Data as of Oct 28, 2026.

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DGRW vs IWM: Differences, Returns & Fees

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Over the year to Oct 28, 2026, DGRW returned +11.1% to IWM's +14.1%; 0% of their weight is in the same names.

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Net assets: $16.6bn on Jun 30, 2026 for WisdomTree U.S. Quality Dividend Growth Fund, and $75.5bn on Oct 27, 2026 for iShares Russell 2000 ETF.

At a glance
+11.1%
DGRW total return, 1 year
+14.1%
IWM total return, 1 year
0.28%
DGRW expense ratio
0.19%
IWM expense ratio

Pair scorecard

IWM costs 0.09 points a year less; their one-year returns differ by 3.0 points.

DGRW vs IWM: Differences, Returns & Fees
MeasureDGRWIWM
Return
Total return, 1 year+11.1%+14.1%
Drawdown
Below its high7.6%, high on Aug 14, 2026
Benchmark
What it tracksWisdomTree U.S. Quality Dividend Growth IndexRussell 2000 Index
Cost and size
Expense ratio0.28%0.19%
Net assets, DGRW as of Jun 30, 2026 and IWM as of Oct 27, 2026$16.6bn$75.5bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund36.1%3.3%

Holdings in common uses holdings dated Jun 30, 2026 and Oct 27, 2026. Method

What they share

0%

By the books each fund has filed, DGRW and IWM hold 0% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first DGRW IWM
OLD NATIONAL BANCORP 0.08% 0.29%
MERITAGE HOMES CORP 0.04% 0.14%
FIRSTCASH HOLDINGS INC 0.01% 0.25%
PIPER SANDLER COMPANIES 0.00% 0.16%
Only in one fund ↓
Only in DGRW
NVIDIA CORP 7.94%
MICROSOFT CORP 5.74%
APPLE INC 3.86%
META PLATFORMS INC 2.97%
UNITEDHEALTH GROUP INC 2.92%
COCA-COLA COMPANY (THE) 2.88%
HOME DEPOT INC (THE) 2.81%
BROADCOM INC 2.34%
Only in IWM
JFROG 0.37%
GLAUKOS 0.35%
TWIST BIOSCIENCE 0.35%
MOOG INC CLASS A 0.34%
BRIGHTSPRING HEALTH SERVICES INC 0.33%
UMB FINANCIAL 0.33%
SM ENERGY 0.32%
10X GENOMICS CLASS A 0.31%
Check overlap with more funds →

Side by side

DGRW WisdomTree U.S. Quality Dividend Growth Fund IWM iShares Russell 2000 ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index of U.S. Quality Dividend Growth Tracks the Russell 2000
Total return, 1 year +11.1% +14.1%
Its benchmark over the same days +13.7% (VOO) +14.3% (VTWO)
Gap to its benchmark −2.6 pts vs VOO −0.2 pts vs VTWO
Expense ratio 0.28% 0.19%
Already in the S&P 500 96.7% 0.0%
Holdings 197 1977
Net assets, DGRW as of Jun 30, 2026 and IWM as of Oct 27, 2026 $16.6bn $75.5bn

DGRW and IWM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

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About each fund
DGRW

DGRW tracks an index of U.S. Quality Dividend Growth. Over the year to Oct 28, 2026 it returned +11.1% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. 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 36.1%.

IWM

IWM tracks the Russell 2000. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +14.3% for its benchmark, the Russell 2000 Index. The prospectus expense ratio is 0.19% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1,977 positions, with the top ten at 3.3%. It sat 7.6% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, DGRW or IWM?
In the year to Oct 28, 2026, with distributions reinvested, DGRW returned +11.1% and IWM +14.1%.
Which is cheaper, DGRW or IWM?
IWM is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DGRW and IWM overlap with the S&P 500?
By their latest filed holdings, 97% of DGRW and 0% of IWM by weight is stocks the S&P 500 already holds.
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ETFIQ, DGRW against IWM, data as of Oct 28, 2026. https://etfiq.com/compare/any/dgrw-vs-iwm

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