DGRW vs. EVUS ETF Comparison
Comparison of WisdomTree U.S. Dividend Growth Fund (DGRW) to iShares ESG Aware MSCI USA Value ETF (EVUS)
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
$84.82
Average Daily Volume
512,433
Number of Holdings
*
296
* may have additional holdings in another (foreign) market
EVUS
iShares ESG Aware MSCI USA Value ETF
EVUS Description
EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.Grade (RS Rating)
Last Trade
$30.95
Average Daily Volume
1,342
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
Performance
| Period | DGRW | EVUS |
|---|---|---|
| 30 Days | 2.08% | 3.35% |
| 60 Days | 2.43% | 4.01% |
| 90 Days | 4.21% | 6.71% |
| 12 Months | 28.05% | 30.38% |
87 Overlapping Holdings
| Symbol | Grade | Weight in DGRW | Weight in EVUS | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.07% | 0.19% | 0.07% | |
| ABBV | D | 3.13% | 0.92% | 0.92% | |
| ABT | B | 1.04% | 0.24% | 0.24% | |
| ADI | D | 0.53% | 0.27% | 0.27% | |
| ADP | B | 0.83% | 1.24% | 0.83% | |
| AMGN | D | 1.32% | 0.74% | 0.74% | |
| APD | A | 0.49% | 0.11% | 0.11% | |
| AVGO | D | 3.75% | 2.9% | 2.9% | |
| AVY | D | 0.07% | 0.09% | 0.07% | |
| AXP | A | 0.8% | 0.9% | 0.8% | |
| BALL | D | 0.07% | 0.1% | 0.07% | |
| BBY | D | 0.21% | 0.28% | 0.21% | |
| BKR | C | 0.3% | 0.31% | 0.3% | |
| BR | A | 0.12% | 0.73% | 0.12% | |
| CARR | C | 0.23% | 0.4% | 0.23% | |
| CHRW | C | 0.1% | 0.4% | 0.1% | |
| CI | D | 0.51% | 0.58% | 0.51% | |
| COF | B | 0.39% | 0.18% | 0.18% | |
| COP | D | 0.79% | 0.82% | 0.79% | |
| CSCO | A | 2.1% | 1.01% | 1.01% | |
| DD | D | 0.2% | 0.1% | 0.1% | |
| DFS | B | 0.32% | 0.45% | 0.32% | |
| DHI | D | 0.13% | 0.16% | 0.13% | |
| DOV | A | 0.11% | 0.1% | 0.1% | |
| ECL | D | 0.2% | 0.64% | 0.2% | |
| ELV | F | 0.3% | 0.65% | 0.3% | |
| EQT | B | 0.14% | 0.16% | 0.14% | |
| EXPD | C | 0.05% | 0.51% | 0.05% | |
| FANG | F | 0.21% | 0.11% | 0.11% | |
| FBIN | D | 0.03% | 0.23% | 0.03% | |
| FDS | B | 0.04% | 0.19% | 0.04% | |
| FDX | B | 0.38% | 0.23% | 0.23% | |
| GEN | A | 0.1% | 0.11% | 0.1% | |
| GILD | B | 1.12% | 0.96% | 0.96% | |
| GS | B | 1.69% | 0.84% | 0.84% | |
| HCA | F | 0.22% | 0.3% | 0.22% | |
| HD | A | 2.93% | 2.07% | 2.07% | |
| HIG | B | 0.23% | 0.47% | 0.23% | |
| HII | F | 0.04% | 0.12% | 0.04% | |
| HON | B | 0.85% | 0.86% | 0.85% | |
| HPQ | B | 0.35% | 0.17% | 0.17% | |
| HUBB | B | 0.1% | 0.14% | 0.1% | |
| HUM | C | 0.07% | 0.1% | 0.07% | |
| ITW | A | 0.51% | 0.1% | 0.1% | |
| JBHT | C | 0.04% | 0.16% | 0.04% | |
| JNJ | D | 3.08% | 1.43% | 1.43% | |
| KMB | C | 0.46% | 0.36% | 0.36% | |
| KO | D | 2.34% | 1.67% | 1.67% | |
| LH | B | 0.06% | 0.22% | 0.06% | |
| LKQ | D | 0.07% | 0.39% | 0.07% | |
| MCD | D | 1.36% | 0.63% | 0.63% | |
| MKTX | D | 0.03% | 0.11% | 0.03% | |
| MMC | A | 0.42% | 0.24% | 0.24% | |
| MRO | B | 0.08% | 0.18% | 0.08% | |
| MS | B | 2.5% | 1.07% | 1.07% | |
| NKE | F | 0.34% | 0.08% | 0.08% | |
| NOC | D | 0.32% | 0.4% | 0.32% | |
| NTAP | C | 0.13% | 0.1% | 0.1% | |
| ORCL | C | 1.86% | 1.31% | 1.31% | |
| OVV | C | 0.11% | 0.39% | 0.11% | |
| PAYX | B | 0.4% | 0.12% | 0.12% | |
| PEP | F | 1.83% | 0.84% | 0.84% | |
| PFG | C | 0.21% | 0.12% | 0.12% | |
| PG | A | 2.76% | 1.5% | 1.5% | |
| PGR | A | 0.18% | 0.39% | 0.18% | |
| PHM | C | 0.06% | 0.13% | 0.06% | |
| PPG | D | 0.14% | 0.34% | 0.14% | |
| QCOM | F | 0.99% | 0.63% | 0.63% | |
| RMD | C | 0.1% | 0.1% | 0.1% | |
| ROK | B | 0.15% | 0.13% | 0.13% | |
| SBUX | B | 0.77% | 0.37% | 0.37% | |
| SCHW | A | 0.59% | 0.4% | 0.4% | |
| SPGI | C | 0.37% | 0.65% | 0.37% | |
| STZ | D | 0.18% | 0.09% | 0.09% | |
| SYF | A | 0.21% | 0.47% | 0.21% | |
| SYY | C | 0.29% | 0.09% | 0.09% | |
| TGT | F | 0.48% | 0.43% | 0.43% | |
| TJX | A | 0.56% | 0.18% | 0.18% | |
| TRV | B | 0.35% | 0.46% | 0.35% | |
| TSCO | C | 0.16% | 0.23% | 0.16% | |
| TTC | D | 0.03% | 0.09% | 0.03% | |
| TXN | D | 1.57% | 1.47% | 1.47% | |
| UNH | B | 2.07% | 2.04% | 2.04% | |
| UPS | C | 1.06% | 0.32% | 0.32% | |
| URI | B | 0.19% | 0.27% | 0.19% | |
| WY | D | 0.15% | 0.26% | 0.15% | |
| ZTS | D | 0.19% | 0.43% | 0.19% |
DGRW Overweight 209 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | D | 6.81% | |
| AAPL | B | 5.15% | |
| NVDA | C | 3.66% | |
| LLY | F | 1.44% | |
| GOOGL | C | 1.4% | |
| META | D | 1.38% | |
| GOOG | C | 1.34% | |
| TMUS | A | 1.24% | |
| V | A | 1.11% | |
| LMT | D | 1.05% | |
| EOG | C | 0.93% | |
| UNP | C | 0.9% | |
| MA | B | 0.74% | |
| COST | B | 0.69% | |
| CL | D | 0.5% | |
| GD | F | 0.44% | |
| SYK | C | 0.4% | |
| WM | A | 0.39% | |
| NSC | A | 0.38% | |
| AIG | B | 0.32% | |
| PH | A | 0.32% | |
| INTU | C | 0.32% | |
| AMAT | F | 0.31% | |
| KKR | B | 0.3% | |
| FAST | B | 0.28% | |
| MSI | C | 0.27% | |
| TRGP | B | 0.26% | |
| LRCX | F | 0.26% | |
| CSX | B | 0.25% | |
| RSG | A | 0.23% | |
| MAR | A | 0.23% | |
| CTAS | B | 0.23% | |
| GE | D | 0.23% | |
| AMP | B | 0.23% | |
| KLAC | F | 0.22% | |
| APH | B | 0.21% | |
| LVS | C | 0.2% | |
| EBAY | C | 0.2% | |
| SHW | A | 0.2% | |
| YUM | B | 0.19% | |
| MCO | A | 0.18% | |
| NRG | C | 0.17% | |
| HSY | F | 0.17% | |
| DRI | B | 0.17% | |
| OTIS | C | 0.17% | |
| FNF | B | 0.17% | |
| OXY | F | 0.16% | |
| HES | C | 0.16% | |
| TPR | A | 0.15% | |
| AJG | A | 0.15% | |
| HAL | C | 0.14% | |
| GWW | A | 0.14% | |
| ROST | C | 0.13% | |
| MSCI | C | 0.13% | |
| JEF | A | 0.13% | |
| WSO | A | 0.12% | |
| BEN | C | 0.12% | |
| EQH | B | 0.12% | |
| EMN | D | 0.12% | |
| GPC | D | 0.12% | |
| LEN | C | 0.12% | |
| WRB | A | 0.11% | |
| MCK | C | 0.11% | |
| ALLY | C | 0.11% | |
| SWKS | F | 0.1% | |
| WSM | B | 0.1% | |
| ROL | B | 0.09% | |
| HLT | A | 0.09% | |
| DKS | C | 0.09% | |
| OMF | A | 0.08% | |
| RPM | A | 0.08% | |
| MAS | C | 0.08% | |
| ERIE | D | 0.08% | |
| SSNC | A | 0.08% | |
| SBAC | D | 0.08% | |
| FAF | B | 0.07% | |
| VRT | B | 0.07% | |
| WLK | D | 0.07% | |
| TXRH | A | 0.07% | |
| WAL | B | 0.07% | |
| SF | B | 0.07% | |
| BAH | F | 0.07% | |
| TPL | B | 0.07% | |
| CDW | F | 0.07% | |
| VMC | B | 0.07% | |
| PWR | A | 0.06% | |
| CIVI | D | 0.06% | |
| ODFL | B | 0.06% | |
| EVR | B | 0.06% | |
| HWM | B | 0.06% | |
| MLM | B | 0.06% | |
| LII | A | 0.06% | |
| VRSK | A | 0.06% | |
| NXST | C | 0.06% | |
| CSL | B | 0.06% | |
| MPWR | F | 0.05% | |
| VOYA | B | 0.05% | |
| NFG | B | 0.05% | |
| HLI | A | 0.05% | |
| REYN | D | 0.05% | |
| EFX | D | 0.05% | |
| RL | B | 0.05% | |
| AOS | D | 0.04% | |
| LPLA | B | 0.04% | |
| ALSN | B | 0.04% | |
| GGG | B | 0.04% | |
| WH | A | 0.04% | |
| RLI | A | 0.04% | |
| LECO | C | 0.04% | |
| WEN | D | 0.04% | |
| NDSN | B | 0.04% | |
| FLS | A | 0.04% | |
| DPZ | C | 0.04% | |
| POOL | C | 0.04% | |
| CE | F | 0.04% | |
| RHI | C | 0.04% | |
| RGLD | D | 0.03% | |
| FIX | A | 0.03% | |
| MTDR | C | 0.03% | |
| SEE | C | 0.03% | |
| HEI | B | 0.03% | |
| GNTX | C | 0.03% | |
| LW | C | 0.03% | |
| LSTR | B | 0.03% | |
| LEA | F | 0.03% | |
| PR | C | 0.03% | |
| MAN | D | 0.03% | |
| PAYC | A | 0.03% | |
| BWA | C | 0.03% | |
| ARMK | A | 0.03% | |
| CBT | C | 0.03% | |
| MGY | B | 0.03% | |
| WST | C | 0.03% | |
| AVT | C | 0.03% | |
| THO | B | 0.03% | |
| MUR | F | 0.03% | |
| SEIC | A | 0.03% | |
| ITT | A | 0.03% | |
| BERY | B | 0.03% | |
| JKHY | D | 0.03% | |
| BWXT | B | 0.03% | |
| PRI | A | 0.03% | |
| DCI | A | 0.03% | |
| MSM | C | 0.03% | |
| SNDR | B | 0.02% | |
| WMS | F | 0.02% | |
| MMS | F | 0.02% | |
| CHDN | B | 0.02% | |
| AAON | B | 0.02% | |
| OLED | F | 0.02% | |
| TTEK | F | 0.02% | |
| OLN | F | 0.02% | |
| WWD | B | 0.02% | |
| AEO | F | 0.02% | |
| IPAR | B | 0.02% | |
| AWI | B | 0.02% | |
| HEI | B | 0.02% | |
| UFPI | B | 0.02% | |
| SIGI | B | 0.02% | |
| UHS | D | 0.02% | |
| BSY | D | 0.02% | |
| ASH | F | 0.02% | |
| AIT | B | 0.02% | |
| CHX | C | 0.02% | |
| RRC | B | 0.02% | |
| TKO | B | 0.02% | |
| WCC | B | 0.02% | |
| EXP | B | 0.02% | |
| SM | C | 0.02% | |
| MORN | A | 0.02% | |
| BYD | B | 0.02% | |
| HLNE | A | 0.02% | |
| TER | F | 0.02% | |
| JBL | C | 0.02% | |
| LPX | B | 0.02% | |
| CASY | B | 0.02% | |
| EHC | B | 0.02% | |
| CW | B | 0.02% | |
| FSS | B | 0.01% | |
| HXL | D | 0.01% | |
| VNT | C | 0.01% | |
| CNXC | F | 0.01% | |
| MOG.A | B | 0.01% | |
| FUL | D | 0.01% | |
| POWI | D | 0.01% | |
| BCC | B | 0.01% | |
| BMI | B | 0.01% | |
| LFUS | D | 0.01% | |
| COKE | C | 0.01% | |
| IBP | C | 0.01% | |
| BRKR | F | 0.01% | |
| PFSI | C | 0.01% | |
| AMKR | F | 0.01% | |
| LEN | C | 0.01% | |
| AMG | B | 0.01% | |
| KNSL | B | 0.01% | |
| H | A | 0.01% | |
| CHE | D | 0.01% | |
| EXPO | D | 0.01% | |
| NSP | F | 0.01% | |
| DLB | B | 0.01% | |
| TECH | C | 0.01% | |
| ORA | B | 0.01% | |
| NEU | C | 0.01% | |
| ZWS | A | 0.01% | |
| COLM | A | 0.01% | |
| NFE | D | 0.0% | |
| PVH | C | 0.0% | |
| ASO | F | 0.0% |
DGRW Underweight 147 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | B | -2.81% | |
| XOM | C | -1.54% | |
| BAC | A | -1.33% | |
| CVX | B | -1.26% | |
| BRK.A | B | -1.19% | |
| IBM | C | -1.17% | |
| PRU | A | -1.02% | |
| PEG | A | -0.96% | |
| K | A | -0.89% | |
| DIS | B | -0.88% | |
| NEE | D | -0.82% | |
| KMI | B | -0.81% | |
| RTX | D | -0.79% | |
| VZ | B | -0.79% | |
| CMI | A | -0.78% | |
| OKE | C | -0.77% | |
| CRH | A | -0.76% | |
| CAT | B | -0.75% | |
| BK | A | -0.74% | |
| LOW | C | -0.74% | |
| DHR | D | -0.7% | |
| C | A | -0.69% | |
| NI | A | -0.67% | |
| PNR | B | -0.63% | |
| PNC | A | -0.62% | |
| EQIX | A | -0.61% | |
| GIS | D | -0.6% | |
| MMM | D | -0.6% | |
| CCI | D | -0.6% | |
| AMT | D | -0.59% | |
| INTC | C | -0.57% | |
| ACN | B | -0.56% | |
| PFE | D | -0.55% | |
| NXPI | D | -0.52% | |
| MRK | F | -0.52% | |
| MET | A | -0.52% | |
| LIN | D | -0.49% | |
| COR | C | -0.49% | |
| DLR | A | -0.47% | |
| WELL | C | -0.46% | |
| FERG | B | -0.43% | |
| CLX | C | -0.43% | |
| DE | B | -0.43% | |
| BMY | B | -0.42% | |
| EA | C | -0.41% | |
| XYL | D | -0.41% | |
| MU | D | -0.41% | |
| KR | A | -0.41% | |
| CMCSA | C | -0.4% | |
| JCI | C | -0.38% | |
| NDAQ | A | -0.38% | |
| FI | A | -0.38% | |
| T | A | -0.38% | |
| CMS | C | -0.38% | |
| FLUT | A | -0.36% | |
| KEYS | B | -0.35% | |
| CBRE | B | -0.35% | |
| HPE | B | -0.35% | |
| ANSS | B | -0.35% | |
| EXC | D | -0.35% | |
| IRM | C | -0.34% | |
| PSX | C | -0.33% | |
| TAP | C | -0.33% | |
| BG | F | -0.32% | |
| BLK | C | -0.31% | |
| CAH | B | -0.31% | |
| STE | F | -0.3% | |
| DGX | B | -0.3% | |
| COO | D | -0.3% | |
| DAL | B | -0.3% | |
| PLD | D | -0.3% | |
| HBAN | B | -0.29% | |
| CHD | B | -0.29% | |
| ETN | A | -0.29% | |
| NEM | F | -0.28% | |
| D | C | -0.28% | |
| WFC | A | -0.28% | |
| EIX | A | -0.28% | |
| SLB | C | -0.28% | |
| USB | A | -0.28% | |
| FTV | B | -0.27% | |
| KHC | D | -0.26% | |
| ED | D | -0.25% | |
| NUE | D | -0.25% | |
| FIS | D | -0.25% | |
| TFC | B | -0.24% | |
| PYPL | A | -0.24% | |
| CNH | A | -0.24% | |
| ES | D | -0.23% | |
| ZBH | C | -0.23% | |
| AFL | B | -0.23% | |
| GEV | C | -0.23% | |
| VLO | C | -0.23% | |
| REGN | F | -0.22% | |
| WTRG | B | -0.21% | |
| J | F | -0.21% | |
| KDP | D | -0.21% | |
| OC | B | -0.21% | |
| TRMB | B | -0.2% | |
| AIZ | B | -0.2% | |
| CNC | F | -0.18% | |
| STT | A | -0.18% | |
| IEX | B | -0.17% | |
| ACGL | D | -0.16% | |
| NTRS | A | -0.16% | |
| WMB | B | -0.16% | |
| IP | B | -0.16% | |
| IR | A | -0.15% | |
| TWLO | B | -0.15% | |
| TFX | F | -0.15% | |
| ALLE | D | -0.15% | |
| HOLX | D | -0.14% | |
| WTW | B | -0.14% | |
| MKC | D | -0.14% | |
| FOX | B | -0.13% | |
| CB | D | -0.13% | |
| HRL | D | -0.12% | |
| BXP | D | -0.12% | |
| AKAM | F | -0.12% | |
| IFF | D | -0.12% | |
| CPB | D | -0.12% | |
| LDOS | D | -0.11% | |
| ADM | F | -0.11% | |
| TMO | F | -0.11% | |
| PSA | C | -0.11% | |
| SOLV | C | -0.11% | |
| CBOE | B | -0.11% | |
| AZPN | A | -0.11% | |
| WDC | C | -0.11% | |
| JNPR | F | -0.11% | |
| STLD | B | -0.11% | |
| CCK | D | -0.1% | |
| BIIB | F | -0.1% | |
| DOW | F | -0.1% | |
| FSLR | F | -0.1% | |
| ICE | D | -0.1% | |
| CAG | D | -0.09% | |
| MDLZ | F | -0.09% | |
| AVTR | F | -0.09% | |
| CVS | D | -0.09% | |
| KMX | B | -0.09% | |
| ULTA | F | -0.09% | |
| GEHC | F | -0.09% | |
| LYB | F | -0.08% | |
| IPG | C | -0.08% | |
| DG | F | -0.06% | |
| DLTR | D | -0.06% |
DGRW: Top Represented Industries & Keywords
Industries:
Oil & Gas E&P
Diversified Industrials
Business Services
Capital Markets
Aerospace & Defense
Semiconductors
Specialty Chemicals
Asset Management
Building Materials
Restaurants
Credit Services
Specialty Retail
Insurance - Property & Casualty
Integrated Shipping & Logistics
Auto Parts
Chemicals
Drug Manufacturers - Major
Industrial Distribution
Semiconductor Equipment & Materials
Health Care Plans
EVUS: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Packaged Foods
Business Services
Capital Markets
Health Care Plans
Semiconductors
Specialty Chemicals
Credit Services
Diagnostics & Research
Integrated Shipping & Logistics
Medical Instruments & Supplies
Oil & Gas E&P
Software - Application
Utilities - Regulated Electric
Asset Management
Banks - Global
Banks - Regional - US
Household & Personal Products
Insurance - Diversified
Compare ETFs
