DGRW vs SHY
WisdomTree US Quality Dividend Growth Fund vs iShares 1-3 Year Treasury Bond ETF
DGRW$96.47
WisdomTree US Quality Dividend Growth Fund
Dividend-paying US large caps with quality and growth screens.
Expense: 0.28%Yield: 1.27%
SHY$81.91
iShares 1-3 Year Treasury Bond ETF
Short-term US Treasuries (1-3 years).
Expense: 0.15%Yield: 3.68%
Quick take
- • SHY has the lower expense ratio at 0.15% vs 0.28% for DGRW.
- • SHY pays a higher dividend yield (3.68%).
Side-by-side metrics
| Metric | DGRW | SHY |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.28% | 0.15% |
Dividend yield Trailing 12-month yield. | 1.27% | 3.68% |
AUM Assets under management — bigger funds are typically more liquid. | $16.60B | $25.36B |
YTD return | 7.95% | 0.56% |
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. | 0.82 | 0.22 |
P/E ratio | 25.72 | 3,723.18 |
Last price | $96.47 | $81.91 |
Inception | — | — |
Issuer | WisdomTree | iShares |
DGRW top holdings
Top holdings · DGRW
| NVDA | NVIDIA Corp | 7.95% |
| MSFT | Microsoft Corp | 5.75% |
| AAPL | Apple Inc | 3.87% |
| META | Meta Platforms Inc Class A | 2.97% |
| UNH | UnitedHealth Group Inc | 2.92% |
| KO | Coca-Cola Co | 2.88% |
| HD | The Home Depot Inc | 2.81% |
| JNJ | Johnson & Johnson | 2.34% |
| AVGO | Broadcom Inc | 2.34% |
| ORCL | Oracle Corp | 2.34% |
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%
SHY top holdings
Holdings data unavailable for SHY.
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 SHY
SHY (iShares 1-3 Year Treasury Bond ETF) is Short-term US Treasuries (1-3 years). Managed by iShares, the fund carries $25.4B in assets under management, an expense ratio of 0.15%, a dividend yield of 3.68%.