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DGRW vs SUSA: Differences, Returns & Fees

DGRW and SUSA hold 45% of their weight in the same names, and SUSA returned +17.6% over the year. Net assets: $16.6bn on Jun 30, 2026 for WisdomTree U.S. Quality Dividend Growth Fund, and $4.1bn on Oct 9, 2026 for iShares ESG Optimized MSCI USA ETF.

SUSA costs 0.03 points a year less; their one-year returns differ by 4.7 points; DGRW is 4.1 times larger.

DGRW vs SUSA: Differences, Returns & Fees
DGRWSUSA
Expense ratio0.28%0.25%
Net assets, as of Jun 30, 2026$16.6bn$4.0bn
Total return, 1 year+12.9%+17.6%
What it tracksWisdomTree U.S. Quality Dividend Growth IndexMSCI USA Extended ESG Select Index
Holdings in common45%
Top ten holdings, share of the fund36.1%32.7%

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

+12.9%
DGRW total return, 1 year
+17.6%
SUSA total return, 1 year
0.28%
DGRW expense ratio
0.25%
SUSA expense ratio

What they hold in common

By the books each fund has filed, DGRW and SUSA hold 45% 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

45% in common

Positions both hold, largest shared weight first
Holding DGRW SUSA
NVIDIA CORP 7.94% 7.48%
MICROSOFT CORP 5.74% 4.62%
APPLE INC 3.86% 6.60%
BROADCOM INC 2.34% 2.59%
ALPHABET INC 2.31% 3.23%
ALPHABET INC 2.31% 1.78%
ELI LILLY & COMPANY 1.53% 1.40%
VISA INC 1.41% 1.26%
HOME DEPOT INC (THE) 2.81% 0.93%
APPLIED MATERIALS INC 1.71% 0.92%
LAM RESEARCH CORP 0.90% 0.96%
CISCO SYSTEMS INC 1.44% 0.80%
Only in DGRW
META PLATFORMS INC 2.97%
UNITEDHEALTH GROUP INC 2.92%
JOHNSON & JOHNSON 2.34%
ABBVIE INC 2.07%
EXXONMOBIL HOLDINGS CORP 1.59%
MCDONALD'S CORP 1.57%
T-MOBILE US INC 1.48%
CHEVRON CORP 1.37%
Only in SUSA
MICRON TECHNOLOGY 1.70%
ADVANCED MICRO DEVICES 1.65%
TESLA INC 1.65%
HARTFORD INSURANCE GROUP 1.25%
MORGAN STANLEY 1.13%
BANK OF NEW YORK MELLON CORP 0.98%
PALO ALTO NETWORKS 0.87%
INTEL CORPORATION 0.76%

Check overlap with more funds →

On the same fields

DGRW
WisdomTree U.S. Quality Dividend Growth Fund
SUSA
iShares ESG Optimized MSCI USA ETF
Where it sits Stock ETF Stock ETF
Issuer WisdomTree iShares
What it is Tracks an index of U.S. Quality Dividend Growth Tracks an index
Total return, 1 year +12.9% +17.6%
Expense ratio 0.28% 0.25%
Already in the S&P 500 96.7% 96.3%
Holdings 197 204
Net assets, DGRW as of Jun 30, 2026 and SUSA as of Oct 9, 2026 $16.6bn $4.1bn

DGRW and SUSA 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 SUSA

SUSA tracks an index. Over the year to Oct 9, 2026 it returned +17.6% with distributions reinvested. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 9, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 204 positions, with the top ten at 32.7%.

Questions people ask

Which returned more over the last year, DGRW or SUSA?
In the year to Oct 9, 2026, with distributions reinvested, DGRW returned +12.9% and SUSA +17.6%.
Which is cheaper, DGRW or SUSA?
SUSA is cheaper, by 0.03 percentage points a year. That is about $3 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DGRW and SUSA overlap with the S&P 500?
By their latest filed holdings, 97% of DGRW and 96% of SUSA by weight is stocks the S&P 500 already holds.
Other comparisons
DGRW vs GRNYDGRW vs MSLCDGRW vs QLTYDGRW vs LRGFSUSA vs VIGSUSA vs VTISPY vs SUSAIVV vs SUSA
DGRW on its own →SUSA on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
DGRW filings on SEC EDGAR ↗DGRW prospectus with the expense ratio (SEC) ↗WisdomTree page for DGRW ↗SUSA filings on SEC EDGAR ↗SUSA prospectus with the expense ratio (SEC) ↗iShares page for SUSA ↗

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.

Cite this pageCitation, APA and Markdown

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

Open data

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