DGRW vs LCAP: Differences, Returns & Fees
DGRW and LCAP hold 35% of their weight in the same names, and LCAP returned +17.7% over the year. Net assets: $16.6bn on Jun 30, 2026 for WisdomTree U.S. Quality Dividend Growth Fund, and $1.9bn on Oct 8, 2026 for Principal Capital Appreciation Select ETF.
DGRW costs 0.01 points a year less; their one-year returns differ by 4.8 points; DGRW is 9.1 times larger.
| DGRW | LCAP | |
|---|---|---|
| Expense ratio | 0.28% | 0.29% |
| Net assets, as of Jun 30, 2026 | $16.6bn | $1.8bn |
| Total return, 1 year | +12.9% | +17.7% |
| What it tracks | WisdomTree U.S. Quality Dividend Growth Index | No index, actively managed |
| Holdings in common | 35% | |
| Top ten holdings, share of the fund | 36.1% | 42.0% |
Holdings in common uses holdings dated Jun 30, 2026.
What they hold in common
By the books each fund has filed, DGRW and LCAP hold 35% 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.
half
35% in common
On the same fields
DGRW and LCAP on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.
DGRW in plain words
DGRW tracks an index of U.S. Quality Dividend Growth. Over the year to Oct 9, 2026 it returned +12.9% with distributions reinvested, against +17.3% for the S&P 500. 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%.
LCAP in plain words
LCAP is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +17.7% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.29% a year. By its holdings filed for Jun 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 54 positions, with the top ten at 42.0%.
Questions people ask
- Which returned more over the last year, DGRW or LCAP?
- In the year to Oct 9, 2026, with distributions reinvested, DGRW returned +12.9% and LCAP +17.7%.
- Which is cheaper, DGRW or LCAP?
- DGRW is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, DGRW against LCAP, data as of Oct 9, 2026. https://etfiq.com/compare/any/dgrw-vs-lcap
ETFIQ. (Oct 9, 2026). DGRW against LCAP. Retrieved from https://etfiq.com/compare/any/dgrw-vs-lcap
[DGRW against LCAP (ETFIQ, Oct 9, 2026)](https://etfiq.com/compare/any/dgrw-vs-lcap)
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