Data as of Oct 28, 2026.

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DGRW vs IYR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, DGRW returned +11.1% to IYR's +3.4%; 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 $3.9bn on Oct 28, 2026 for iShares U.S. Real Estate ETF.

At a glance
+11.1%
DGRW total return, 1 year
+3.4%
IYR total return, 1 year
0.28%
DGRW expense ratio
0.37%
IYR expense ratio

Pair scorecard

DGRW costs 0.09 points a year less; their one-year returns differ by 7.7 points.

DGRW vs IYR: Differences, Returns & Fees
MeasureDGRWIYR
Return
Total return, 1 year+11.1%+3.4%
Drawdown
Below its high8.6%, high on Jul 28, 2026
Benchmark
What it tracksWisdomTree U.S. Quality Dividend Growth IndexDow Jones U.S. Real Estate Capped Index
Cost and size
Expense ratio0.28%0.37%
Net assets, DGRW as of Jun 30, 2026 and IYR as of Oct 28, 2026$16.6bn$3.9bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund36.1%52.5%

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 IYR 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 IYR
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 IYR
WELLTOWER 9.85%
PROLOGIS REIT 8.77%
AMERICAN TOWER REIT 4.96%
SIMON PROPERTY GROUP REIT INC 4.71%
EQUINIX REIT 4.57%
DIGITAL REALTY TRUST REIT 4.54%
REALTY INCOME REIT 4.19%
PUBLIC STORAGE REIT 4.10%
Check overlap with more funds →

Side by side

DGRW WisdomTree U.S. Quality Dividend Growth Fund IYR iShares U.S. Real Estate ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index of U.S. Quality Dividend Growth Tracks an index of U.S. Real Estate
Total return, 1 year +11.1% +3.4%
Its benchmark over the same days +13.7% (VOO) not measured
Gap to its benchmark −2.6 pts vs VOO not measured
Expense ratio 0.28% 0.37%
Already in the S&P 500 96.7% 80.0%
Holdings 197 59
Net assets, DGRW as of Jun 30, 2026 and IYR as of Oct 28, 2026 $16.6bn $3.9bn

DGRW and IYR 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%.

IYR

IYR tracks an index of U.S. Real Estate. Over the year to Oct 28, 2026 it returned +3.4% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 59 positions, with the top ten at 52.5%. It sat 8.6% below its high of Jul 28, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, DGRW or IYR?
In the year to Oct 28, 2026, with distributions reinvested, DGRW returned +11.1% and IYR +3.4%.
Which is cheaper, DGRW or IYR?
DGRW 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 IYR overlap with the S&P 500?
By their latest filed holdings, 97% of DGRW and 80% of IYR by weight is stocks the S&P 500 already holds.
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ETFIQ, DGRW against IYR, data as of Oct 28, 2026. https://etfiq.com/compare/any/dgrw-vs-iyr

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