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

DGRW and SPY share 48.7% of their weight across 134 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 SPY

48.7%

134 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

SPY

SPY

Reported positions cover 100% of the fund, 499 positions · Jun 30, 2026

Top 10: 37.9%·Holdings of SPY

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

SPY vs DGRW side by side

DGRWWisdomTree U.S. Quality Dividend Growth Fund

194

stock positions reported to the SEC

6.8% of its weight is in 60 names SPY does not hold

SPY

499

stock positions reported to the SEC

45.5% of its weight is in 365 names DGRW does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
45.7%
48.8%
Healthcare
12.5%
9.3%
Consumer Cyclical
9.1%
9.8%
Financial Services
8.3%
9.7%
Consumer Defensive
7.0%
0.0%
Industrials
0.0%
3.9%

The widest gap is Consumer Defensive: DGRW has 7.0 points more of it.

The figures side by side

DGRWSPY
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported194499
Weight of the ten largest38.4%37.9%
Largest positionNVDA 7.9%NVDA 7.5%
Held alone60 positions, 6.8%365 positions, 45.5%
Covered by stock positions100%100%

Holdings they share

StockIn DGRWIn SPYCounted
NVDANVIDIA CORP7.94%7.52%7.52%
GOOGLALPHABET INC4.62%5.84%4.62%
MSFTMICROSOFT CORP5.74%4.30%4.30%
AAPLAPPLE INC3.86%6.59%3.86%
AVGOBROADCOM INC2.34%2.77%2.34%
METAMETA PLATFORMS INC2.97%1.92%1.92%
LLYELI LILLY & COMPANY1.53%1.47%1.47%
JNJJOHNSON & JOHNSON2.34%0.95%0.95%
AMATAPPLIED MATERIALS INC1.71%0.89%0.89%
VVISA INC1.41%0.88%0.88%

What each holds alone

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

Only in DGRW

XOMEXXONMOBIL HOLDINGS CORP1.59%
TJXTJX COMPANIES INC (THE)0.64%
GEGE AEROSPACE0.63%
DHID.R. HORTON INC0.37%
FERGFERGUSON ENTERPRISES INC0.28%
JBHTJ.B. HUNT TRANSPORT SERVICES INC0.21%
FCNCAFIRST CITIZENS BANCSHARES INC0.19%
RSRELIANCE INC0.15%
TOLTOLL BROTHERS INC0.13%
WCCWESCO INTERNATIONAL INC0.13%

Only in SPY

AMZNAmazon.com Inc3.62%
MUMicron Technology Inc2.02%
TSLATesla Inc1.84%
AMDAdvanced Micro Devices Inc1.47%
BRK.ABerkshire Hathaway Inc1.42%
JPMORGAN CHASE & CO1.36%
INTCIntel Corp1.02%
EXXON MOBIL CORP0.88%
GENERAL ELECTRIC CO0.60%
SNDKSandisk Corp0.52%

Questions people ask

Is DGRW the same as SPY?

48.7% of their weight sits in the same 134 holdings. DGRW also reports XOM, TJX, GE, which the other does not. SPY also reports AMZN, MU, TSLA, which the other does not.

How is the overlap between DGRW and SPY 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 SPY, so the number cannot exceed the smaller coverage.

Which holds more, SPY or DGRW?

DGRW reports 194 stock positions and SPY reports 499. 6.8% of DGRW's weight sits in names SPY does not hold, and 45.5% of SPY's weight in names DGRW does not hold. The ten largest positions are 38.4% of DGRW and 37.9% of SPY.

How do DGRW and SPY differ by sector?

The widest gap is Consumer Defensive: DGRW has 7.0 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.

Other pairs with these funds

SPY 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.