Data as of Oct 28, 2026.

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DGRW vs SHV: Differences, Returns & Fees

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Over the year to Oct 28, 2026, DGRW returned +11.1% to SHV's +3.6%; 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 $21.7bn on Oct 27, 2026 for iShares 0-1 Year Treasury Bond ETF.

At a glance
+11.1%
DGRW total return, 1 year
+3.6%
SHV total return, 1 year
0.28%
DGRW expense ratio
0.15%
SHV expense ratio

Pair scorecard

SHV costs 0.13 points a year less; their one-year returns differ by 7.5 points.

DGRW vs SHV: Differences, Returns & Fees
MeasureDGRWSHV
Return
Total return, 1 year+11.1%+3.6%
Benchmark
What it tracksWisdomTree U.S. Quality Dividend Growth IndexICE Short US Treasury Securities Index
Cost and size
Expense ratio0.28%0.15%
Net assets, DGRW as of Jun 30, 2026 and SHV as of Oct 27, 2026$16.6bn$21.7bn
Holdings
Holdings in common0%
In the S&P 500, by weight97%
Top ten holdings, share of the fund36.1%

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 SHV 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 SHV
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 SHV
TREASURY BILL 4.98%
TREASURY BILL 4.17%
TREASURY BILL 3.90%
TREASURY BILL 3.72%
TREASURY BILL 3.58%
TREASURY BILL 3.48%
TREASURY BILL 3.35%
TREASURY BILL 3.31%
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Side by side

DGRW WisdomTree U.S. Quality Dividend Growth Fund SHV iShares 0-1 Year Treasury Bond ETF
Where it sits Stock ETF Bond ETF
What it is Tracks an index of U.S. Quality Dividend Growth Tracks an index of 0-1 Year Treasury Bond
Total return, 1 year +11.1% +3.6%
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% 0.15%
Holdings 197 66
Net assets, DGRW as of Jun 30, 2026 and SHV as of Oct 27, 2026 $16.6bn $21.7bn

DGRW and SHV 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%.

SHV

SHV tracks an index of 0-1 Year Treasury Bond. Over the year to Oct 28, 2026 it returned +3.6% with distributions reinvested. The prospectus expense ratio is 0.15% a year.

Questions people ask

Which returned more over the last year, DGRW or SHV?
In the year to Oct 28, 2026, with distributions reinvested, DGRW returned +11.1% and SHV +3.6%.
Which is cheaper, DGRW or SHV?
SHV is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, DGRW against SHV, data as of Oct 28, 2026. https://etfiq.com/compare/any/dgrw-vs-shv

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