DGRW was created on 2013-05-22 by WisdomTree. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 15688.98m in AUM and 304 holdings. DGRW tracks the performance of an index that invests in large- and mid-cap dividend-paying US common stocks with growth characteristics.
SCHD was created on 2011-10-20 by Schwab. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 68846.91m in AUM and 101 holdings. SCHD tracks a market-cap-weighted index of 100 dividend-paying US equities.
Key Details
May 22, 2013
Oct 20, 2011
Equity
Equity
Total Market
High Dividend Yield
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
SYPR | 0.60% | $46.42M | +9.19% | 0.00% |
VSTA | -0.69% | $341.66M | +42.00% | 0.00% |
AGL | 0.94% | $985.21M | -59.52% | 0.00% |
HUSA | 1.22% | $21.26M | -8.69% | 0.00% |
CARV | 1.58% | $8.73M | +25.55% | 0.00% |
RLX | 1.62% | $2.05B | +23.63% | 0.43% |
VRCA | 1.82% | $55.59M | -91.95% | 0.00% |
GALT | 1.83% | $140.51M | -2.63% | 0.00% |
LITB | -1.90% | $22.07M | -77.41% | 0.00% |
VSA | -1.94% | $8.76M | -18.25% | 0.00% |
CPSH | 2.00% | $39.66M | +61.54% | 0.00% |
VHC | 2.03% | $48.79M | +87.46% | 0.00% |
AIFU | 2.34% | $6.51B | +93.75% | 0.00% |
ZCMD | 2.34% | $29.29M | -6.45% | 0.00% |
KROS | 2.61% | $541.81M | -68.84% | 0.00% |
BTCT | 2.73% | $22.63M | +43.33% | 0.00% |
MKTX | 3.05% | $8.37B | +15.12% | 1.35% |
K | -3.36% | $27.71B | +40.85% | 2.85% |
CYCN | -3.37% | $9.95M | +33.33% | 0.00% |
DOGZ | 3.39% | $162.32M | -27.35% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SHV | 0.02% | $20.67B | 0.15% | |
LDUR | 0.15% | $929.45M | 0.5% | |
CTA | -0.17% | $1.06B | 0.76% | |
JPLD | 0.27% | $1.76B | 0.24% | |
WEAT | 0.30% | $117.67M | 0.28% | |
TFLO | -0.38% | $6.83B | 0.15% | |
FTSM | -0.64% | $6.39B | 0.45% | |
AGZ | -0.74% | $613.46M | 0.2% | |
SGOV | 0.84% | $49.73B | 0.09% | |
TYA | -0.84% | $151.40M | 0.15% | |
BILZ | 0.86% | $827.73M | 0.14% | |
GSST | -0.95% | $919.83M | 0.16% | |
CARY | 1.01% | $347.36M | 0.8% | |
TPMN | 1.04% | $30.70M | 0.65% | |
IBTM | -1.13% | $315.47M | 0.07% | |
BSV | -1.24% | $38.37B | 0.03% | |
CMBS | 1.41% | $448.71M | 0.25% | |
IBND | 1.58% | $383.43M | 0.5% | |
SCHR | -1.65% | $11.10B | 0.03% | |
AGZD | 1.81% | $102.60M | 0.23% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SDOG | 96.89% | $1.18B | 0.36% | |
DIVB | 95.54% | $920.83M | 0.05% | |
FTA | 95.32% | $1.10B | 0.6% | |
FDL | 94.64% | $5.40B | 0.43% | |
DHS | 94.13% | $1.22B | 0.38% | |
SPYD | 93.98% | $6.80B | 0.07% | |
SDY | 93.94% | $19.86B | 0.35% | |
DGRO | 93.93% | $31.79B | 0.08% | |
DVY | 93.81% | $19.59B | 0.38% | |
IUSV | 93.80% | $20.82B | 0.04% | |
SPYV | 93.71% | $26.45B | 0.04% | |
VOOV | 93.68% | $5.45B | 0.1% | |
SCHV | 93.65% | $12.57B | 0.04% | |
CDC | 93.60% | $730.33M | 0.42% | |
IVE | 93.56% | $38.89B | 0.18% | |
PEY | 93.40% | $1.10B | 0.53% | |
RDIV | 93.36% | $778.80M | 0.39% | |
TPHD | 93.28% | $305.86M | 0.52% | |
DVAL | 93.25% | $114.88M | 0.49% | |
VTV | 93.24% | $138.17B | 0.04% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -68.97% | $99.49M | 0.59% | |
VIXY | -63.13% | $165.58M | 0.85% | |
IVOL | -37.79% | $348.25M | 1.02% | |
BTAL | -33.92% | $295.67M | 1.43% | |
FTSD | -27.84% | $231.68M | 0.25% | |
XONE | -23.20% | $585.85M | 0.03% | |
SPTS | -21.19% | $5.77B | 0.03% | |
CLIP | -19.99% | $1.51B | 0.07% | |
FXY | -18.57% | $820.31M | 0.4% | |
UTWO | -17.48% | $379.27M | 0.15% | |
SCHO | -17.38% | $11.46B | 0.03% | |
VGSH | -16.22% | $22.77B | 0.03% | |
SHYM | -14.82% | $354.58M | 0.35% | |
IBTH | -14.74% | $1.60B | 0.07% | |
XHLF | -14.58% | $1.73B | 0.03% | |
KCCA | -13.35% | $105.90M | 0.87% | |
BILS | -13.05% | $3.83B | 0.1356% | |
TBLL | -12.48% | $2.13B | 0.08% | |
IBTI | -12.19% | $1.06B | 0.07% | |
ULST | -11.21% | $658.54M | 0.2% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITW | 84.16% | $74.77B | +8.36% | 2.36% |
GGG | 78.82% | $14.65B | +11.55% | 1.22% |
PFG | 78.58% | $18.12B | +1.98% | 3.68% |
LYB | 78.40% | $19.67B | -35.53% | 8.81% |
TXT | 78.34% | $14.62B | -5.60% | 0.10% |
NDSN | 78.24% | $12.46B | -3.39% | 1.42% |
PNC | 78.13% | $76.15B | +21.20% | 3.31% |
FITB | 77.10% | $28.33B | +14.76% | 3.48% |
USB | 76.84% | $72.43B | +16.31% | 4.28% |
MET | 76.79% | $54.44B | +15.78% | 2.75% |
DD | 76.44% | $29.90B | -9.97% | 2.21% |
PRU | 76.39% | $38.59B | -8.06% | 4.89% |
RF | 75.98% | $21.73B | +20.31% | 4.13% |
AVNT | 75.88% | $3.07B | -20.83% | 3.17% |
DCI | 75.51% | $8.23B | -0.30% | 1.57% |
APAM | 75.51% | $3.20B | +14.45% | 6.69% |
EMN | 75.42% | $9.03B | -17.99% | 4.20% |
DOW | 75.15% | $19.67B | -47.20% | 10.02% |
UNP | 74.91% | $140.75B | +4.47% | 2.28% |
STWD | 74.90% | $6.92B | +7.32% | 9.40% |
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Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -11.28% | $24.29B | +35.36% | 1.09% |
K | -8.47% | $27.71B | +40.85% | 2.85% |
DFDV | -5.23% | $309.70M | +2,106.40% | 0.00% |
VSA | -5.10% | $8.76M | -18.25% | 0.00% |
UUU | -3.09% | $6.98M | +97.39% | 0.00% |
HUSA | -1.76% | $21.26M | -8.69% | 0.00% |
LTM | -1.68% | $12.31B | -95.54% | 2.46% |
STG | -1.59% | $30.47M | -21.87% | 0.00% |
ASPS | -1.44% | $99.18M | -12.89% | 0.00% |
MKTX | -0.92% | $8.37B | +15.12% | 1.35% |
ED | -0.59% | $36.31B | +13.27% | 3.35% |
VRCA | -0.26% | $55.59M | -91.95% | 0.00% |
CME | -0.01% | $99.25B | +39.75% | 3.87% |
CYCN | 0.17% | $9.95M | +33.33% | 0.00% |
DG | 0.21% | $25.37B | -10.94% | 2.05% |
ZCMD | 0.39% | $29.29M | -6.45% | 0.00% |
AGL | 0.57% | $985.21M | -59.52% | 0.00% |
VSTA | 0.89% | $341.66M | +42.00% | 0.00% |
AWK | 1.61% | $27.80B | +10.98% | 2.21% |
LITB | 2.41% | $22.07M | -77.41% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CME | -0.01% | $99.25B | +39.75% | 3.87% |
CYCN | 0.17% | $9.95M | +33.33% | 0.00% |
DG | 0.21% | $25.37B | -10.94% | 2.05% |
VRCA | -0.26% | $55.59M | -91.95% | 0.00% |
ZCMD | 0.39% | $29.29M | -6.45% | 0.00% |
AGL | 0.57% | $985.21M | -59.52% | 0.00% |
ED | -0.59% | $36.31B | +13.27% | 3.35% |
VSTA | 0.89% | $341.66M | +42.00% | 0.00% |
MKTX | -0.92% | $8.37B | +15.12% | 1.35% |
ASPS | -1.44% | $99.18M | -12.89% | 0.00% |
STG | -1.59% | $30.47M | -21.87% | 0.00% |
AWK | 1.61% | $27.80B | +10.98% | 2.21% |
LTM | -1.68% | $12.31B | -95.54% | 2.46% |
HUSA | -1.76% | $21.26M | -8.69% | 0.00% |
LITB | 2.41% | $22.07M | -77.41% | 0.00% |
VHC | 2.56% | $48.79M | +87.46% | 0.00% |
CARV | 2.84% | $8.73M | +25.55% | 0.00% |
UUU | -3.09% | $6.98M | +97.39% | 0.00% |
SRRK | 3.54% | $3.21B | +342.46% | 0.00% |
CPSH | 3.60% | $39.66M | +61.54% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 84.06% | $102.15B | +47.36% | 0.55% |
BNT | 82.71% | $12.45B | +48.00% | 0.00% |
TROW | 82.27% | $21.74B | -13.90% | 5.08% |
ITT | 82.23% | $12.48B | +25.04% | 0.84% |
PH | 80.50% | $89.86B | +37.89% | 0.95% |
BLK | 80.28% | $163.33B | +33.60% | 1.96% |
AXP | 80.20% | $225.96B | +36.68% | 0.90% |
EMR | 79.98% | $76.22B | +24.01% | 1.56% |
SEIC | 79.96% | $11.39B | +40.45% | 1.08% |
MCO | 79.94% | $90.40B | +17.95% | 0.72% |
JHG | 79.88% | $6.22B | +14.58% | 3.98% |
PFG | 79.88% | $18.12B | +1.98% | 3.68% |
ADI | 79.67% | $119.42B | +5.43% | 1.59% |
DD | 79.56% | $29.90B | -9.97% | 2.21% |
DOV | 79.05% | $25.52B | +5.20% | 1.11% |
WAB | 79.01% | $35.82B | +34.64% | 0.43% |
ITW | 78.80% | $74.77B | +8.36% | 2.36% |
BX | 78.61% | $185.35B | +23.99% | 2.30% |
AVNT | 78.54% | $3.07B | -20.83% | 3.17% |
DCI | 78.53% | $8.23B | -0.30% | 1.57% |
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Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -9.26% | $309.70M | +2,106.40% | 0.00% |
STG | -7.10% | $30.47M | -21.87% | 0.00% |
CYCN | -3.37% | $9.95M | +33.33% | 0.00% |
K | -3.36% | $27.71B | +40.85% | 2.85% |
VSA | -1.94% | $8.76M | -18.25% | 0.00% |
LITB | -1.90% | $22.07M | -77.41% | 0.00% |
VSTA | -0.69% | $341.66M | +42.00% | 0.00% |
SYPR | 0.60% | $46.42M | +9.19% | 0.00% |
AGL | 0.94% | $985.21M | -59.52% | 0.00% |
HUSA | 1.22% | $21.26M | -8.69% | 0.00% |
CARV | 1.58% | $8.73M | +25.55% | 0.00% |
RLX | 1.62% | $2.05B | +23.63% | 0.43% |
VRCA | 1.82% | $55.59M | -91.95% | 0.00% |
GALT | 1.83% | $140.51M | -2.63% | 0.00% |
CPSH | 2.00% | $39.66M | +61.54% | 0.00% |
VHC | 2.03% | $48.79M | +87.46% | 0.00% |
AIFU | 2.34% | $6.51B | +93.75% | 0.00% |
ZCMD | 2.34% | $29.29M | -6.45% | 0.00% |
KROS | 2.61% | $541.81M | -68.84% | 0.00% |
BTCT | 2.73% | $22.63M | +43.33% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IBTF | 0.02% | $2.02B | 0.07% | |
TDTT | -0.19% | $2.63B | 0.18% | |
NEAR | 0.32% | $3.34B | 0.25% | |
WEAT | 0.41% | $117.67M | 0.28% | |
GOVT | -0.48% | $27.46B | 0.05% | |
JPST | 0.69% | $31.88B | 0.18% | |
IBTP | -0.97% | $143.32M | 0.07% | |
GVI | -1.13% | $3.41B | 0.2% | |
FMHI | 1.22% | $753.22M | 0.7% | |
USDU | 1.43% | $163.19M | 0.5% | |
CARY | -1.49% | $347.36M | 0.8% | |
LGOV | -1.52% | $681.75M | 0.67% | |
IBND | 1.63% | $383.43M | 0.5% | |
SMMU | 1.64% | $889.48M | 0.35% | |
FLMI | -1.65% | $723.28M | 0.3% | |
SGOV | -1.67% | $49.73B | 0.09% | |
CTA | -1.75% | $1.06B | 0.76% | |
SMB | -1.78% | $274.79M | 0.07% | |
IGOV | -1.93% | $1.21B | 0.35% | |
AGZD | 1.97% | $102.60M | 0.23% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
QUS | 98.39% | $1.57B | 0.15% | |
DUHP | 98.21% | $8.58B | 0.21% | |
QDF | 98.09% | $1.85B | 0.37% | |
JQUA | 97.93% | $6.32B | 0.12% | |
IUS | 97.91% | $634.86M | 0.19% | |
DFVX | 97.84% | $449.39M | 0.19% | |
EPS | 97.80% | $1.13B | 0.08% | |
JHML | 97.76% | $980.87M | 0.29% | |
VIG | 97.55% | $91.92B | 0.05% | |
QUAL | 97.41% | $52.66B | 0.15% | |
GSLC | 97.29% | $13.75B | 0.09% | |
DCOR | 97.29% | $1.81B | 0.14% | |
TDVG | 97.23% | $872.34M | 0.5% | |
DFAC | 97.23% | $34.66B | 0.17% | |
DLN | 97.18% | $4.98B | 0.28% | |
FNDX | 97.17% | $18.51B | 0.25% | |
SPTM | 97.10% | $10.47B | 0.03% | |
FQAL | 97.05% | $1.04B | 0.16% | |
DFAU | 96.95% | $8.39B | 0.12% | |
SUSA | 96.92% | $3.55B | 0.25% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -83.94% | $99.49M | 0.59% | |
VIXY | -77.31% | $165.58M | 0.85% | |
BTAL | -55.04% | $295.67M | 1.43% | |
IVOL | -42.17% | $348.25M | 1.02% | |
FTSD | -31.43% | $231.68M | 0.25% | |
XONE | -29.88% | $585.85M | 0.03% | |
SPTS | -29.77% | $5.77B | 0.03% | |
FXY | -27.19% | $820.31M | 0.4% | |
UTWO | -24.33% | $379.27M | 0.15% | |
SCHO | -23.54% | $11.46B | 0.03% | |
VGSH | -22.75% | $22.77B | 0.03% | |
XHLF | -21.80% | $1.73B | 0.03% | |
BILS | -19.40% | $3.83B | 0.1356% | |
IBTH | -18.74% | $1.60B | 0.07% | |
IBTI | -18.10% | $1.06B | 0.07% | |
SHYM | -17.68% | $354.58M | 0.35% | |
CLIP | -17.40% | $1.51B | 0.07% | |
IBTG | -17.09% | $1.92B | 0.07% | |
TBLL | -16.06% | $2.13B | 0.08% | |
IBTJ | -14.65% | $684.86M | 0.07% |
DGRW - WisdomTree U.S. Quality Dividend Growth Fund and SCHD - Schwab US Dividend Equity ETF have a 27 holding overlap. Which accounts for a 13.6% overlap.
Number of overlapping holdings
27
% of overlapping holdings
13.63%
Name | Weight in DGRW | Weight in SCHD |
---|---|---|
2.61% | 4.07% | |
2.55% | 3.82% | |
2.03% | 4.05% | |
1.86% | 4.00% | |
0.94% | 3.73% | |
0.53% | 4.10% | |
0.49% | 1.87% | |
0.47% | 1.89% | |
0.45% | 1.77% | |
0.32% | 1.97% |
WisdomTree U.S. Quality Dividend Growth Fund - DGRW is made up of 304 holdings. Schwab US Dividend Equity ETF - SCHD is made up of 99 holdings.
Name | Weight |
---|---|
![]() | 9.13% |
4.45% | |
![]() | 4.23% |
![]() | 4.04% |
2.98% | |
2.85% | |
2.61% | |
2.55% | |
2.33% | |
2.03% | |
1.86% | |
1.77% | |
![]() | 1.73% |
1.72% | |
1.65% | |
1.56% | |
1.53% | |
![]() | 1.53% |
1.50% | |
![]() | 1.44% |
1.41% | |
1.36% | |
1.28% | |
![]() | 1.21% |
1.08% | |
1.03% | |
1.01% | |
0.94% | |
0.90% | |
0.86% |
Name | Weight |
---|---|
4.25% | |
4.14% | |
4.10% | |
4.07% | |
4.05% | |
4.00% | |
![]() | 4.00% |
3.99% | |
![]() | 3.96% |
3.89% | |
3.82% | |
3.82% | |
3.80% | |
3.73% | |
3.07% | |
2.64% | |
![]() | 2.04% |
![]() | 1.97% |
1.91% | |
![]() | 1.89% |
![]() | 1.87% |
1.80% | |
1.77% | |
1.73% | |
1.20% | |
1.14% | |
1.07% | |
1.04% | |
1.03% | |
0.93% |