DGRO vs IVW: how much do they overlap?

iShares Core Dividend Growth ETF (DGRO) · iShares S&P 500 Growth ETF (IVW)

26.8%

overlap by weight · 62 shared holdings

DGRO: 394 holdings (as of 2026-04-30) · IVW: 143 holdings (as of 2026-03-31)

Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.

Low overlap

What this means

DGRO and IVW hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.

Top shared holdings

CompanyTickerin DGROin IVW
BROADCOM INC AVGO 3.25% 5.06%
APPLE INC AAPL 2.93% 6.43%
MICROSOFT CORP MSFT 2.91% 9.48%
JP MORGAN CHASE & COMPANY JPM 3.04% 1.86%
JOHNSON & JOHNSON JNJ 2.64% 1.2%
ELI LILLY & COMPANY LLY 1.14% 2.51%
VISA INC V 1.05% 0.96%
CATERPILLAR INC CAT 0.79% 1.14%
RTX CORP RTX 0.68% 0.89%
MASTERCARD INC MA 0.61% 0.94%

FAQ

How much do DGRO and IVW overlap?

DGRO and IVW have a 26.8% overlap by weight, sharing 62 holdings (out of 394 in DGRO and 143 in IVW), based on official issuer holdings as of 2026-04-30.

What does 26.8% overlap mean?

DGRO and IVW hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.

Which stocks do DGRO and IVW both hold?

The largest shared positions are BROADCOM INC, APPLE INC, MICROSOFT CORP, JP MORGAN CHASE & COMPANY, JOHNSON & JOHNSON. The full list of top shared holdings with weights in each fund is shown on this page.

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