded Tech Sector. Over the year to Sep 11, 2026 it returned +32.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% a year. By its holdings filed for Jun 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 295 positions, with the top ten at 55.7%. It sat 5.1% below its high of Jun 2, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, DGRW or IGM?
- In the year to Sep 12, 2026, with distributions reinvested, DGRW returned +12.4% and IGM returned +32.7%, so IGM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, DGRW or IGM?
- DGRW charges 0.28% a year and IGM charges 0.37%, so DGRW is cheaper. Fees come from each fund's prospectus.
- How much do DGRW and IGM overlap with the S&P 500?
- By their latest filed holdings, 97% of DGRW and 92% of IGM by weight is stocks the S&P 500 already holds. Between the two funds, 38% of their books are the same securities at the same weight.
Other comparisons
Where to next
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, DGRW against IGM, data as of Sep 12, 2026. https://etfiq.com/compare/any/DGRW-IGM Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources