Get the weekly note

Data as of Sep 21, 2026.

ETFIQetfiq.com · independent ETF data

DGRW vs IBIT: how they differ

DGRW and IBIT hold 0% of their weight in the same names, and DGRW returned more over the year.

WisdomTree U.S. Quality Dividend Growth Fund and iShares Bitcoin Trust ETF.

What they hold in common

By the books each fund has filed, DGRW and IBIT hold 0% of their money in the same securities at the same weight.

Only in each
Only in DGRWOnly in IBIT
NVIDIA CORP 7.95%BITCOIN 100.00%
MICROSOFT CORP 5.75%USD CASH 0.00%
APPLE INC 3.87%
META PLATFORMS INC 2.97%
UNITEDHEALTH GROUP INC 2.92%
COCA-COLA COMPANY (THE) 2.88%
HOME DEPOT INC (THE) 2.81%
JOHNSON & JOHNSON 2.34%

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 and Sep 18, 2026.

DGRW and IBIT on the fields both publish, as of Sep 21, 2026. Source: ETFIQ.
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
IBIT
iShares Bitcoin Trust ETF
Where it sitsCore fundCore fund
IssuerWisdomTreeiShares
What it isTracks an index of U.S. Quality Dividend GrowthHolds bitcoin
Total return, 1 year+11.6%−31.1%
S&P 500 over the same days+16.6%+16.6%
Gap to the S&P 500−5.0 pts−47.6 pts
Expense ratio0.28%0.25%
Holdings1972
Net assets$17.1bn$63.7bn

DGRW in plain words

DGRW tracks an index of U.S. Quality Dividend Growth. Over the year to Sep 18, 2026 it returned +11.6% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% 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%.

IBIT in plain words

IBIT holds bitcoin. Over the year to Sep 18, 2026 it returned −31.1% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.25% a year. It sat 35.5% below its high of Oct 6, 2025 on Sep 18, 2026.

Questions people ask

Which returned more over the last year, DGRW or IBIT?
In the year to Sep 21, 2026, with distributions reinvested, DGRW returned +11.6% and IBIT returned −31.1%, so DGRW returned more.
Which is cheaper, DGRW or IBIT?
DGRW charges 0.28% a year and IBIT charges 0.25%, so IBIT is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where to next

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 IBIT, ETFIQ, data as of Sep 21, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DGRW against IBIT, data as of Sep 21, 2026. https://etfiq.com/compare/any/dgrw-vs-ibit Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources