Which returned more over the last year, DGRW or SDY?

In the year to Sep 12, 2026, with distributions reinvested, DGRW returned +12.4% and SDY returned +11.0%, so DGRW returned more. One year is one year; the longer windows are in the table.

Which is cheaper, DGRW or SDY?

DGRW charges 0.28% a year and SDY charges 0.35%, so DGRW is cheaper. Fees come from each fund's prospectus.

How much do DGRW and SDY overlap with the S&P 500?

By their latest filed holdings, 97% of DGRW and 85% of SDY by weight is stocks the S&P 500 already holds. Between the two funds, 20% of their books are the same securities at the same weight.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

DGRW vs SDY: how they differ

DGRW and SDY hold 20% of their weight in the same names, and DGRW returned more over the year.

WisdomTree U.S. Quality Dividend Growth Fund and State Street(R) SPDR(R) S&P(R) Dividend ETF.

What they hold in common

By the books each fund has filed, DGRW and SDY hold 20% of their money in the same securities at the same weight.

Positions DGRW and SDY both hold, largest shared weight first
Holding	DGRW	SDY
ABBVIE INC	2.07%	1.63%
CHEVRON CORP	1.38%	1.28%
INTERNATIONAL BUSINESS MACHINES CORP	1.59%	1.27%
COCA-COLA COMPANY (THE)	2.88%	1.26%
PROCTER & GAMBLE COMPANY (THE)	1.40%	1.26%
VERIZON COMMUNICATIONS INC	1.15%	2.15%
JOHNSON & JOHNSON	2.34%	1.00%
TEXAS INSTRUMENTS INC	0.98%	1.56%
EXXONMOBIL HOLDINGS CORP	1.59%	0.93%
MCDONALD'S CORP	1.57%	0.89%
QUALCOMM INC	0.76%	1.57%
AUTOMATIC DATA PROCESSING INC	0.71%	1.54%

Largest positions each one holds and the other does not
Only in DGRW	Only in SDY
NVIDIA CORP 7.95%	Realty Income Corp 2.14%
APPLE INC 3.87%	Kenvue Inc 1.76%
META PLATFORMS INC 2.97%	Kimberly-Clark Corp 1.75%
UNITEDHEALTH GROUP INC 2.92%	Target Corp 1.55%
HOME DEPOT INC (THE) 2.81%	Edison International 1.45%
BROADCOM INC 2.34%	WEC Energy Group Inc 1.41%
ORACLE CORP 2.34%	Eversource Energy 1.35%
ALPHABET INC 2.32%	Consolidated Edison Inc 1.34%

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 and SDY on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	DGRW WisdomTree U.S. Quality Dividend Growth Fund	SDY State Street(R) SPDR(R) S&P(R) Dividend ETF
Where it sits	Core index fund	Core index fund
Issuer	WisdomTree	State Street
What it is	U.S. Quality Dividend Growth	SPDR S&P Dividend
Total return, 1 year	+12.4%	+11.0%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−5.1 pts	−6.5 pts
Expense ratio	0.28%	0.35%
Already in the S&P 500	96.7%	84.6%
Holdings	197	155

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%.

SDY in plain words

SDY is an index equity fund tracking the SPDR S&P Dividend. Over the year to Sep 11, 2026 it returned +11.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 85% of the fund by weight is stocks the S&P 500 also holds, across 155 positions, with the top ten at 17.1%. It sat 3.9% below its high of Aug 24, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, DGRW or SDY?: In the year to Sep 12, 2026, with distributions reinvested, DGRW returned +12.4% and SDY returned +11.0%, so DGRW returned more. One year is one year; the longer windows are in the table.
Which is cheaper, DGRW or SDY?: DGRW charges 0.28% a year and SDY charges 0.35%, so DGRW is cheaper. Fees come from each fund's prospectus.
How much do DGRW and SDY overlap with the S&P 500?: By their latest filed holdings, 97% of DGRW and 85% of SDY by weight is stocks the S&P 500 already holds. Between the two funds, 20% 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.

DGRW against SDY, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DGRW against SDY, data as of Sep 12, 2026. https://etfiq.com/compare/any/DGRW-SDY Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources