Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
DGRW vs IWM: how they differ
DGRW and IWM hold 0% of their weight in the same names, and IWM returned more over the year.
WisdomTree U.S. Quality Dividend Growth Fund and iShares Russell 2000 ETF.
What they hold in common
By the books each fund has filed, DGRW and IWM hold 0% of their money in the same securities at the same weight.
| Holding | DGRW | IWM |
|---|---|---|
| OLD NATIONAL BANCORP | 0.08% | 0.28% |
| MERITAGE HOMES CORP | 0.04% | 0.17% |
| FIRSTCASH HOLDINGS INC | 0.01% | 0.28% |
| PIPER SANDLER COMPANIES | 0.00% | 0.16% |
| Only in DGRW | Only in IWM |
|---|---|
| NVIDIA CORP 7.95% | Moog, Inc. 0.38% |
| MICROSOFT CORP 5.75% | Hut 8 Corp. 0.37% |
| APPLE INC 3.87% | Viasat, Inc. 0.35% |
| META PLATFORMS INC 2.97% | BrightSpring Health Services, Inc. 0.35% |
| UNITEDHEALTH GROUP INC 2.92% | Cytokinetics, Inc. 0.35% |
| COCA-COLA COMPANY (THE) 2.88% | MaxLinear, Inc. 0.34% |
| HOME DEPOT INC (THE) 2.81% | Argan, Inc. 0.34% |
| JOHNSON & JOHNSON 2.34% | UMB Financial Corp. 0.33% |
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 | IWM iShares Russell 2000 ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | WisdomTree | iShares |
| What it is | U.S. Quality Dividend Growth | Russell 2000 |
| Total return, 1 year | +12.4% | +21.2% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −5.1 pts | +3.7 pts |
| Expense ratio | 0.28% | 0.19% |
| Already in the S&P 500 | 96.7% | 0.0% |
| Holdings | 197 | 2014 |
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%.
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, DGRW or IWM?
- In the year to Sep 12, 2026, with distributions reinvested, DGRW returned +12.4% and IWM returned +21.2%, so IWM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, DGRW or IWM?
- DGRW charges 0.28% a year and IWM charges 0.19%, so IWM is cheaper. Fees come from each fund's prospectus.
- How much do DGRW and IWM overlap with the S&P 500?
- By their latest filed holdings, 97% of DGRW and 0% of IWM by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
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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, DGRW against IWM, data as of Sep 12, 2026. https://etfiq.com/compare/any/DGRW-IWM Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources