Data as of Oct 28, 2026.
DGRO vs IWD: Differences, Returns & Fees
Over the year to Oct 28, 2026, DGRO returned +18.8% to IWD's +27.5%; 52% of their weight is in the same names.
askIQ about this page
askIQ about DGRO and IWD
Net assets on Oct 27, 2026: $44.6bn for iShares Core Dividend Growth ETF and $83.0bn for iShares Russell 1000 Value ETF.
Pair scorecard
DGRO costs 0.10 points a year less; their one-year returns differ by 8.7 points; IWD is 1.9 times larger.
| Measure | DGRO | IWD |
|---|---|---|
| Return | ||
| Total return, 1 year | +18.8% | +27.5% |
| Benchmark | ||
| What it tracks | Morningstar US Dividend Growth Index | Russell 1000 Value Index |
| Cost and size | ||
| Expense ratio | 0.08% | 0.18% |
| Net assets, as of Oct 27, 2026 | $44.6bn | $83.0bn |
| Holdings | ||
| Holdings in common | 52% | |
| Top ten holdings, share of the fund | 27.2% | 29.6% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Jun 20, 2014 to Oct 23, 2026 · 644 weekly returnsDGRO returned more: +321.3% to +231.5%. DGRO swung slightly less: 15.3% to 16.4%. DGRO fell slightly less at its worst: −32.1% to −35.6%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | DGRO | IWD | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +321.3% | +231.5% | DGRO | Price change plus distributions, reinvested. |
| Annualized | +12.3% | +10.2% | DGRO | Total return as a yearly rate. |
| Price return | +216.7% | +153.1% | DGRO | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 15.3% | 16.4% | DGRO (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 10.7% | 11.7% | DGRO (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −32.1% | −35.6% | DGRO (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.70 | 0.55 | DGRO | Return above Treasury bills per unit of volatility. |
| Sortino | 1.00 | 0.77 | DGRO | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.38 | 0.29 | DGRO | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 644 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, DGRO and IWD hold 52% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
52% in common
Only in one fund ↓
Side by side
DGRO and IWD on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
DGRO and IWD are built for the same job. How do they differ in cost, holdings and results?
- What each follows. DGRO follows Morningstar US Dividend Growth Index and IWD follows Russell 1000 Value Index.
- One-year total return. Over 1 year to Oct 28, 2026 DGRO returned +18.8% and IWD +27.5% with distributions reinvested, a gap of 8.7 points.
- Cost. DGRO charges 0.08% of assets a year and IWD 0.18%, a gap of 0.10 points.
Data as of Oct 28, 2026.
The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.
DGRO
DGRO tracks an index of Dividend Growth. Over the year to Oct 28, 2026 it returned +18.8% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 393 positions, with the top ten at 27.2%.
IWD
IWD tracks the Russell 1000 value. Over the year to Oct 28, 2026 it returned +27.5% with distributions reinvested, against +27.7% for its benchmark, the Russell 1000 Value Index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 27, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 871 positions, with the top ten at 29.6%.
Questions people ask
- Which returned more over the last year, DGRO or IWD?
- In the year to Oct 28, 2026, with distributions reinvested, DGRO returned +18.8% and IWD +27.5%.
- Which is cheaper, DGRO or IWD?
- DGRO is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, DGRO against IWD, data as of Oct 28, 2026. https://etfiq.com/compare/any/dgro-vs-iwd
ETFIQ. (Oct 28, 2026). DGRO against IWD. Retrieved from https://etfiq.com/compare/any/dgro-vs-iwd
[DGRO against IWD (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/dgro-vs-iwd)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.