DGRO vs IUSV overlap - what they share and where they differ

DGRO and IUSV share 47.6% of their weight across 308 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

DGRO and IUSV

47.6%

308 shared positions

DGRO

iShares Core Dividend Growth ETF

Reported positions cover 100% of the fund, 385 positions · Apr 30, 2026

Top 10: 26.5%·Holdings of DGRO

IUSV

iShares Core S&P U.S. Value ETF

Reported positions cover 100% of the fund, 716 positions · Jun 30, 2026

Top 10: 22.4%·Holdings of IUSV

Reported positions cover DGRO 100%, IUSV 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

IUSV vs DGRO side by side

DGROiShares Core Dividend Growth ETF

385

stock positions reported to the SEC

14.9% of its weight is in 77 names IUSV does not hold

IUSViShares Core S&P U.S. Value ETF

716

stock positions reported to the SEC

43.1% of its weight is in 408 names DGRO does not hold

Where each fund's weight sits

DGRO
IUSV
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
22.5%
23.3%
Financial Services
20.3%
14.5%
Healthcare
17.2%
12.4%
Consumer Cyclical
9.1%
13.3%
Consumer Defensive
9.3%
7.8%

The widest gap is Financial Services: DGRO has 5.7 points more of it.

The figures side by side

DGROIUSV
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported385716
Weight of the ten largest26.5%22.4%
Largest positionAVGO 3.3%AAPL 6.9%
Held alone77 positions, 14.9%408 positions, 43.1%
Covered by stock positions100%100%

Holdings they share

StockIn DGROIn IUSVCounted
AAPLAPPLE INC2.93%6.90%2.93%
UNHUNITEDHEALTH GROUP INC2.31%1.23%1.23%
BACBANK OF AMERICA CORP1.83%1.21%1.21%
HDHOME DEPOT INC (THE)1.89%1.14%1.14%
PGPROCTER & GAMBLE COMPANY (THE)2.07%1.11%1.11%
MRKMERCK & COMPANY INC1.75%1.03%1.03%
WMTWALMART INC0.95%1.61%0.95%
JPMJP MORGAN CHASE & COMPANY3.04%0.91%0.91%
VVISA INC1.05%0.83%0.83%
WFCWELLS FARGO & COMPANY1.29%0.82%0.82%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in DGRO

AVGOBROADCOM INC3.25%
MSFTMICROSOFT CORP2.91%
EXXON MOBIL CORP2.90%
LLYELI LILLY & COMPANY1.14%
CATCATERPILLAR INC0.79%
RTXRTX CORP0.68%
AMATAPPLIED MATERIALS INC0.38%
LRCXLAM RESEARCH CORP0.35%
APHAMPHENOL CORP0.29%
KLACKLA CORP0.27%

Only in IUSV

AMZNAMAZON.COM INC3.56%
INTCINTEL CORP2.14%
XOMEXXONMOBIL HOLDINGS CORP1.84%
TSLATESLA INC1.46%
CVXCHEVRON CORP1.01%
TXNTEXAS INSTRUMENTS INC0.88%
WDCWESTERN DIGITAL CORP0.72%
GEGE AEROSPACE0.61%
VZVERIZON COMMUNICATIONS INC0.57%
DISWALT DISNEY COMPANY (THE)0.54%

Questions people ask

Is DGRO the same as IUSV?

47.6% of their weight sits in the same 308 holdings. DGRO also reports AVGO, MSFT, EXXON MOBIL CORP, which the other does not. IUSV also reports AMZN, INTC, XOM, which the other does not.

How is the overlap between DGRO and IUSV measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of DGRO and 100% of IUSV, so the number cannot exceed the smaller coverage.

Which holds more, IUSV or DGRO?

DGRO reports 385 stock positions and IUSV reports 716. 14.9% of DGRO's weight sits in names IUSV does not hold, and 43.1% of IUSV's weight in names DGRO does not hold. The ten largest positions are 26.5% of DGRO and 22.4% of IUSV.

How do DGRO and IUSV differ by sector?

The widest gap is Financial Services: DGRO has 5.7 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

IUSV against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.