DGRO vs IWX overlap - what they share and where they differ
DGRO and IWX share 53.6% of their weight across 92 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 IWX
53.6%
92 shared positions
DGRO
iShares Core Dividend Growth ETF
Reported positions cover 100% of the fund, 386 positions · Jul 31, 2026
Top 10: 27.2%·Holdings of DGRO
IWX
iShares Russell Top 200 Value ETF
Reported positions cover 100% of the fund, 151 positions · Jun 30, 2026
Top 10: 39.0%·Holdings of IWX
Reported positions cover DGRO 100%, IWX 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
IWX vs DGRO side by side
DGROiShares Core Dividend Growth ETF
386
stock positions reported to the SEC
27.8% of its weight is in 294 names IWX does not hold
IWXiShares Russell Top 200 Value ETF
151
stock positions reported to the SEC
33.4% of its weight is in 59 names DGRO does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Consumer Cyclical: IWX has 12.2 points more of it.
The figures side by side
| DGRO | IWX | |
|---|---|---|
| Filing date | Jul 31, 2026 | Jun 30, 2026 |
| Stock positions reported | 386 | 151 |
| Weight of the ten largest | 27.2% | 39.0% |
| Largest position | MSFT 3.2% | AMZN 8.3% |
| Held alone | 294 positions, 27.8% | 59 positions, 33.4% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In DGRO | In IWX | Counted |
|---|---|---|---|
| MSFTMICROSOFT CORP | 3.24% | 5.44% | 3.24% |
| JPMJP MORGAN CHASE & COMPANY | 3.16% | 3.44% | 3.16% |
| AAPLAPPLE INC | 2.86% | 7.53% | 2.86% |
| JNJJOHNSON & JOHNSON | 3.07% | 2.40% | 2.40% |
| XOMEXXONMOBIL HOLDINGS CORP | 2.87% | 2.23% | 2.23% |
| ABBVABBVIE INC | 2.96% | 1.61% | 1.61% |
| UNHUNITEDHEALTH GROUP INC | 1.76% | 1.47% | 1.47% |
| BACBANK OF AMERICA CORP | 1.83% | 1.38% | 1.38% |
| PGPROCTER & GAMBLE COMPANY (THE) | 2.17% | 1.34% | 1.34% |
| CSCOCISCO SYSTEMS INC | 1.33% | 1.82% | 1.33% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in DGRO
Only in IWX
Questions people ask
Is DGRO the same as IWX?
53.6% of their weight sits in the same 92 holdings. DGRO also reports AVGO, LLY, V, which the other does not. IWX also reports AMZN, BRK.A, INTC, which the other does not.
How is the overlap between DGRO and IWX 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 IWX, so the number cannot exceed the smaller coverage.
Which holds more, IWX or DGRO?
DGRO reports 386 stock positions and IWX reports 151. 27.8% of DGRO's weight sits in names IWX does not hold, and 33.4% of IWX's weight in names DGRO does not hold. The ten largest positions are 27.2% of DGRO and 39.0% of IWX.
How do DGRO and IWX differ by sector?
The widest gap is Consumer Cyclical: IWX has 12.2 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.
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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.