DGRW vs. EFIV ETF Comparison

Comparison of WisdomTree U.S. Dividend Growth Fund (DGRW) to SPDR S&P 500 ESG ETF (EFIV)

DGRW

WisdomTree U.S. Dividend Growth Fund

DGRW Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Dividend Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that consists of dividend-paying U.S. common stocks with growth characteristics. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$84.53

Average Daily Volume

497,582

Number of Holdings ^*

296

* may have additional holdings in another (foreign) market

EFIV

SPDR S&P 500 ESG ETF

EFIV Description

• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

Grade (RS Rating)

Last Trade

$57.77

Average Daily Volume

105,056

Number of Holdings ^*

312

* may have additional holdings in another (foreign) market

Performance

Period	DGRW	EFIV
30 Days	0.01%	1.81%
60 Days	3.92%	6.21%
90 Days	5.87%	7.53%
12 Months	29.29%	32.45%

118 Overlapping Holdings

Symbol	Grade	Weight in DGRW	Weight in EFIV	Overlap
A	F	0.07%	0.11%	0.07%
AAPL	C	5.0%	9.52%	5.0%
ABBV	D	3.65%	1.0%	1.0%
ABT	C	1.01%	0.57%	0.57%
ADP	A	0.83%	0.35%	0.35%
AIG	B	0.32%	0.14%	0.14%
AJG	A	0.14%	0.18%	0.14%
AMAT	F	0.35%	0.44%	0.35%
AMGN	F	1.44%	0.49%	0.49%
AMP	A	0.22%	0.16%	0.16%
APD	B	0.46%	0.19%	0.19%
AVY	F	0.07%	0.05%	0.05%
AXP	B	0.78%	0.47%	0.47%
BALL	D	0.06%	0.05%	0.05%
BBY	D	0.21%	0.05%	0.05%
BEN	C	0.11%	0.02%	0.02%
BKR	B	0.28%	0.12%	0.12%
BR	A	0.11%	0.07%	0.07%
BWA	B	0.03%	0.02%	0.02%
CARR	C	0.23%	0.18%	0.18%
CHRW	A	0.1%	0.04%	0.04%
CI	D	0.49%	0.25%	0.25%
CL	F	0.47%	0.21%	0.21%
COF	B	0.39%	0.21%	0.21%
COST	B	0.66%	1.12%	0.66%
CSCO	A	2.07%	0.66%	0.66%
CSX	B	0.25%	0.2%	0.2%
CTAS	A	0.22%	0.21%	0.21%
DFS	B	0.32%	0.13%	0.13%
DHI	F	0.13%	0.14%	0.13%
DOV	A	0.11%	0.08%	0.08%
EBAY	C	0.2%	0.08%	0.08%
ECL	C	0.2%	0.17%	0.17%
ELV	F	0.32%	0.28%	0.28%
EQT	B	0.12%	0.07%	0.07%
FANG	D	0.2%	0.1%	0.1%
FDS	A	0.04%	0.05%	0.04%
GE	C	0.23%	0.55%	0.23%
GILD	C	1.21%	0.32%	0.32%
GOOG	B	1.34%	2.41%	1.34%
GOOGL	B	1.4%	2.91%	1.4%
GPC	D	0.12%	0.05%	0.05%
GS	B	1.65%	0.53%	0.53%
GWW	B	0.14%	0.15%	0.14%
HAL	C	0.13%	0.08%	0.08%
HD	B	2.85%	1.08%	1.08%
HES	C	0.15%	0.11%	0.11%
HIG	C	0.22%	0.1%	0.1%
HLT	A	0.09%	0.17%	0.09%
HPQ	B	0.35%	0.1%	0.1%
HSY	D	0.16%	0.07%	0.07%
HUBB	B	0.1%	0.07%	0.07%
HUM	D	0.07%	0.1%	0.07%
ITW	A	0.51%	0.21%	0.21%
JBHT	B	0.04%	0.04%	0.04%
JKHY	C	0.03%	0.04%	0.03%
KLAC	F	0.24%	0.26%	0.24%
KO	F	2.31%	0.69%	0.69%
LKQ	D	0.07%	0.03%	0.03%
LLY	F	1.49%	1.72%	1.49%
LRCX	F	0.29%	0.28%	0.28%
LVS	C	0.2%	0.05%	0.05%
LW	C	0.03%	0.03%	0.03%
MA	B	0.73%	1.21%	0.73%
MAR	A	0.22%	0.18%	0.18%
MAS	D	0.08%	0.05%	0.05%
MCD	C	1.34%	0.59%	0.59%
MCO	C	0.17%	0.2%	0.17%
MKTX	C	0.03%	0.03%	0.03%
MMC	C	0.41%	0.31%	0.31%
MS	A	2.38%	0.46%	0.46%
MSCI	B	0.13%	0.13%	0.13%
MSFT	C	6.81%	8.78%	6.81%
NKE	F	0.34%	0.25%	0.25%
NSC	B	0.39%	0.18%	0.18%
NVDA	B	3.65%	10.07%	3.65%
OTIS	C	0.17%	0.11%	0.11%
OXY	D	0.16%	0.1%	0.1%
PAYX	B	0.4%	0.13%	0.13%
PEP	D	1.84%	0.64%	0.64%
PFG	C	0.21%	0.05%	0.05%
PG	C	2.58%	1.07%	1.07%
PH	A	0.31%	0.26%	0.26%
PHM	D	0.06%	0.08%	0.06%
POOL	D	0.04%	0.04%	0.04%
PPG	F	0.14%	0.08%	0.08%
PWR	B	0.05%	0.13%	0.05%
QCOM	F	1.09%	0.54%	0.54%
RL	B	0.06%	0.02%	0.02%
RMD	C	0.1%	0.1%	0.1%
ROK	B	0.14%	0.09%	0.09%
ROST	F	0.13%	0.13%	0.13%
RSG	A	0.22%	0.12%	0.12%
SBAC	D	0.08%	0.07%	0.07%
SBUX	B	0.73%	0.31%	0.31%
SCHW	A	0.52%	0.32%	0.32%
SHW	A	0.21%	0.25%	0.21%
SPGI	C	0.36%	0.44%	0.36%
SYF	B	0.2%	0.07%	0.07%
SYK	A	0.37%	0.36%	0.36%
SYY	B	0.29%	0.11%	0.11%
TGT	C	0.58%	0.19%	0.19%
TJX	B	0.54%	0.37%	0.37%
TMUS	A	1.19%	0.32%	0.32%
TPR	B	0.13%	0.03%	0.03%
TRGP	B	0.24%	0.11%	0.11%
TRV	B	0.34%	0.16%	0.16%
TSCO	C	0.17%	0.09%	0.09%
UNH	B	2.04%	1.55%	1.55%
UNP	C	0.92%	0.43%	0.43%
UPS	C	1.05%	0.28%	0.28%
URI	B	0.2%	0.17%	0.17%
V	A	1.08%	1.44%	1.08%
VRSK	A	0.06%	0.11%	0.06%
WM	A	0.39%	0.22%	0.22%
WY	F	0.16%	0.06%	0.06%
YUM	B	0.19%	0.11%	0.11%
ZTS	D	0.18%	0.22%	0.18%

DGRW Overweight 178 Positions Relative to EFIV

Symbol	Grade	Weight
AVGO	C	4.12%
JNJ	D	3.07%
ORCL	A	1.77%
TXN	C	1.68%
META	B	1.41%
LMT	C	1.05%
EOG	A	0.84%
HON	B	0.8%
COP	C	0.77%
ADI	F	0.56%
GD	A	0.47%
KMB	F	0.43%
FDX	B	0.36%
INTU	A	0.33%
NOC	C	0.33%
KKR	B	0.29%
FAST	A	0.27%
MSI	B	0.25%
HCA	D	0.23%
APH	B	0.22%
DD	D	0.21%
PGR	A	0.18%
STZ	D	0.17%
FNF	C	0.17%
DRI	B	0.17%
NRG	B	0.16%
EQH	B	0.12%
ALLY	C	0.12%
JEF	A	0.12%
NTAP	D	0.12%
EMN	D	0.12%
LEN	D	0.12%
WRB	B	0.11%
MCK	A	0.11%
WSO	A	0.11%
GEN	A	0.1%
SWKS	F	0.1%
BAH	C	0.09%
DKS	F	0.09%
OVV	C	0.09%
VMC	B	0.08%
MRO	B	0.08%
ERIE	F	0.08%
SSNC	C	0.08%
ROL	B	0.08%
CDW	F	0.08%
TXRH	A	0.07%
CSL	B	0.07%
TPL	B	0.07%
WAL	B	0.07%
WLK	F	0.07%
NXST	C	0.07%
SF	B	0.07%
OMF	A	0.07%
RPM	A	0.07%
WSM	F	0.07%
EFX	D	0.06%
VRT	B	0.06%
HWM	A	0.06%
CIVI	F	0.06%
EVR	B	0.06%
ODFL	B	0.06%
FAF	C	0.06%
LH	A	0.06%
LII	B	0.06%
MPWR	F	0.06%
MLM	B	0.06%
RHI	B	0.05%
HLI	B	0.05%
VOYA	B	0.05%
EXPD	D	0.05%
REYN	D	0.05%
CE	F	0.05%
TTC	F	0.04%
AOS	F	0.04%
MSM	B	0.04%
RLI	A	0.04%
ALSN	A	0.04%
GGG	B	0.04%
WH	A	0.04%
FLS	B	0.04%
NDSN	B	0.04%
LECO	C	0.04%
HII	D	0.04%
DPZ	C	0.04%
WEN	C	0.04%
NFG	C	0.04%
CW	B	0.03%
SEE	C	0.03%
PR	C	0.03%
GNTX	C	0.03%
LEA	F	0.03%
PAYC	B	0.03%
LSTR	B	0.03%
ARMK	B	0.03%
MGY	B	0.03%
MAN	F	0.03%
BWXT	A	0.03%
BERY	C	0.03%
MUR	F	0.03%
WST	B	0.03%
THO	B	0.03%
ITT	A	0.03%
SEIC	A	0.03%
CBT	C	0.03%
PRI	A	0.03%
AVT	C	0.03%
FBIN	F	0.03%
LPLA	B	0.03%
DCI	A	0.03%
NEU	C	0.02%
TECH	B	0.02%
HEI	B	0.02%
COLM	B	0.02%
CHDN	C	0.02%
IPAR	B	0.02%
AWI	B	0.02%
WWD	B	0.02%
OLN	D	0.02%
MMS	D	0.02%
OLED	F	0.02%
TKO	D	0.02%
AEO	F	0.02%
RRC	B	0.02%
UFPI	B	0.02%
SIGI	B	0.02%
WMS	F	0.02%
TTEK	C	0.02%
AIT	A	0.02%
CHX	D	0.02%
UHS	D	0.02%
ASH	F	0.02%
SM	C	0.02%
BSY	F	0.02%
WCC	B	0.02%
HLNE	B	0.02%
EXP	B	0.02%
BYD	A	0.02%
MORN	B	0.02%
LPX	B	0.02%
CASY	B	0.02%
FIX	B	0.02%
TER	F	0.02%
HEI	B	0.02%
JBL	C	0.02%
MTDR	C	0.02%
RGLD	C	0.02%
EHC	A	0.02%
ASO	F	0.01%
HXL	D	0.01%
VNT	B	0.01%
CNXC	F	0.01%
MOG.A	B	0.01%
FUL	F	0.01%
POWI	C	0.01%
BCC	B	0.01%
COKE	C	0.01%
BMI	B	0.01%
LFUS	D	0.01%
KNSL	C	0.01%
AMG	B	0.01%
PFSI	D	0.01%
IBP	F	0.01%
LEN	D	0.01%
H	B	0.01%
AMKR	F	0.01%
CHE	D	0.01%
BRKR	F	0.01%
DLB	C	0.01%
EXPO	D	0.01%
NSP	F	0.01%
AAON	B	0.01%
SNDR	B	0.01%
ZWS	B	0.01%
ORA	C	0.01%
NFE	F	0.0%
PVH	C	0.0%
FSS	C	0.0%

DGRW Underweight 194 Positions Relative to EFIV

Symbol	Grade	Weight
TSLA	B	-2.25%
JPM	B	-1.98%
XOM	B	-1.51%
WMT	A	-1.02%
BAC	A	-0.86%
CRM	B	-0.84%
CVX	B	-0.75%
MRK	F	-0.72%
AMD	F	-0.66%
LIN	D	-0.63%
ACN	C	-0.63%
ADBE	C	-0.63%
CAT	C	-0.57%
DIS	B	-0.5%
CMCSA	B	-0.49%
DHR	F	-0.45%
T	A	-0.45%
UBER	F	-0.44%
NEE	D	-0.43%
LOW	B	-0.42%
ETN	A	-0.4%
C	A	-0.37%
BSX	A	-0.36%
MU	D	-0.35%
FI	A	-0.34%
BMY	B	-0.32%
MDT	D	-0.32%
CB	C	-0.3%
PLD	D	-0.3%
INTC	C	-0.3%
DE	D	-0.29%
AMT	F	-0.26%
TT	A	-0.25%
MDLZ	F	-0.25%
ICE	D	-0.25%
EQIX	B	-0.24%
REGN	F	-0.24%
PNC	B	-0.23%
AON	A	-0.23%
PYPL	A	-0.23%
WELL	B	-0.22%
CVS	F	-0.22%
CMG	B	-0.22%
CME	A	-0.22%
USB	A	-0.22%
EMR	A	-0.2%
FCX	F	-0.19%
WMB	B	-0.19%
BDX	D	-0.19%
TFC	B	-0.18%
ADSK	A	-0.18%
OKE	A	-0.17%
PCAR	B	-0.17%
GM	A	-0.17%
SLB	C	-0.17%
SRE	A	-0.16%
BK	B	-0.16%
MPC	D	-0.15%
DLR	C	-0.15%
PSX	D	-0.15%
RCL	A	-0.15%
JCI	A	-0.15%
AFL	C	-0.15%
CMI	A	-0.14%
MET	C	-0.14%
ALL	A	-0.14%
KMI	B	-0.14%
NEM	F	-0.14%
PSA	C	-0.14%
PRU	B	-0.13%
FIS	B	-0.13%
IR	A	-0.12%
PEG	C	-0.12%
COR	A	-0.12%
CTVA	C	-0.12%
AME	A	-0.12%
VLO	D	-0.12%
EA	A	-0.11%
ACGL	D	-0.11%
EXC	C	-0.11%
CBRE	A	-0.11%
EW	D	-0.11%
KR	A	-0.11%
DAL	A	-0.11%
DOW	F	-0.1%
ED	D	-0.1%
EXR	D	-0.1%
IDXX	D	-0.1%
WAB	A	-0.1%
LULU	C	-0.1%
MTB	B	-0.1%
GIS	F	-0.1%
KDP	D	-0.1%
CSGP	D	-0.09%
ON	F	-0.09%
EIX	C	-0.09%
ETR	B	-0.09%
AVB	A	-0.09%
FITB	A	-0.09%
NDAQ	A	-0.09%
WTW	A	-0.09%
CNC	F	-0.09%
AXON	B	-0.09%
IRM	D	-0.09%
TTWO	A	-0.08%
TROW	B	-0.08%
HPE	B	-0.08%
CAH	A	-0.08%
MTD	F	-0.08%
STT	B	-0.08%
GPN	B	-0.08%
KHC	F	-0.08%
RJF	A	-0.08%
XYL	D	-0.08%
WAT	A	-0.07%
RF	B	-0.07%
EQR	C	-0.07%
CCL	A	-0.07%
CPAY	A	-0.07%
DECK	B	-0.07%
DVN	F	-0.07%
HBAN	B	-0.07%
BIIB	F	-0.07%
ADM	F	-0.07%
FTV	D	-0.07%
VTR	C	-0.07%
AWK	D	-0.07%
SW	C	-0.07%
OMC	B	-0.06%
CBOE	D	-0.06%
NTRS	A	-0.06%
EXPE	B	-0.06%
CFG	B	-0.06%
ES	D	-0.06%
K	A	-0.06%
IFF	F	-0.06%
LYB	F	-0.06%
ZBH	C	-0.06%
WDC	D	-0.06%
KIM	A	-0.05%
TSN	C	-0.05%
PNR	A	-0.05%
DGX	A	-0.05%
MRNA	F	-0.05%
ARE	F	-0.05%
IEX	B	-0.05%
BAX	F	-0.05%
KEY	B	-0.05%
HOLX	D	-0.05%
ULTA	C	-0.05%
MKC	D	-0.05%
HST	C	-0.04%
DAY	C	-0.04%
INCY	B	-0.04%
UDR	C	-0.04%
CAG	F	-0.04%
SWK	F	-0.04%
APTV	D	-0.04%
AMCR	D	-0.04%
EL	F	-0.04%
CF	B	-0.04%
RVTY	C	-0.04%
EG	D	-0.04%
DOC	C	-0.04%
AKAM	F	-0.04%
HRL	F	-0.03%
CPB	F	-0.03%
TFX	F	-0.03%
TAP	B	-0.03%
GL	B	-0.03%
AIZ	A	-0.03%
NWSA	B	-0.03%
CRL	C	-0.03%
ALB	B	-0.03%
IPG	F	-0.03%
BXP	D	-0.03%
REG	A	-0.03%
KMX	C	-0.03%
NCLH	B	-0.03%
ALLE	D	-0.03%
SJM	F	-0.03%
WBA	D	-0.02%
PARA	C	-0.02%
DVA	C	-0.02%
FMC	F	-0.02%
MHK	D	-0.02%
WYNN	F	-0.02%
HAS	D	-0.02%
IVZ	C	-0.02%
FRT	C	-0.02%
MGM	D	-0.02%
CZR	F	-0.02%
MOS	D	-0.02%
NWS	B	-0.01%