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

DGRW and VIG share 45.8% of their weight across 90 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 VIG

45.8%

90 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

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND

Reported positions cover 99% of the fund, 309 positions · Apr 30, 2026

Top 10: 32.5%·Holdings of VIG

Reported positions cover DGRW 100%, VIG 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VIG vs DGRW side by side

DGRWWisdomTree U.S. Quality Dividend Growth Fund

194

stock positions reported to the SEC

41.5% of its weight is in 104 names VIG does not hold

VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND

309

stock positions reported to the SEC

36.8% of its weight is in 219 names DGRW does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
45.7%
29.9%
Healthcare
12.5%
16.5%
Financial Services
8.3%
15.7%
Consumer Defensive
7.0%
10.2%
Consumer Cyclical
9.1%
6.3%

The widest gap is Technology: DGRW has 15.7 points more of it.

The figures side by side

DGRWVIG
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported194309
Weight of the ten largest38.4%32.5%
Largest positionNVDA 7.9%AVGO 5.2%
Held alone104 positions, 41.5%219 positions, 36.8%
Covered by stock positions100%99%

Holdings they share

StockIn DGRWIn VIGCounted
MSFTMICROSOFT CORP5.74%3.97%3.97%
AAPLAPPLE INC3.86%4.07%3.86%
AVGOBROADCOM INC2.34%5.18%2.34%
JNJJOHNSON & JOHNSON2.34%2.49%2.34%
CATCATERPILLAR INC1.80%1.87%1.80%
ABBVABBVIE INC2.07%1.68%1.68%
LLYELI LILLY & COMPANY1.53%3.34%1.53%
UNHUNITEDHEALTH GROUP INC2.92%1.51%1.51%
HDHOME DEPOT INC (THE)2.81%1.47%1.47%
CSCOCISCO SYSTEMS INC1.44%1.63%1.44%

What each holds alone

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

Only in DGRW

NVDANVIDIA CORP7.94%
GOOGLALPHABET INC4.62%
METAMETA PLATFORMS INC2.97%
AMATAPPLIED MATERIALS INC1.71%
XOMEXXONMOBIL HOLDINGS CORP1.59%
TMUST-MOBILE US INC1.47%
CVXCHEVRON CORP1.37%
GLWCORNING INC1.23%
VZVERIZON COMMUNICATIONS INC1.14%
SCHWCHARLES SCHWAB CORP (THE)0.95%

Only in VIG

JPMORGAN CHASE & CO3.59%
EXXON MOBIL CORP2.90%
GSGoldman Sachs Group Inc/The1.19%
LINLinde PLC1.05%
MSMorgan Stanley1.03%
PEPPepsiCo Inc0.98%
NEENextEra Energy Inc0.92%
AMGNAmgen Inc0.84%
EATON CORP PLC0.76%
ABTAbbott Laboratories0.71%

Questions people ask

Is DGRW the same as VIG?

45.8% of their weight sits in the same 90 holdings. DGRW also reports NVDA, GOOGL, META, which the other does not. VIG also reports JPMORGAN CHASE & CO, EXXON MOBIL CORP, GS, which the other does not.

How is the overlap between DGRW and VIG 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 99% of VIG, so the number cannot exceed the smaller coverage.

Which holds more, VIG or DGRW?

DGRW reports 194 stock positions and VIG reports 309. 41.5% of DGRW's weight sits in names VIG does not hold, and 36.8% of VIG's weight in names DGRW does not hold. The ten largest positions are 38.4% of DGRW and 32.5% of VIG.

How do DGRW and VIG differ by sector?

The widest gap is Technology: DGRW has 15.7 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.

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.