Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
DGRW vs MOAT: how they differ
DGRW and MOAT hold 12% of their weight in the same names, and DGRW returned more over the year.
WisdomTree U.S. Quality Dividend Growth Fund and VanEck Morningstar Wide Moat ETF.
What they hold in common
By the books each fund has filed, DGRW and MOAT hold 12% of their money in the same securities at the same weight.
| Holding | DGRW | MOAT |
|---|---|---|
| NVIDIA CORP | 7.95% | 2.45% |
| BROADCOM INC | 2.34% | 2.43% |
| MICROSOFT CORP | 5.75% | 2.20% |
| APPLIED MATERIALS INC | 1.71% | 2.34% |
| META PLATFORMS INC | 2.97% | 1.17% |
| CHARLES SCHWAB CORP (THE) | 0.95% | 2.45% |
| HERSHEY COMPANY (THE) | 0.21% | 1.22% |
| AMPHENOL CORP | 0.19% | 1.50% |
| ZOETIS INC | 0.16% | 1.82% |
| JACK HENRY & ASSOCIATES INC | 0.07% | 1.33% |
| AGILENT TECHNOLOGIES INC | 0.04% | 1.39% |
| TRACTOR SUPPLY COMPANY | 0.03% | 1.28% |
| Only in DGRW | Only in MOAT |
|---|---|
| APPLE INC 3.87% | Masco Corp 2.96% |
| UNITEDHEALTH GROUP INC 2.92% | Kenvue Inc 2.59% |
| COCA-COLA COMPANY (THE) 2.88% | Airbnb Inc 2.56% |
| HOME DEPOT INC (THE) 2.81% | Palo Alto Networks Inc 2.51% |
| JOHNSON & JOHNSON 2.34% | Brown-Forman Corp 2.49% |
| ORACLE CORP 2.34% | Datadog Inc 2.44% |
| ALPHABET INC 2.32% | Bristol-Myers Squibb Co 2.43% |
| ALPHABET INC 2.31% | Danaher Corp 2.41% |
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 | MOAT VanEck Morningstar Wide Moat ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | WisdomTree | VanEck |
| What it is | U.S. Quality Dividend Growth | Morningstar Wide Moat |
| Total return, 1 year | +12.4% | +11.3% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −5.1 pts | −6.2 pts |
| Expense ratio | 0.28% | 0.46% |
| Already in the S&P 500 | 96.7% | 91.6% |
| Holdings | 197 | 55 |
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%.
MOAT in plain words
MOAT is an index equity fund tracking the Morningstar Wide Moat. Over the year to Sep 11, 2026 it returned +11.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.46% 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 55 positions, with the top ten at 25.3%. It sat 5.7% below its high of Aug 27, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, DGRW or MOAT?
- In the year to Sep 12, 2026, with distributions reinvested, DGRW returned +12.4% and MOAT returned +11.3%, so DGRW returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, DGRW or MOAT?
- DGRW charges 0.28% a year and MOAT charges 0.46%, so DGRW is cheaper. Fees come from each fund's prospectus.
- How much do DGRW and MOAT overlap with the S&P 500?
- By their latest filed holdings, 97% of DGRW and 92% of MOAT by weight is stocks the S&P 500 already holds. Between the two funds, 12% 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, DGRW against MOAT, data as of Sep 12, 2026. https://etfiq.com/compare/any/DGRW-MOAT Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources