DGRO vs DIA Overlap

DGRO is a dividend-focused equity ETF from IShares, while DIA is an industrials ETF from SPDR. DGRO and DIA show meaningful overlap, with an estimated weighted overlap of 29%. They share 21 holdings in the loaded dataset, led by JNJ, AAPL, and JPM.

29.0% overlap
#
21Shared Holdings
OK
Moderate Overlap

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Quick Answer

DGRO is a dividend-focused equity ETF from IShares, while DIA is an industrials ETF from SPDR. DGRO and DIA show meaningful overlap, with an estimated weighted overlap of 29%. They share 21 holdings in the loaded dataset, led by JNJ, AAPL, and JPM.

  • 29% weighted overlap across 21 shared holdings.
  • The top three shared holdings explain 28.91% of the measured overlap.
  • DGRO is the broader fund, while DIA is more targeted.
  • The overlap is mostly explained by the top shared positions rather than sector labels alone.
  • Holding both may add less diversification than the fund names imply.

Data Freshness

DGRO holdings
Mar 12, 2026
DIA holdings
Mar 12, 2026
Overlap computed
Mar 13, 2026
Data source
Financial Modeling Prep

Review the methodology for the overlap formula and refresh policy.

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About These ETFs

ETF A

DGRO

iShares Core Dividend Growth ETF

Issuer
IShares
Asset class
Equity
Expense ratio
0.08%
AUM
$38B
Inception
Jun 10, 2014

ETF B

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust

Issuer
SPDR
Asset class
Equity
Expense ratio
0.16%
AUM
$44B
Inception
Jan 14, 1998

What Stands Out In This Comparison

01

What This Means

DGRO is a dividend-focused equity ETF from IShares, while DIA is an industrials ETF from SPDR. DGRO and DIA overlap enough to matter, but they still bring different exposures to a portfolio. The overlap is concentrated in holdings such as JNJ, AAPL, and JPM, which explains why the score lands at 29%.

02

How They Differ

DGRO is a dividend-focused equity ETF from IShares, while DIA is an industrials ETF from SPDR. DGRO is the broader fund, while DIA is the more targeted sleeve. DGRO has the lower expense ratio, while DIA charges more for its exposure.

03

What Drives The Overlap

The overlap is driven by a relatively small set of large shared positions. The top three shared holdings account for 28.91% of the score, which means the result is heavily influenced by the biggest common weights rather than a long tail of tiny positions.

04

When One May Fit Better

If you want the broader portfolio building block, DGRO is usually the wider choice. If you want the more focused tilt, DIA is the narrower expression. DGRO has the lower expense ratio, while DIA charges more for its exposure.

Overlap Driver Snapshot

Concentration

The top three shared holdings explain 28.91% of the full overlap score.

That helps show whether the score comes from a handful of giant shared positions or from a broader mix of common holdings.

Shared Sector Tilt

Sector tags are not consistently available for the biggest shared positions in this dataset, so this comparison leans more on the specific holdings than on sector labels.

Top Shared Holdings

These are the holdings contributing the most to the overlap score between DGRO and DIA.

HoldingDGRO Wt.DIA Wt.Overlap
JNJ3.39%3.14%3.14%
AAPL2.65%3.36%2.65%
JPM2.59%3.72%2.59%
MSFT2.39%5.23%2.39%
HD2.09%4.60%2.09%
PG2.50%2.01%2.01%
UNH1.57%3.64%1.57%
MRK2.13%1.51%1.51%
AMGN1.34%4.84%1.34%
MCD1.20%4.22%1.20%

Why These ETFs Overlap

DGRO is a dividend-focused equity ETF from IShares, while DIA is an industrials ETF from SPDR. The overlap exists because both funds allocate meaningful weight to the same holdings. In this dataset, the biggest shared drivers are JNJ, AAPL, and JPM, which appear in both portfolios and push the overlap score higher.

Holding both DGRO and DIA can still be reasonable, but you should expect some duplication. The decision comes down to whether the non-overlapping parts of each ETF are important enough for your strategy.

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Frequently Asked Questions About DGRO and DIA

What is the overlap between DGRO and DIA?+
DGRO and DIA currently show an estimated weighted overlap of 29% based on the loaded holdings data.
How many holdings do DGRO and DIA share?+
They share 21 holdings in the current dataset.
Is the DGRO and DIA overlap high?+
The current verdict is Moderate Overlap. That means the two ETFs have noticeable duplication in portfolio weight.
Why do DGRO and DIA overlap?+
DGRO and DIA overlap because the same large positions appear in both funds. In this comparison, the top three shared holdings explain 28.91% of the measured overlap score.
Which ETF is broader, DGRO or DIA?+
DGRO is the broader fund, while DIA is the more targeted sleeve. That does not automatically make one better, but it helps explain why the pair can overlap while still serving different roles.

How Overlap Is Calculated

A straightforward approach used by portfolio analysts.

Overlap = sum(min(Weight_A, Weight_B)) for each shared holding

For every stock that appears in both ETFs, we take the smaller of the two weights. Adding up all those minimums gives the total overlap percentage. A score of 100% means the two ETFs hold the exact same stocks in the same proportions.

Want the full explanation? Read the methodology page.

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