Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
DGRW vs IJH: how they differ
DGRW and IJH hold 0% of their weight in the same names, and IJH returned more over the year.
WisdomTree U.S. Quality Dividend Growth Fund and iShares Core S&P Mid-Cap ETF.
What they hold in common
By the books each fund has filed, DGRW and IJH hold 0% of their money in the same securities at the same weight.
| Only in DGRW | Only in IJH |
|---|---|
| NVIDIA CORP 7.95% | TWILIO CLASS A 1.00% |
| MICROSOFT CORP 5.75% | ILLUMINA INC 0.87% |
| APPLE INC 3.87% | TECHNIPFMC PLC 0.86% |
| META PLATFORMS INC 2.97% | EVERPURE INC CLASS A 0.85% |
| UNITEDHEALTH GROUP INC 2.92% | OKTA CLASS A 0.82% |
| COCA-COLA COMPANY (THE) 2.88% | ATI 0.78% |
| HOME DEPOT INC (THE) 2.81% | NVENT ELECTRIC PLC 0.72% |
| JOHNSON & JOHNSON 2.34% | TENET HEALTHCARE CORP 0.65% |
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 10, 2026.
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | IJH iShares Core S&P Mid-Cap ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | WisdomTree | iShares |
| What it is | U.S. Quality Dividend Growth | S&P MidCap 400 |
| Total return, 1 year | +12.4% | +13.4% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −5.1 pts | −4.1 pts |
| Expense ratio | 0.28% | 0.05% |
| Already in the S&P 500 | 96.7% | 0.0% |
| Holdings | 197 | 405 |
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%.
IJH in plain words
IJH is an index equity fund tracking the S&P MidCap 400. Over the year to Sep 11, 2026 it returned +13.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Sep 10, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 405 positions, with the top ten at 7.8%. It sat 5.4% below its high of Aug 14, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, DGRW or IJH?
- In the year to Sep 13, 2026, with distributions reinvested, DGRW returned +12.4% and IJH returned +13.4%, so IJH returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, DGRW or IJH?
- DGRW charges 0.28% a year and IJH charges 0.05%, so IJH is cheaper. Fees come from each fund's prospectus.
- How much do DGRW and IJH overlap with the S&P 500?
- By their latest filed holdings, 97% of DGRW and 0% of IJH by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
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.
Cite this page. ETFIQ, DGRW against IJH, data as of Sep 13, 2026. https://etfiq.com/compare/any/dgrw-vs-ijh Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources