DGRO vs MDY: how much do they overlap?
iShares Core Dividend Growth ETF (DGRO) · SPDR S&P MIDCAP 400 ETF Trust (MDY)
overlap by weight · 125 shared holdings
DGRO: 394 holdings (as of 2026-04-30) · MDY: 400 holdings (as of 09-Jul-2026)
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 MDY 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
| Company | Ticker | in DGRO | in MDY |
|---|---|---|---|
| FIDELITY NATIONAL FINANCIAL INC | FNF | 0.13% | 0.35% |
| EAST WEST BANCORP INC | EWBC | 0.12% | 0.5% |
| OVINTIV INC | OVV | 0.09% | 0.42% |
| DICKS SPORTING GOODS INC | DKS | 0.08% | 0.4% |
| OGE ENERGY CORP | OGE | 0.08% | 0.28% |
| DT MIDSTREAM INC | DTM | 0.08% | 0.42% |
| JEFFERIES FINANCIAL GROUP INC | JEF | 0.07% | 0.24% |
| ESSENTIAL UTILITIES INC | WTRG | 0.07% | 0.3% |
| OWENS CORNING | OC | 0.07% | 0.31% |
| UNUM GROUP | UNM | 0.07% | 0.36% |
FAQ
How much do DGRO and MDY overlap?
DGRO and MDY have a 4.2% overlap by weight, sharing 125 holdings (out of 394 in DGRO and 400 in MDY), based on official issuer holdings as of 2026-04-30.
What does 4.2% overlap mean?
DGRO and MDY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do DGRO and MDY both hold?
The largest shared positions are FIDELITY NATIONAL FINANCIAL INC, EAST WEST BANCORP INC, OVINTIV INC, DICKS SPORTING GOODS INC, OGE ENERGY CORP. The full list of top shared holdings with weights in each fund is shown on this page.