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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 VOE: how they differ

DGRW and VOE hold 9% of their weight in the same names, and VOE returned more over the year.

WisdomTree U.S. Quality Dividend Growth Fund and Vanguard Mid-Cap Value Index Fund.

What they hold in common

By the books each fund has filed, DGRW and VOE hold 9% of their money in the same securities at the same weight.

Positions DGRW and VOE both hold, largest shared weight first
HoldingDGRWVOE
CUMMINS INC0.78%1.71%
NEWMONT CORP0.71%0.86%
FEDEX CORP0.60%0.58%
REGENERON PHARMACEUTICALS INC0.55%0.56%
PACCAR INC0.49%1.10%
DELTA AIR LINES INC0.46%1.01%
HALLIBURTON COMPANY0.84%0.44%
FORD MOTOR CO0.44%0.94%
D.R. HORTON INC0.37%0.72%
PAYPAL HOLDINGS INC0.34%0.39%
SYSCO CORP0.33%0.69%
FIFTH THIRD BANCORP0.30%0.89%
Largest positions each one holds and the other does not
Only in DGRWOnly in VOE
NVIDIA CORP 7.95%CRH PLC 1.24%
MICROSOFT CORP 5.75%General Motors Co 1.21%
APPLE INC 3.87%SLB Ltd 1.21%
META PLATFORMS INC 2.97%Simon Property Group Inc 1.20%
UNITEDHEALTH GROUP INC 2.92%Warner Bros Discovery Inc 1.10%
COCA-COLA COMPANY (THE) 2.88%Digital Realty Trust Inc 1.09%
HOME DEPOT INC (THE) 2.81%Allstate Corp/The 1.06%
JOHNSON & JOHNSON 2.34%Sempra 1.05%

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 VOE on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
VOE
Vanguard Mid-Cap Value Index Fund
Where it sitsCore index fundCore index fund
IssuerWisdomTreeVanguard
What it isU.S. Quality Dividend GrowthMid-Cap Value
Total return, 1 year+12.4%+20.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−5.1 pts+2.7 pts
Expense ratio0.28%0.05%
Already in the S&P 50096.7%96.6%
Holdings197170

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%.

VOE in plain words

VOE is an index equity fund tracking the Mid-Cap Value. Over the year to Sep 11, 2026 it returned +20.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% 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 170 positions, with the top ten at 12.7%.

Questions people ask

Which returned more over the last year, DGRW or VOE?
In the year to Sep 12, 2026, with distributions reinvested, DGRW returned +12.4% and VOE returned +20.2%, so VOE returned more. One year is one year; the longer windows are in the table.
Which is cheaper, DGRW or VOE?
DGRW charges 0.28% a year and VOE charges 0.05%, so VOE is cheaper. Fees come from each fund's prospectus.
How much do DGRW and VOE overlap with the S&P 500?
By their latest filed holdings, 97% of DGRW and 97% of VOE by weight is stocks the S&P 500 already holds. Between the two funds, 9% 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 VOE, 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 VOE, data as of Sep 12, 2026. https://etfiq.com/compare/any/DGRW-VOE Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources