DGRO vs IWP Overlap

Both funds come from IShares. DGRO is a dividend-focused equity ETF, while IWP is a U.S. growth equity ETF. DGRO and IWP show limited overlap, with an estimated weighted overlap of 4.35%. They share 72 holdings in the loaded dataset, led by SYY, FAST, and BK.

4.3% overlap
#
72Shared Holdings
OK
Low Overlap

Served from cache.

Quick Answer

Both funds come from IShares. DGRO is a dividend-focused equity ETF, while IWP is a U.S. growth equity ETF. DGRO and IWP show limited overlap, with an estimated weighted overlap of 4.35%. They share 72 holdings in the loaded dataset, led by SYY, FAST, and BK.

  • 4.35% weighted overlap across 72 shared holdings.
  • The top three shared holdings explain 16.67% of the measured overlap.
  • DGRO and IWP are closer in breadth than a broad-vs-niche ETF pair.
  • The overlap is mostly explained by the top shared positions rather than sector labels alone.
  • Holding both can still add materially different exposure.

Data Freshness

DGRO holdings
Mar 12, 2026
IWP 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

IWP

iShares Russell Mid-Cap Growth ETF

Issuer
IShares
Asset class
Equity
Expense ratio
0.23%
AUM
$19B
Inception
Jul 17, 2001

What Stands Out In This Comparison

01

What This Means

Both funds come from IShares. DGRO is a dividend-focused equity ETF, while IWP is a U.S. growth equity ETF. DGRO and IWP do not own much of the same portfolio weight. That usually means you are combining different parts of the market, with only a small amount of duplication through names like SYY, FAST, and BK.

02

How They Differ

Both funds come from IShares. DGRO is a dividend-focused equity ETF, while IWP is a U.S. growth equity ETF. Neither fund clearly dominates on breadth, so the practical difference is more about weighting, index construction, and cost. DGRO has the lower expense ratio, while IWP 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 16.67% 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

Because DGRO and IWP are closer in breadth, the better fit usually comes down to index methodology, issuer preference, and cost. DGRO has the lower expense ratio, while IWP charges more for its exposure.

Overlap Driver Snapshot

Concentration

The top three shared holdings explain 16.67% 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 IWP.

HoldingDGRO Wt.IWP Wt.Overlap
SYY0.27%0.75%0.27%
FAST0.26%1.51%0.26%
BK0.32%0.20%0.20%
YUM0.20%0.52%0.20%
DRI0.18%0.78%0.18%
PSX0.51%0.16%0.16%
ROST0.14%0.47%0.14%
ARES0.14%0.71%0.14%
LNG0.13%0.81%0.13%
AMP0.13%1.33%0.13%

Why These ETFs Overlap

Both funds come from IShares. DGRO is a dividend-focused equity ETF, while IWP is a U.S. growth equity ETF. The overlap exists because both funds allocate meaningful weight to the same holdings. In this dataset, the biggest shared drivers are SYY, FAST, and BK, which appear in both portfolios and push the overlap score higher.

Holding both DGRO and IWP can make sense if you want exposure to different sleeves of the market. The overlap is small enough that both funds may still improve diversification.

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Frequently Asked Questions About DGRO and IWP

What is the overlap between DGRO and IWP?+
DGRO and IWP currently show an estimated weighted overlap of 4.35% based on the loaded holdings data.
How many holdings do DGRO and IWP share?+
They share 72 holdings in the current dataset.
Is the DGRO and IWP overlap high?+
The current verdict is Low Overlap. That means the two ETFs have limited duplication in portfolio weight.
Why do DGRO and IWP overlap?+
DGRO and IWP overlap because the same large positions appear in both funds. In this comparison, the top three shared holdings explain 16.67% of the measured overlap score.
Which ETF is broader, DGRO or IWP?+
DGRO and IWP look closer in breadth than a broad-vs-niche pair, so the main difference is more about strategy and weighting than simple market coverage.

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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