DGRO vs IWX: Differences, Returns & Fees

DGRO and IWX hold 52% of their weight in the same names, and IWX returned +28.9% over the year. Net assets on Oct 9, 2026: $43.1bn for iShares Core Dividend Growth ETF and $3.3bn for iShares Russell Top 200 Value ETF.

DGRO costs 0.12 points a year less; their one-year returns differ by 13.1 points; DGRO is 12.9 times larger.

DGRO vs IWX: Differences, Returns & Fees
DGROIWX
Expense ratio0.08%0.20%
Net assets$43.1bn$3.3bn
Total return, 1 year+15.8%+28.9%
What it tracksMorningstar US Dividend Growth IndexRussell Top 200 Value Index
Holdings in common52%
Top ten holdings, share of the fund27.4%41.1%

Holdings in common uses holdings dated Oct 9, 2026.

+15.8%
DGRO total return, 1 year
+28.9%
IWX total return, 1 year
0.08%
DGRO expense ratio
0.20%
IWX expense ratio

What they hold in common

By the books each fund has filed, DGRO and IWX hold 52% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.

half

52% in common

Positions both hold, largest shared weight first
Holding DGRO IWX
MICROSOFT 3.27% 7.34%
APPLE 3.11% 8.24%
JPMORGAN CHASE & CO 2.75% 3.29%
EXXONMOBIL HOLDINGS CORP 3.15% 2.57%
JOHNSON & JOHNSON 2.79% 2.33%
ABBVIE 2.99% 1.66%
CISCO SYSTEMS INC 1.63% 1.73%
MERCK & CO INC 1.85% 1.33%
PROCTER & GAMBLE 2.38% 1.30%
UNITEDHEALTH GROUP 1.81% 1.26%
BANK OF AMERICA 1.43% 1.21%
PHILIP MORRIS INTERNATIONAL 2.29% 1.16%
Only in DGRO
BROADCOM INC 2.79%
ELI LILLY 1.29%
VISA CLASS A 1.07%
ORACLE 0.69%
CATERPILLAR INC 0.67%
MASTERCARD CLASS A 0.65%
LOCKHEED MARTIN CORP 0.60%
PHILLIPS 66 0.50%
Only in IWX
AMAZON.COM INC 8.62%
BERKSHIRE HATHAWAY INC CLASS B 3.55%
INTEL CORPORATION 1.77%
CHEVRON 1.45%
META PLATFORMS CLASS A 1.06%
WALT DISNEY 0.69%
SALESFORCE 0.67%
VERIZON COMMUNICATIONS INC 0.64%

Check overlap with more funds →

On the same fields

DGRO
iShares Core Dividend Growth ETF
IWX
iShares Russell Top 200 Value ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index of Dividend Growth Tracks an index
Total return, 1 year +15.8% +28.9%
Expense ratio 0.08% 0.20%
Already in the S&P 500 91.8% 99.7%
Holdings 393 153
Net assets $43.1bn $3.3bn

DGRO and IWX on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About DGRO

DGRO tracks an index of Dividend Growth. Over the year to Oct 9, 2026 it returned +15.8% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 9, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 393 positions, with the top ten at 27.4%.

About IWX

IWX tracks an index. Over the year to Oct 9, 2026 it returned +28.9% with distributions reinvested. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 9, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 153 positions, with the top ten at 41.1%.

Questions people ask

Which returned more over the last year, DGRO or IWX?
In the year to Oct 9, 2026, with distributions reinvested, DGRO returned +15.8% and IWX +28.9%.
Which is cheaper, DGRO or IWX?
DGRO is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DGRO and IWX overlap with the S&P 500?
By their latest filed holdings, 92% of DGRO and 100% of IWX by weight is stocks the S&P 500 already holds.
Other comparisons
Where these figures came from

ETFIQ links to the documents behind every figure; a link is not an endorsement. 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 IWX, data as of Oct 9, 2026. https://etfiq.com/compare/any/dgro-vs-iwx

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.