ETF comparison
DGRO vs USMV
Dividend vs Low Volatility Factor.
iShares Core Dividend Growth ETF · iShares MSCI USA Min Vol Factor ETF
Holdings overlap
90 positions appear in both funds. Buying equal dollars of DGRO and USMV would leave roughly 35.2% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
DGRO is 7 bps cheaper than USMV. On a $100,000 position that's about $70/yr more in fees for USMV.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DGRO vs USMV.
Top shared holdings
90 shared in total| # | Holding | In DGRO | In USMV | Overlap |
|---|---|---|---|---|
| 1 | CISCO SYSTEMS INC | 1.73% | 1.80% | 1.73% |
| 2 | EXXON MOBIL CORP | 2.90% | 1.60% | 1.60% |
| 3 | MICROSOFT CORP | 2.91% | 1.56% | 1.56% |
| 4 | JOHNSON & JOHNSON | 2.64% | 1.43% | 1.43% |
| 5 | COCA-COLA COMPANY (THE) | 1.79% | 1.19% | 1.19% |
| 6 | MERCK & COMPANY INC | 1.75% | 1.17% | 1.17% |
| 7 | INTERNATIONAL BUSINESS MACHINES CORP | 1.27% | 1.11% | 1.11% |
| 8 | PROCTER & GAMBLE COMPANY (THE) | 2.07% | 1.10% | 1.10% |
| 9 | MCDONALD'S CORP | 1.04% | 1.24% | 1.04% |
| 10 | PEPSICO INC | 1.70% | 1.01% | 1.01% |
| 11 | VISA INC | 1.05% | 0.94% | 0.94% |
| 12 | WALMART INC | 0.95% | 0.87% | 0.87% |
Only in DGRO
304 total- JP MORGAN CHASE & COMPANY 3.04%
- BANK OF AMERICA CORP 1.83%
- WELLS FARGO & COMPANY 1.29%
- MORGAN STANLEY 1.28%
- GOLDMAN SACHS GROUP INC (THE) 1.18%
- CITIGROUP INC 1.12%
- CONOCOPHILLIPS 0.99%
- CATERPILLAR INC 0.79%
- UNION PACIFIC CORP 0.77%
- BLACKROCK INC 0.72%
Only in USMV
80 total- NVIDIA CORPORATION 1.63%
- VERIZON COMMUNICATIONS INC. 1.49%
- BERKSHIRE HATHAWAY INC. 1.41%
- VERTEX PHARMACEUTICALS INCORPORATED 1.36%
- WASTE CONNECTIONS, INC. 1.28%
- NEWMONT CORPORATION 1.18%
- T-MOBILE US, INC. 1.16%
- THE PROGRESSIVE CORPORATION 1.07%
- CBOE GLOBAL MARKETS, INC. 1.06%
- AT&T INC. 0.99%
Open DGRO or USMV at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.