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ETF Overlap Tool: DGRW vs SCHD

Compare portfolio holdings overlap, dividend growth strategy differences, and expense ratios between WisdomTree U.S. Quality Dividend Growth Fund (DGRW) and Schwab U.S. Dividend Equity ETF (SCHD).

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ETF Overlap Overview & Key Metrics
VOO (503 Total) QQQ (101 Total) ONLY IN DGRW 41 Stocks (53.6% Weight) MODERATE HOLDINGS OVERLAP 8 Shared Stocks (16.0%) 14.9% Weight Duplication ONLY IN SCHD 42 Stocks (53.6% Weight)
Overlap by Weight
14.9%
⚡ Moderate Dividend Strategy Overlap
Expense Ratio Gap
0.28% vs 0.06%
SCHD is 4.7x cheaper than DGRW
Unique Holdings
419 vs 17 Stocks
~53.6% Weight Difference
Sector Allocation Breakdown
Information Technology
30.32%
Healthcare
16.65%
Financials
11.08%
Industrials
10.4%
Consumer Discretionary
7.8%
Consumer Staples
7.5%
Communication Services
7.45%
Energy
5.26%
Materials
3.26%
Utilities
0.29%
Healthcare
21.72%
Consumer Staples
19.4%
Energy
15.55%
Information Technology
12.73%
Financials
9.71%
Industrials
7.44%
Consumer Discretionary
7.01%
Communication Services
6.35%
Utilities
0.1%

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Stock Holdings Breakdown (DGRW vs SCHD)

73 Assets
Asset Sector DGRW Weight SCHD Weight Combined (50/50) Status
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Showing 1 to 20 of 73 holdings

DGRW vs SCHD: Portfolio Overlap & Investment Strategy Guide

When evaluating WisdomTree U.S. Quality Dividend Growth Fund (DGRW) versus Schwab U.S. Dividend Equity ETF (SCHD), investors are comparing two distinct ETF strategies. DGRW holds 0 total assets while SCHD contains 0 total assets. Across both portfolios, they share 8 common stock holdings, representing a 14.9% portfolio overlap by weight.

Sector Concentration & Shared Stock Holdings

While both funds invest in equity markets, their internal sector allocations create meaningful differences in portfolio performance and volatility:

  • Primary Sector Focus: DGRW concentrates its largest allocation in Information Technology (30.32%), whereas SCHD allocates its highest weighting to Healthcare (21.72%).
  • Top Shared Holdings: Key overlapping stocks held in both funds include Abbott Laboratories (ABT), Merck & Co., Inc (MRK), The Coca-Cola Company (KO), The Home Depot, Inc (HD).
  • Holdings Distribution: DGRW features 0 holdings compared to 0 holdings in SCHD, affecting single-stock concentration risk.

Strategic Portfolio Insight: Low Overlap & Strong Complementary Diversification

Holding both DGRW and SCHD offers low portfolio duplication with only a 14.9% weight overlap. With 8 shared stocks, these two funds focus on different market segments, making them highly complementary for investors seeking targeted multi-asset diversification.

Expense Ratio Comparison & Performance: DGRW vs SCHD

Beyond portfolio holdings overlap, fund management fees, dividend yields, and sector diversification play a vital role in long-term compounding returns:

1. Annual Management Fee Impact

SCHD charges a lower expense ratio of 0.06% compared to DGRW at 0.28%. SCHD is 4.7x cheaper, saving long-term investors approximately $22 per year for every $100,000 invested.

2. Volatility, Risk & Long-Term Growth Potential

DGRW and SCHD react differently to changing interest rates, market cycles, and sector rotations. Diversifying across funds with different underlying indexes helps reduce portfolio drawdown risk during broader market corrections.

Snowball Portfolio Lab Insight

Want to analyze how combining DGRW and SCHD impacts your total portfolio yield, sector distribution, and historical dividend income? Model your custom asset allocation in the Snowball Analytics Portfolio Lab.

Frequently Asked Questions: DGRW vs SCHD ETF Overlap
What is the portfolio overlap percentage between DGRW and SCHD?
WisdomTree U.S. Quality Dividend Growth Fund (DGRW) and Schwab U.S. Dividend Equity ETF (SCHD) have a 14.9% overlap by weight and share 8 identical stock holdings. DGRW holds 0 total assets while SCHD holds 0 total assets.
What is the main difference between DGRW and SCHD?
The main difference between DGRW and SCHD lies in sector allocation, expense ratio, and portfolio breadth:
  • Sector Focus: DGRW's largest sector is Information Technology (30.32%), whereas SCHD's largest sector is Healthcare (21.72%).
  • Expense Ratio: SCHD has an expense ratio of 0.06%, while DGRW charges 0.28%. SCHD is 4.7x cheaper than DGRW.
  • Portfolio Breadth: DGRW holds 0 total stocks vs SCHD's 0 stocks.
Is it good to hold both DGRW and SCHD in the same portfolio?
Holding both DGRW and SCHD results in a 14.9% portfolio weight overlap across 8 common holdings. Holding both DGRW and SCHD offers strong complementary diversification with low weight overlap (14.9%), allowing investors to combine distinct market segments in a single portfolio.
Which ETF has lower management expense fees: DGRW or SCHD?
SCHD has an expense ratio of 0.06%, while DGRW charges 0.28%. SCHD is 4.7x cheaper than DGRW.
Which ETF is better for long-term investors: DGRW or SCHD?
The ideal choice depends on your investment strategy: DGRW (0.28% expense ratio) provides exposure to WisdomTree U.S. Quality Dividend Growth Fund, while SCHD (0.06% expense ratio) offers exposure to Schwab U.S. Dividend Equity ETF. Comparing sector concentration and historical volatility helps align your choice with long-term goals.
Do DGRW and SCHD pay dividends?
Yes, both DGRW and SCHD pay quarterly dividend distributions to shareholders derived from underlying dividend payments of portfolio companies.