DGRW vs IVV
DGRW vs IVV
WisdomTree US Quality Dividend Growth Fund vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DGRW | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.28% | 0.03% | |
| AUM | $16.6B | $865.2B | |
| Dividend Yield | 1.27% | 1.09% | |
| Holdings | 197 | 508 | |
| YTD Return | +8.19% | +9.93% | |
| 1Y Return | +14.83% | +19.59% | |
| 3Y Return (annualized) | +13.98% | +19.41% | |
| 5Y Return (annualized) | +11.46% | +12.89% | |
| Volatility (annualized) | 13.5% | 15.1% | |
| Max Drawdown | -32.2% | -56.5% | |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 22, 2013 | May 15, 2000 |
DGRW vs IVV Performance
WisdomTree US Quality Dividend Growth Fund (DGRW) is a ETF from WisdomTree Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DGRW returned +14.83% while IVV returned +19.59%. Year to date, DGRW is up 8.19% versus a gain of 9.93% for IVV.
Over three years, DGRW compounded at +13.98% per year against +19.41% for IVV; over five years the annualized figures are +11.46% and +12.89% respectively. Across the full 13-year window we track, DGRW has the edge at +11.63% annualized vs +6.91%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.5% for DGRW. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -32.2% for DGRW and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DGRW charges 0.28% per year while IVV charges 0.03%. On a $10,000 position that is $28 vs $3 annually, a gap of $25 per year that compounds over a long holding period. On income, DGRW currently yields 1.27% against 1.09% for IVV.
Holdings Overlap
DGRW and IVV share 134 holdings out of 566 unique holdings combined, representing a 47.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DGRW | Weight in IVV | Difference |
|---|---|---|---|
| NVDA | 7.54% | 7.76% | 0.22% |
| AAPL | 5.49% | 7.44% | 1.95% |
| MSFT | 4.73% | 4.57% | 0.16% |
| GOOG | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
See all 10 holdings DGRW shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, DGRW or IVV?
DGRW has an expense ratio of 0.28% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $25 per year of difference.
Which performed better, DGRW or IVV?
Over the past year DGRW returned +14.83% vs +19.59% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (13 years), DGRW annualized +11.63% vs +6.91% for IVV. Past performance does not guarantee future results.
Which is riskier, DGRW or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 13.5% for DGRW. Worst drawdown: DGRW -32.2% vs IVV -56.5%.
Should I hold both DGRW and IVV?
DGRW and IVV have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between DGRW and IVV?
DGRW and IVV share 134 common holdings with a 47.6% weight overlap. Combined, they hold 566 unique securities.
Which pays a higher dividend, DGRW or IVV?
DGRW yields 1.27% while IVV yields 1.09%, so DGRW currently pays the higher dividend yield.
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