DGRW vs HDV

WisdomTree US Quality Dividend Growth Fund vs iShares Core High Dividend ETF

Quick take
  • HDV has the lower expense ratio at 0.08% vs 0.28% for DGRW.
  • HDV pays a higher dividend yield (2.88%).

Side-by-side metrics

MetricDGRWHDV
Expense ratio
Annual fee. Lower is better.
0.28%0.08%
Dividend yield
Trailing 12-month yield.
1.32%2.88%
AUM
Assets under management — bigger funds are typically more liquid.
$16.44B$13.57B
YTD return
6.84%12.20%
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.
0.850.37
P/E ratio
25.8621.90
Last price
$94.84$26.91
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%

HDV top holdings

Top holdings · HDV
XOMExxon Mobil Corp8.42%
CVXChevron Corp6.42%
JNJJohnson & Johnson5.68%
ABBVAbbVie Inc5.44%
PGProcter & Gamble Co4.46%
PMPhilip Morris International Inc4.17%
HDThe Home Depot Inc4.07%
KOCoca-Cola Co3.86%
PGRProgressive Corp3.79%
MRKMerck & Co Inc3.77%
Sector breakdown · HDV
Consumer Cyclical6.1%
Basic Materials1.1%
Consumer Defensive24.1%
Technology8.2%
Financial Services11.1%
Utilities9.2%
Industrials1.4%
Energy22.3%
Healthcare16.5%

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 HDV

HDV (iShares Core High Dividend ETF) is US high-dividend stocks with quality screen. Managed by iShares, the fund carries $13.6B in assets under management, an expense ratio of 0.08%, a dividend yield of 2.88%. Its largest holding is Exxon Mobil Corp (XOM), which represents 8.4% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 6.1%.