Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
DGRW vs IYR: how they differ
DGRW and IYR hold 0% of their weight in the same names, and DGRW returned more over the year.
WisdomTree U.S. Quality Dividend Growth Fund and iShares U.S. Real Estate ETF.
What they hold in common
By the books each fund has filed, DGRW and IYR hold 0% of their money in the same securities at the same weight.
| Only in DGRW | Only in IYR |
|---|---|
| NVIDIA CORP 7.95% | WELLTOWER INC. 10.88% |
| MICROSOFT CORP 5.75% | PROLOGIS, INC. 8.77% |
| APPLE INC 3.87% | SIMON PROPERTY GROUP, INC. 4.79% |
| META PLATFORMS INC 2.97% | EQUINIX, INC. 4.58% |
| UNITEDHEALTH GROUP INC 2.92% | DIGITAL REALTY TRUST, INC. 4.41% |
| COCA-COLA COMPANY (THE) 2.88% | REALTY INCOME CORPORATION 4.29% |
| HOME DEPOT INC (THE) 2.81% | AMERICAN TOWER CORPORATION 3.88% |
| JOHNSON & JOHNSON 2.34% | PUBLIC STORAGE. 3.74% |
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 | IYR iShares U.S. Real Estate ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | WisdomTree | iShares |
| What it is | U.S. Quality Dividend Growth | U.S. Real Estate |
| Total return, 1 year | +12.4% | +4.7% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −5.1 pts | −12.8 pts |
| Expense ratio | 0.28% | 0.37% |
| Already in the S&P 500 | 96.7% | 80.4% |
| Holdings | 197 | 61 |
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%.
IYR in plain words
IYR is an index equity fund tracking the U.S. Real Estate. Over the year to Sep 11, 2026 it returned +4.7% 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, 80% of the fund by weight is stocks the S&P 500 also holds, across 61 positions, with the top ten at 51.5%. It sat 6.1% below its high of Jul 28, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, DGRW or IYR?
- In the year to Sep 12, 2026, with distributions reinvested, DGRW returned +12.4% and IYR returned +4.7%, so DGRW returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, DGRW or IYR?
- DGRW charges 0.28% a year and IYR charges 0.37%, so DGRW is cheaper. Fees come from each fund's prospectus.
- How much do DGRW and IYR overlap with the S&P 500?
- By their latest filed holdings, 97% of DGRW and 80% of IYR 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 IYR, data as of Sep 12, 2026. https://etfiq.com/compare/any/DGRW-IYR Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources