DGRW vs. IPDP ETF Comparison
Comparison of WisdomTree U.S. Dividend Growth Fund (DGRW) to Dividend Performers ETF (IPDP)
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
IPDP
Dividend Performers ETF
IPDP Description
The investment seeks to provide income; the secondary objective is capital appreciation. The fund’s investment strategy is twofold: (1) investing in dividend paying U.S. equity securities, and (2) credit spread options on an S&P 500 ETF or Index. It may also invest in equity real estate investment trusts (“REITs”). A credit spread is an options strategy that involves the purchase of one option and a sale of another option in the same class and with the same expiration but different strike prices.Grade (RS Rating)
Last Trade
$20.90
Average Daily Volume
1,335
Number of Holdings
*
50
* may have additional holdings in another (foreign) market
Performance
| Period | DGRW | IPDP |
|---|---|---|
| 30 Days | 2.08% | 7.21% |
| 60 Days | 2.43% | 6.87% |
| 90 Days | 4.21% | 9.59% |
| 12 Months | 28.05% | 33.58% |
29 Overlapping Holdings
| Symbol | Grade | Weight in DGRW | Weight in IPDP | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.07% | 1.98% | 0.07% | |
| AAPL | B | 5.15% | 2.01% | 2.01% | |
| ABBV | D | 3.13% | 1.98% | 1.98% | |
| ABT | B | 1.04% | 2.02% | 1.04% | |
| ADP | B | 0.83% | 1.98% | 0.83% | |
| AIT | B | 0.02% | 1.96% | 0.02% | |
| AMP | B | 0.23% | 2.0% | 0.23% | |
| AOS | D | 0.04% | 1.97% | 0.04% | |
| APH | B | 0.21% | 1.96% | 0.21% | |
| CSCO | A | 2.1% | 1.99% | 1.99% | |
| CTAS | B | 0.23% | 2.02% | 0.23% | |
| DCI | A | 0.03% | 1.96% | 0.03% | |
| DOV | A | 0.11% | 1.96% | 0.11% | |
| ECL | D | 0.2% | 1.95% | 0.2% | |
| FAST | B | 0.28% | 1.99% | 0.28% | |
| GWW | A | 0.14% | 2.0% | 0.14% | |
| HIG | B | 0.23% | 2.03% | 0.23% | |
| JNJ | D | 3.08% | 2.02% | 2.02% | |
| KLAC | F | 0.22% | 1.92% | 0.22% | |
| LECO | C | 0.04% | 1.96% | 0.04% | |
| MCK | C | 0.11% | 2.04% | 0.11% | |
| MMC | A | 0.42% | 2.01% | 0.42% | |
| MSI | C | 0.27% | 2.0% | 0.27% | |
| PRI | A | 0.03% | 1.99% | 0.03% | |
| QCOM | F | 0.99% | 1.88% | 0.99% | |
| SEIC | A | 0.03% | 1.96% | 0.03% | |
| SYK | C | 0.4% | 2.01% | 0.4% | |
| TRV | B | 0.35% | 2.01% | 0.35% | |
| UNH | B | 2.07% | 2.03% | 2.03% |
DGRW Overweight 267 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | D | 6.81% | |
| AVGO | D | 3.75% | |
| NVDA | C | 3.66% | |
| HD | A | 2.93% | |
| PG | A | 2.76% | |
| MS | B | 2.5% | |
| KO | D | 2.34% | |
| ORCL | C | 1.86% | |
| PEP | F | 1.83% | |
| GS | B | 1.69% | |
| TXN | D | 1.57% | |
| LLY | F | 1.44% | |
| GOOGL | C | 1.4% | |
| META | D | 1.38% | |
| MCD | D | 1.36% | |
| GOOG | C | 1.34% | |
| AMGN | D | 1.32% | |
| TMUS | A | 1.24% | |
| GILD | B | 1.12% | |
| V | A | 1.11% | |
| UPS | C | 1.06% | |
| LMT | D | 1.05% | |
| EOG | C | 0.93% | |
| UNP | C | 0.9% | |
| HON | B | 0.85% | |
| AXP | A | 0.8% | |
| COP | D | 0.79% | |
| SBUX | B | 0.77% | |
| MA | B | 0.74% | |
| COST | B | 0.69% | |
| SCHW | A | 0.59% | |
| TJX | A | 0.56% | |
| ADI | D | 0.53% | |
| ITW | A | 0.51% | |
| CI | D | 0.51% | |
| CL | D | 0.5% | |
| APD | A | 0.49% | |
| TGT | F | 0.48% | |
| KMB | C | 0.46% | |
| GD | F | 0.44% | |
| PAYX | B | 0.4% | |
| COF | B | 0.39% | |
| WM | A | 0.39% | |
| FDX | B | 0.38% | |
| NSC | A | 0.38% | |
| SPGI | C | 0.37% | |
| HPQ | B | 0.35% | |
| NKE | F | 0.34% | |
| AIG | B | 0.32% | |
| PH | A | 0.32% | |
| DFS | B | 0.32% | |
| NOC | D | 0.32% | |
| INTU | C | 0.32% | |
| AMAT | F | 0.31% | |
| BKR | C | 0.3% | |
| ELV | F | 0.3% | |
| KKR | B | 0.3% | |
| SYY | C | 0.29% | |
| TRGP | B | 0.26% | |
| LRCX | F | 0.26% | |
| CSX | B | 0.25% | |
| RSG | A | 0.23% | |
| MAR | A | 0.23% | |
| CARR | C | 0.23% | |
| GE | D | 0.23% | |
| HCA | F | 0.22% | |
| BBY | D | 0.21% | |
| FANG | F | 0.21% | |
| SYF | A | 0.21% | |
| PFG | C | 0.21% | |
| LVS | C | 0.2% | |
| EBAY | C | 0.2% | |
| DD | D | 0.2% | |
| SHW | A | 0.2% | |
| YUM | B | 0.19% | |
| URI | B | 0.19% | |
| ZTS | D | 0.19% | |
| STZ | D | 0.18% | |
| MCO | A | 0.18% | |
| PGR | 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% | |
| TSCO | C | 0.16% | |
| TPR | A | 0.15% | |
| ROK | B | 0.15% | |
| AJG | A | 0.15% | |
| WY | D | 0.15% | |
| HAL | C | 0.14% | |
| EQT | B | 0.14% | |
| PPG | D | 0.14% | |
| NTAP | C | 0.13% | |
| DHI | D | 0.13% | |
| ROST | C | 0.13% | |
| MSCI | C | 0.13% | |
| JEF | A | 0.13% | |
| WSO | A | 0.12% | |
| BR | A | 0.12% | |
| BEN | C | 0.12% | |
| EQH | B | 0.12% | |
| EMN | D | 0.12% | |
| GPC | D | 0.12% | |
| LEN | C | 0.12% | |
| OVV | C | 0.11% | |
| WRB | A | 0.11% | |
| ALLY | C | 0.11% | |
| SWKS | F | 0.1% | |
| RMD | C | 0.1% | |
| WSM | B | 0.1% | |
| CHRW | C | 0.1% | |
| HUBB | B | 0.1% | |
| GEN | A | 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% | |
| MRO | B | 0.08% | |
| SSNC | A | 0.08% | |
| SBAC | D | 0.08% | |
| FAF | B | 0.07% | |
| VRT | B | 0.07% | |
| BALL | D | 0.07% | |
| WLK | D | 0.07% | |
| LKQ | D | 0.07% | |
| TXRH | A | 0.07% | |
| AVY | D | 0.07% | |
| WAL | B | 0.07% | |
| SF | B | 0.07% | |
| BAH | F | 0.07% | |
| TPL | B | 0.07% | |
| CDW | F | 0.07% | |
| HUM | C | 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% | |
| LH | B | 0.06% | |
| PHM | C | 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% | |
| EXPD | C | 0.05% | |
| HLI | A | 0.05% | |
| REYN | D | 0.05% | |
| EFX | D | 0.05% | |
| RL | B | 0.05% | |
| LPLA | B | 0.04% | |
| FDS | B | 0.04% | |
| ALSN | B | 0.04% | |
| GGG | B | 0.04% | |
| WH | A | 0.04% | |
| RLI | A | 0.04% | |
| JBHT | C | 0.04% | |
| WEN | D | 0.04% | |
| HII | F | 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% | |
| ITT | A | 0.03% | |
| BERY | B | 0.03% | |
| JKHY | D | 0.03% | |
| FBIN | D | 0.03% | |
| BWXT | B | 0.03% | |
| MKTX | D | 0.03% | |
| MSM | C | 0.03% | |
| TTC | D | 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% | |
| 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 21 Positions Relative to IPDP
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
IPDP: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Asset Management
Business Services
Drug Manufacturers - Major
Industrial Distribution
Insurance - Property & Casualty
Medical Distribution
Communication Equipment
Insurance - Diversified
Insurance Brokers
Medical Devices
Specialty Industrial Machinery
Tools & Accessories
Aerospace & Defense
Building Materials
Business Equipment
Consumer Electronics
Diagnostics & Research
Electronic Components
Health Care Plans
Compare ETFs
