DGRW vs SPHQ overlap - what they share and where they differ

DGRW and SPHQ share 24.4% of their weight across 39 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.

DGRW and SPHQ

24.4%

39 shared positions

DGRW

WisdomTree U.S. Quality Dividend Growth Fund

Reported positions cover 100% of the fund, 194 positions · Jun 30, 2026

Top 10: 38.4%·Holdings of DGRW

SPHQ

Invesco S&P 500 Quality ETF

Reported positions cover 100% of the fund, 99 positions · Apr 30, 2026

Top 10: 40.7%·Holdings of SPHQ

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

SPHQ vs DGRW side by side

DGRWWisdomTree U.S. Quality Dividend Growth Fund

194

stock positions reported to the SEC

75.5% of its weight is in 155 names SPHQ does not hold

SPHQInvesco S&P 500 Quality ETF

99

stock positions reported to the SEC

38.7% of its weight is in 60 names DGRW does not hold

Where each fund's weight sits

DGRW
SPHQ
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
45.7%
39.9%
Consumer Defensive
7.0%
14.5%
Financial Services
8.3%
13.2%
Healthcare
12.5%
10.7%
Consumer Cyclical
9.1%
4.9%

The widest gap is Consumer Defensive: SPHQ has 7.5 points more of it.

The figures side by side

DGRWSPHQ
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported19499
Weight of the ten largest38.4%40.7%
Largest positionNVDA 7.9%COST 4.8%
Held alone155 positions, 75.5%60 positions, 38.7%
Covered by stock positions100%100%

Holdings they share

StockIn DGRWIn SPHQCounted
AAPLAPPLE INC3.86%4.50%3.86%
KOCOCA-COLA COMPANY (THE)2.88%3.33%2.88%
CATCATERPILLAR INC1.80%3.78%1.80%
AMATAPPLIED MATERIALS INC1.71%2.79%1.71%
CSCOCISCO SYSTEMS INC1.44%3.54%1.44%
VVISA INC1.41%4.68%1.41%
PGPROCTER & GAMBLE COMPANY (THE)1.40%3.46%1.40%
GILDGILEAD SCIENCES INC1.25%2.27%1.25%
MRKMERCK & COMPANY INC1.18%2.86%1.18%
LRCXLAM RESEARCH CORP0.90%4.09%0.90%

What each holds alone

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

Only in DGRW

NVDANVIDIA CORP7.94%
MSFTMICROSOFT CORP5.74%
GOOGLALPHABET INC4.62%
METAMETA PLATFORMS INC2.97%
UNHUNITEDHEALTH GROUP INC2.92%
HDHOME DEPOT INC (THE)2.81%
AVGOBROADCOM INC2.34%
JNJJOHNSON & JOHNSON2.34%
ORCLORACLE CORP2.34%
ABBVABBVIE INC2.07%

Only in SPHQ

GENERAL ELECTRIC CO.4.16%
GEVGE Vernova Inc.3.15%
WDCWestern Digital Corp.2.15%
TJX COS., INC. (THE)1.79%
EATON CORP. PLC1.64%
APPAppLovin Corp.1.56%
ADBEAdobe Inc.1.44%
PGRProgressive Corp. (The)1.40%
TTTrane Technologies PLC1.29%
MMM3M Co.1.17%

Questions people ask

Is DGRW the same as SPHQ?

24.4% of their weight sits in the same 39 holdings. DGRW also reports NVDA, MSFT, GOOGL, which the other does not. SPHQ also reports GENERAL ELECTRIC CO., GEV, WDC, which the other does not.

How is the overlap between DGRW and SPHQ 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 DGRW and 100% of SPHQ, so the number cannot exceed the smaller coverage.

Which holds more, SPHQ or DGRW?

DGRW reports 194 stock positions and SPHQ reports 99. 75.5% of DGRW's weight sits in names SPHQ does not hold, and 38.7% of SPHQ's weight in names DGRW does not hold. The ten largest positions are 38.4% of DGRW and 40.7% of SPHQ.

How do DGRW and SPHQ differ by sector?

The widest gap is Consumer Defensive: SPHQ has 7.5 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.