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ETF comparison

DGRW vs SPHD

Both Dividend.

WisdomTree U.S. Quality Dividend Growth Fund · Invesco S&P 500 High Dividend Low Volatility ETF

Holdings overlap

Weighted by ISIN/CUSIP
3.8 %

6 positions appear in both funds. Buying equal dollars of DGRW and SPHD would leave roughly 3.8% of each dollar exposed to the same underlying securities.

DGRW unmatched 96.2% Shared 3.8% SPHD unmatched 96.0%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In DGRW only
191 positions
Shared
6 positions
In SPHD only
45 positions

Side by side

DGRW

WisdomTree U.S. Quality Dividend Growth Fund

WisdomTree · Dividend

79 composite / 100
Expense ratio
0.28%
Net assets
$16.93B
TTM yield
1.25%
Top-10 conc.
36.1%
SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco · Dividend

73 composite / 100
Expense ratio
0.30%
Net assets
$3.42B
TTM yield
4.71%
Top-10 conc.
28.6%

Sub-score comparison

72
Cost
70
78
Tax efficiency
71
100
Liquidity
80
63
Concentration
73
—
Tracking quality
—
DGRW sub-score SPHD

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

DGRW is 2 bps cheaper than SPHD. On a $100,000 position that's about $20/yr more in fees for SPHD.

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 DGRW vs SPHD.

Top shared holdings

6 shared in total
# Holding In DGRW In SPHD Overlap
1 CHEVRON CORP 1.37% 2.00% 1.37%
2 VERIZON COMMUNICATIONS INC 1.14% 3.32% 1.14%
3 AT&T INC 0.79% 2.68% 0.79%
4 HUNTINGTON BANCSHARES INC 0.27% 1.42% 0.27%
5 CONOCOPHILLIPS 0.12% 1.58% 0.12%
6 EOG RESOURCES INC 0.06% 1.41% 0.06%

Only in DGRW

191 total
  • NVIDIA CORP 7.94%
  • MICROSOFT CORP 5.74%
  • APPLE INC 3.86%
  • META PLATFORMS INC 2.97%
  • UNITEDHEALTH GROUP INC 2.92%
  • COCA-COLA COMPANY (THE) 2.88%
  • HOME DEPOT INC (THE) 2.81%
  • JOHNSON & JOHNSON 2.34%
  • BROADCOM INC 2.34%
  • ORACLE CORP 2.34%

Only in SPHD

45 total
  • Pfizer Inc. 3.41%
  • General Mills, Inc. 3.32%
  • Kraft Heinz Co. (The) 2.94%
  • VICI Properties Inc. 2.87%
  • Comcast Corp. 2.71%
  • Altria Group, Inc. 2.49%
  • Crown Castle Inc. 2.45%
  • Healthpeak Properties, Inc. 2.38%
  • Clorox Co. (The) 2.36%
  • Paychex, Inc. 2.31%

Percentages are holdings overlap with the named fund.

Open DGRW or SPHD 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.