DGRW vs JMOM: Differences, Returns & Fees

DGRW and JMOM hold 31% of their weight in the same names, and JMOM returned +26.2% over the year. Net assets: $16.6bn on Jun 30, 2026 for WisdomTree U.S. Quality Dividend Growth Fund, and $2.8bn on Oct 9, 2026 for JPMorgan U.S. Momentum Factor ETF.

JMOM costs 0.16 points a year less; their one-year returns differ by 13.3 points.

DGRW vs JMOM: Differences, Returns & Fees
DGRWJMOM
Expense ratio0.28%0.12%
Net assets, DGRW as of Jun 30, 2026 and JMOM as of Oct 9, 2026$16.6bn$2.8bn
Total return, 1 year+12.9%+26.2%
What it tracksWisdomTree U.S. Quality Dividend Growth IndexJP Morgan US Momentum Factor Index
Holdings in common31%
Top ten holdings, share of the fund36.1%19.1%

Holdings in common uses holdings dated Jun 30, 2026 and Oct 9, 2026.

+12.9%
DGRW total return, 1 year
+26.2%
JMOM total return, 1 year
0.28%
DGRW expense ratio
0.12%
JMOM expense ratio

What they hold in common

By the books each fund has filed, DGRW and JMOM hold 31% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Oct 9, 2026.

half

31% in common

Positions both hold, largest shared weight first
Holding DGRW JMOM
MICROSOFT CORP 5.74% 2.09%
APPLE INC 3.86% 2.05%
ALPHABET INC 2.31% 2.03%
BROADCOM INC 2.34% 1.97%
NVIDIA CORP 7.94% 1.94%
JOHNSON & JOHNSON 2.34% 1.75%
APPLIED MATERIALS INC 1.71% 1.21%
ABBVIE INC 2.07% 1.14%
CATERPILLAR INC 1.80% 1.03%
MERCK & COMPANY INC 1.18% 0.97%
WALMART INC 0.93% 1.19%
ELI LILLY & COMPANY 1.53% 0.90%
Only in DGRW
META PLATFORMS INC 2.97%
UNITEDHEALTH GROUP INC 2.92%
HOME DEPOT INC (THE) 2.81%
ORACLE CORP 2.34%
ALPHABET INC 2.31%
EXXONMOBIL HOLDINGS CORP 1.59%
MCDONALD'S CORP 1.57%
T-MOBILE US INC 1.48%
Only in JMOM
ADVANCED MICRO DEVICES 2.49%
MICRON TECHNOLOGY INC 1.98%
INTEL CORP COMMON STOCK 1.40%
PALANTIR TECHNOLOGIES 1.39%
PALO ALTO NETWORKS INC 1.08%
PHILIP MORRIS INTERNATIONAL INC 0.95%
CROWDSTRIKE HOLDINGS INC 0.94%
GE VERNOVA INC COMMON 0.86%

Check overlap with more funds →

On the same fields

DGRW
WisdomTree U.S. Quality Dividend Growth Fund
JMOM
JPMorgan U.S. Momentum Factor ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index of U.S. Quality Dividend Growth Tracks an index
Total return, 1 year +12.9% +26.2%
Expense ratio 0.28% 0.12%
Already in the S&P 500 96.7% 77.4%
Holdings 197 287
Net assets, DGRW as of Jun 30, 2026 and JMOM as of Oct 9, 2026 $16.6bn $2.8bn

DGRW and JMOM on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About DGRW

DGRW tracks an index of U.S. Quality Dividend Growth. Over the year to Oct 9, 2026 it returned +12.9% with distributions reinvested. 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%.

About JMOM

JMOM tracks an index. Over the year to Oct 9, 2026 it returned +26.2% with distributions reinvested. The prospectus expense ratio is 0.12% a year. By its holdings published by its issuer for Oct 9, 2026, 77% of the fund by weight is stocks the S&P 500 also holds, across 287 positions, with the top ten at 19.1%.

Questions people ask

Which returned more over the last year, DGRW or JMOM?
In the year to Oct 9, 2026, with distributions reinvested, DGRW returned +12.9% and JMOM +26.2%.
Which is cheaper, DGRW or JMOM?
JMOM is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DGRW and JMOM overlap with the S&P 500?
By their latest filed holdings, 97% of DGRW and 77% of JMOM by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

ETFIQ, DGRW against JMOM, data as of Oct 9, 2026. https://etfiq.com/compare/any/dgrw-vs-jmom

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.