DGRW vs IEFA

WisdomTree US Quality Dividend Growth Fund vs iShares Core MSCI EAFE ETF

Quick take
  • IEFA has the lower expense ratio at 0.07% vs 0.28% for DGRW.
  • IEFA pays a higher dividend yield (3.32%).

Side-by-side metrics

MetricDGRWIEFA
Expense ratio
Annual fee. Lower is better.
0.28%0.07%
Dividend yield
Trailing 12-month yield.
1.32%3.32%
AUM
Assets under management — bigger funds are typically more liquid.
$16.44B$180.74B
YTD return
6.84%9.46%
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.
0.850.91
P/E ratio
25.8618.11
Last price
$94.84$96.28
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%

IEFA top holdings

Top holdings · IEFA
ASML.ASASML Holding NV2.17%
HSBA.LHSBC Holdings PLC1.24%
AZN.LAstraZeneca PLC1.15%
ROP.SWRoche Holding AG Ordinary Shares new1.13%
NOVN.SWNovartis AG Registered Shares1.09%
NESN.SWNestle SA1.04%
SHEL.LShell PLC1.01%
SIE.DESiemens AG0.88%
CBA.AXCommonwealth Bank of Australia0.83%
8306.TMitsubishi UFJ Financial Group Inc0.81%
Sector breakdown · IEFA
Real Estate3.1%
Consumer Cyclical8.2%
Basic Materials6.6%
Consumer Defensive6.4%
Technology10.2%
Communication Services4.5%
Financial Services23.0%
Utilities3.8%
Industrials20.5%
Energy4.0%
Healthcare9.8%

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 IEFA

IEFA (iShares Core MSCI EAFE ETF) is Developed-market equities ex-US/Canada. Managed by iShares, the fund carries $180.7B in assets under management, an expense ratio of 0.07%, a dividend yield of 3.32%. Its largest holding is ASML Holding NV (ASML.AS), which represents 2.2% of the portfolio. Real Estate is the fund's largest sector exposure at 3.1%.