Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
DGRW vs IWD: how they differ
DGRW and IWD hold 0% of their weight in the same names, and IWD returned more over the year.
WisdomTree U.S. Quality Dividend Growth Fund and iShares Russell 1000 Value ETF.
What they hold in common
By the books each fund has filed, DGRW and IWD hold 0% of their money in the same securities at the same weight.
| Only in DGRW | Only in IWD |
|---|---|
| NVIDIA CORP 7.95% | AMAZON.COM INC 6.04% |
| MICROSOFT CORP 5.75% | APPLE 5.83% |
| APPLE INC 3.87% | MICROSOFT 4.93% |
| META PLATFORMS INC 2.97% | BERKSHIRE HATHAWAY INC CLASS B 2.54% |
| UNITEDHEALTH GROUP INC 2.92% | JPMORGAN CHASE & CO 2.54% |
| COCA-COLA COMPANY (THE) 2.88% | EXXONMOBIL HOLDINGS CORP 1.85% |
| HOME DEPOT INC (THE) 2.81% | JOHNSON & JOHNSON 1.73% |
| JOHNSON & JOHNSON 2.34% | INTEL CORPORATION 1.23% |
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 | IWD iShares Russell 1000 Value ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | WisdomTree | iShares |
| What it is | U.S. Quality Dividend Growth | Russell 1000 value |
| Total return, 1 year | +12.4% | +27.4% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −5.1 pts | +9.9 pts |
| Expense ratio | 0.28% | 0.18% |
| Already in the S&P 500 | 96.7% | 90.2% |
| Holdings | 197 | 814 |
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%.
IWD in plain words
IWD is an index equity fund tracking the Russell 1000 value. Over the year to Sep 11, 2026 it returned +27.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year. By its holdings filed for Sep 10, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 814 positions, with the top ten at 29.0%.
Questions people ask
- Which returned more over the last year, DGRW or IWD?
- In the year to Sep 13, 2026, with distributions reinvested, DGRW returned +12.4% and IWD returned +27.4%, so IWD returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, DGRW or IWD?
- DGRW charges 0.28% a year and IWD charges 0.18%, so IWD is cheaper. Fees come from each fund's prospectus.
- How much do DGRW and IWD overlap with the S&P 500?
- By their latest filed holdings, 97% of DGRW and 90% of IWD 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.
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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.
Cite this page. ETFIQ, DGRW against IWD, data as of Sep 13, 2026. https://etfiq.com/compare/any/dgrw-vs-iwd Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources