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

DGRO and USMV share 31.8% of their weight across 84 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 USMV

31.8%

84 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

USMV

iShares MSCI USA Min Vol Factor ETF

Reported positions cover 100% of the fund, 170 positions · Apr 30, 2026

Top 10: 15.6%·Holdings of USMV

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

USMV vs DGRO side by side

DGROiShares Core Dividend Growth ETF

385

stock positions reported to the SEC

43.4% of its weight is in 301 names USMV does not hold

USMViShares MSCI USA Min Vol Factor ETF

170

stock positions reported to the SEC

44.4% of its weight is in 86 names DGRO does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
22.5%
27.1%
Financial Services
20.3%
13.3%
Healthcare
17.2%
10.8%
Utilities
0.0%
12.0%
Consumer Cyclical
9.1%
9.5%
Consumer Defensive
9.3%
0.0%

The widest gap is Utilities: USMV has 12.0 points more of it.

The figures side by side

DGROUSMV
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported385170
Weight of the ten largest26.5%15.6%
Largest positionAVGO 3.3%CSCO 1.8%
Held alone301 positions, 43.4%86 positions, 44.4%
Covered by stock positions100%100%

Holdings they share

StockIn DGROIn USMVCounted
CSCOCISCO SYSTEMS INC1.73%1.80%1.73%
MSFTMICROSOFT CORP2.91%1.56%1.56%
JNJJOHNSON & JOHNSON2.64%1.43%1.43%
KOCOCA-COLA COMPANY (THE)1.79%1.19%1.19%
MRKMERCK & COMPANY INC1.75%1.17%1.17%
IBMINTERNATIONAL BUSINESS MACHINES CORP1.27%1.11%1.11%
PGPROCTER & GAMBLE COMPANY (THE)2.07%1.10%1.10%
MCDMCDONALD'S CORP1.04%1.24%1.04%
PEPPEPSICO INC1.70%1.01%1.01%
VVISA INC1.05%0.94%0.94%

What each holds alone

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

Only in DGRO

JPMJP MORGAN CHASE & COMPANY3.04%
EXXON MOBIL CORP2.90%
BACBANK OF AMERICA CORP1.83%
WFCWELLS FARGO & COMPANY1.29%
MSMORGAN STANLEY1.28%
GSGOLDMAN SACHS GROUP INC (THE)1.18%
CCITIGROUP INC1.12%
COPCONOCOPHILLIPS0.99%
CATCATERPILLAR INC0.79%
UNPUNION PACIFIC CORP0.77%

Only in USMV

NVDANVIDIA CORPORATION1.63%
EXXON MOBIL CORPORATION1.60%
VZVERIZON COMMUNICATIONS INC.1.49%
BRK.ABERKSHIRE HATHAWAY INC.1.41%
VRTXVERTEX PHARMACEUTICALS INCORPORATED1.36%
WCNWASTE CONNECTIONS, INC.1.28%
NEMNEWMONT CORPORATION1.18%
TMUST-MOBILE US, INC.1.16%
PGRTHE PROGRESSIVE CORPORATION1.07%
CBOECBOE GLOBAL MARKETS, INC.1.06%

Questions people ask

Is DGRO the same as USMV?

31.8% of their weight sits in the same 84 holdings. DGRO also reports JPM, EXXON MOBIL CORP, BAC, which the other does not. USMV also reports NVDA, EXXON MOBIL CORPORATION, VZ, which the other does not.

How is the overlap between DGRO and USMV 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 USMV, so the number cannot exceed the smaller coverage.

Which holds more, USMV or DGRO?

DGRO reports 385 stock positions and USMV reports 170. 43.4% of DGRO's weight sits in names USMV does not hold, and 44.4% of USMV's weight in names DGRO does not hold. The ten largest positions are 26.5% of DGRO and 15.6% of USMV.

How do DGRO and USMV differ by sector?

The widest gap is Utilities: USMV has 12.0 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.

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.