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

DGRW and XHB share 3.5% of their weight across 6 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 XHB

3.5%

6 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

XHB

State Street(R) SPDR(R) S&P(R) Homebuilders ETF

Reported positions cover 100% of the fund, 35 positions · Jun 30, 2026

Top 10: 35.6%·Holdings of XHB

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

XHB vs DGRW side by side

DGRWWisdomTree U.S. Quality Dividend Growth Fund

194

stock positions reported to the SEC

96.4% of its weight is in 188 names XHB does not hold

XHBState Street(R) SPDR(R) S&P(R) Homebuilders ETF

35

stock positions reported to the SEC

79.5% of its weight is in 29 names DGRW does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
45.7%
16.0%
Industrials
0.0%
40.8%
Consumer Cyclical
9.1%
13.6%
Healthcare
12.5%
3.2%
Basic Materials
0.0%
11.1%
Financial Services
8.3%
0.0%

The widest gap is Industrials: XHB has 40.8 points more of it.

The figures side by side

DGRWXHB
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported19435
Weight of the ten largest38.4%35.6%
Largest positionNVDA 7.9%OC 4.1%
Held alone188 positions, 96.4%29 positions, 79.5%
Covered by stock positions100%100%

Holdings they share

StockIn DGRWIn XHBCounted
HDHOME DEPOT INC (THE)2.81%3.28%2.81%
WSMWILLIAMS SONOMA INC0.23%3.34%0.23%
PHMPULTEGROUP INC0.21%3.43%0.21%
TOLTOLL BROTHERS INC0.13%3.52%0.13%
LIILENNOX INTERNATIONAL INC0.06%3.37%0.06%
MTHMERITAGE HOMES CORP0.05%3.52%0.05%

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%
AAPLAPPLE INC3.86%
METAMETA PLATFORMS INC2.97%
UNHUNITEDHEALTH GROUP INC2.92%
KOCOCA-COLA COMPANY (THE)2.88%
AVGOBROADCOM INC2.34%
JNJJOHNSON & JOHNSON2.34%
ORCLORACLE CORP2.34%

Only in XHB

OCOwens Corning4.10%
WMSAdvanced Drainage Systems Inc3.59%
BLDRBuilders FirstSource Inc3.56%
KBHKB Home3.56%
IBPInstalled Building Products Inc3.48%
MASMasco Corp3.40%
SGISomnigroup International Inc3.40%
SKYChampion Homes Inc3.33%
DR HORTON INC3.29%
CARLISLE COS INC3.28%

Questions people ask

Is DGRW the same as XHB?

3.5% of their weight sits in the same 6 holdings. DGRW also reports NVDA, MSFT, GOOGL, which the other does not. XHB also reports OC, WMS, BLDR, which the other does not.

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

Which holds more, XHB or DGRW?

DGRW reports 194 stock positions and XHB reports 35. 96.4% of DGRW's weight sits in names XHB does not hold, and 79.5% of XHB's weight in names DGRW does not hold. The ten largest positions are 38.4% of DGRW and 35.6% of XHB.

How do DGRW and XHB differ by sector?

The widest gap is Industrials: XHB has 40.8 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.