DGRO — iShares Core Dividend Growth ETF
394 holdings · — · data as of 2026-04-30
Sector breakdown
Financials 19.3%
Technology 18.3%
Health Care 16.3%
Consumer Staples 11.4%
Industrials 9.7%
Utilities 6.4%
Consumer Discretionary 5.1%
Materials 2.3%
Energy 2.2%
Unclassified 8.8%
Sectors assigned via S&P 500 sector-ETF membership; small-cap and international holdings appear as Unclassified. See methodology.
Overlaps most with
DGRO vs VIG 70.4% DGRO vs VYM 63.8% DGRO vs VTV 56.9% DGRO vs IVE 51.2% DGRO vs IWD 48.5% DGRO vs IVV 45%
Tax-loss harvesting partners for DGRO
Investors harvesting a loss in DGRO often look for a fund with similar — but not identical — exposure to stay invested without triggering the wash-sale rule. Overlap is one useful lens; funds tracking the same index are widely considered risky swaps regardless of ticker. Not tax advice — confirm with a professional.
| Candidate | Overlap with DGRO | Reading |
|---|---|---|
| VIG Vanguard Dividend Appreciation ETF | 70.4% | similar exposure, different basket |
| VYM Vanguard High Dividend Yield ETF | 63.8% | looser substitute |
| VTV Vanguard Value ETF | 56.9% | looser substitute |
| IVE iShares S&P 500 Value ETF | 51.2% | looser substitute |
| IWD iShares Russell 1000 Value ETF | 48.5% | looser substitute |