DGRO vs IWD: how much do they overlap?
iShares Core Dividend Growth ETF (DGRO) · iShares Russell 1000 Value ETF (IWD)
overlap by weight · 304 shared holdings
DGRO: 394 holdings (as of 2026-04-30) · IWD: 866 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.
Moderate overlap
What this means
DGRO and IWD share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
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
| Company | Ticker | in DGRO | in IWD |
|---|---|---|---|
| JP MORGAN CHASE & COMPANY | JPM | 3.04% | 2.63% |
| EXXON MOBIL CORP | XOM | 2.9% | 2.36% |
| JOHNSON & JOHNSON | JNJ | 2.64% | 1.94% |
| PROCTER & GAMBLE COMPANY (THE) | PG | 2.07% | 1.12% |
| CISCO SYSTEMS INC | CSCO | 1.73% | 1.02% |
| MERCK & COMPANY INC | MRK | 1.75% | 0.98% |
| BANK OF AMERICA CORP | BAC | 1.83% | 0.97% |
| WALMART INC | WMT | 0.95% | 1.6% |
| PHILIP MORRIS INTERNATIONAL INC | PM | 1.94% | 0.85% |
| WELLS FARGO & COMPANY | WFC | 1.29% | 0.81% |
FAQ
How much do DGRO and IWD overlap?
DGRO and IWD have a 48.5% overlap by weight, sharing 304 holdings (out of 394 in DGRO and 866 in IWD), based on official issuer holdings as of 2026-04-30.
What does 48.5% overlap mean?
DGRO and IWD share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Which stocks do DGRO and IWD both hold?
The largest shared positions are JP MORGAN CHASE & COMPANY, EXXON MOBIL CORP, JOHNSON & JOHNSON, PROCTER & GAMBLE COMPANY (THE), CISCO SYSTEMS INC. The full list of top shared holdings with weights in each fund is shown on this page.