DGRW vs DVY

WisdomTree US Quality Dividend Growth Fund vs iShares Select Dividend ETF

Quick take
  • DGRW has the lower expense ratio at 0.28% vs 0.38% for DVY.
  • DVY pays a higher dividend yield (3.38%).

Side-by-side metrics

MetricDGRWDVY
Expense ratio
Annual fee. Lower is better.
0.28%0.38%
Dividend yield
Trailing 12-month yield.
1.32%3.38%
AUM
Assets under management — bigger funds are typically more liquid.
$16.44B$22.86B
YTD return
6.84%9.91%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.850.64
P/E ratio
25.8615.44
Last price
$94.84$152.45
Inception
Issuer
WisdomTreeiShares

DGRW top holdings

Top holdings · DGRW
NVDANVIDIA Corp8.03%
AAPLApple Inc5.47%
MSFTMicrosoft Corp4.89%
METAMeta Platforms Inc Class A3.26%
GOOGLAlphabet Inc Class A3.08%
GOOGAlphabet Inc Class C3.04%
XOMExxon Mobil Corp2.98%
KOCoca-Cola Co2.85%
HDThe Home Depot Inc2.65%
UNHUnitedHealth Group Inc2.63%
Sector breakdown · DGRW
Consumer Cyclical7.9%
Basic Materials3.3%
Consumer Defensive6.9%
Technology30.9%
Communication Services13.6%
Financial Services8.9%
Utilities0.2%
Industrials10.0%
Energy5.3%
Healthcare13.0%

DVY top holdings

Top holdings · DVY
MOAltria Group Inc2.29%
PFEPfizer Inc2.22%
TROWT. Rowe Price Group Inc2.02%
VZVerizon Communications Inc1.85%
PRUPrudential Financial Inc1.84%
OKEONEOK Inc1.83%
HPQHP Inc1.61%
EIXEdison International1.53%
LYBLyondellBasell Industries NV Class A1.53%
GISGeneral Mills Inc1.52%
Sector breakdown · DVY
Consumer Cyclical9.4%
Basic Materials2.3%
Consumer Defensive13.5%
Technology3.4%
Communication Services6.0%
Financial Services24.9%
Utilities24.2%
Industrials2.1%
Energy9.1%
Healthcare5.0%

About DGRW

DGRW (WisdomTree US Quality Dividend Growth Fund) is Dividend-paying US large caps with quality and growth screens. Managed by WisdomTree, the fund carries $16.4B in assets under management, an expense ratio of 0.28%, a dividend yield of 1.32%. Its largest holding is NVIDIA Corp (NVDA), which represents 8.0% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 7.9%.

About DVY

DVY (iShares Select Dividend ETF) is 100 high-dividend-yielding US stocks. Managed by iShares, the fund carries $22.9B in assets under management, an expense ratio of 0.38%, a dividend yield of 3.38%. Its largest holding is Altria Group Inc (MO), which represents 2.3% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 9.4%.