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 (2.90%).

Side-by-side metrics

MetricDGRWHDV
Expense ratio
Annual fee. Lower is better.
0.28%0.08%
Dividend yield
Trailing 12-month yield.
1.27%2.90%
AUM
Assets under management — bigger funds are typically more liquid.
$16.60B$13.66B
YTD return
7.95%16.00%
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.
0.820.32
P/E ratio
25.6921.95
Last price
$96.39$27.62
Inception
Issuer
WisdomTreeiShares

DGRW top holdings

Top holdings · DGRW
NVDANVIDIA Corp7.95%
MSFTMicrosoft Corp5.75%
AAPLApple Inc3.87%
METAMeta Platforms Inc Class A2.97%
UNHUnitedHealth Group Inc2.92%
KOCoca-Cola Co2.88%
HDThe Home Depot Inc2.81%
JNJJohnson & Johnson2.34%
AVGOBroadcom Inc2.34%
ORCLOracle Corp2.34%
Sector breakdown · DGRW
Consumer Cyclical8.0%
Basic Materials2.8%
Consumer Defensive6.7%
Technology33.8%
Communication Services11.1%
Financial Services8.4%
Utilities0.2%
Industrials11.8%
Energy4.4%
Healthcare12.8%

HDV top holdings

Top holdings · HDV
XOMExxon Mobil Corp7.26%
ABBVAbbVie Inc6.48%
CVXChevron Corp5.41%
VZVerizon Communications Inc5.23%
HDThe Home Depot Inc4.96%
PGProcter & Gamble Co4.81%
PMPhilip Morris International Inc4.42%
PFEPfizer Inc4.31%
MRKMerck & Co Inc4.12%
KOCoca-Cola Co3.98%
Sector breakdown · HDV
Consumer Cyclical9.3%
Basic Materials0.8%
Consumer Defensive24.3%
Technology0.9%
Communication Services5.2%
Financial Services4.7%
Utilities8.2%
Industrials2.8%
Energy19.8%
Healthcare23.9%

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 $16.6B in assets under management, an expense ratio of 0.28%, a dividend yield of 1.27%. Its largest holding is NVIDIA Corp (NVDA), which represents 7.9% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 8.0%.

About HDV

HDV (iShares Core High Dividend ETF) is US high-dividend stocks with quality screen. Managed by iShares, the fund carries $13.7B in assets under management, an expense ratio of 0.08%, a dividend yield of 2.90%. Its largest holding is Exxon Mobil Corp (XOM), which represents 7.3% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 9.3%.