DGRO vs XLP Overlap

DGRO is a dividend-focused equity ETF from IShares, while XLP is a consumer staples ETF from SPDR. DGRO and XLP show limited overlap, with an estimated weighted overlap of 13.07%. They share 19 holdings in the loaded dataset, led by PG, PM, and KO.

13.1% overlap
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19Shared Holdings
OK
Low Overlap

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Quick Answer

DGRO is a dividend-focused equity ETF from IShares, while XLP is a consumer staples ETF from SPDR. DGRO and XLP show limited overlap, with an estimated weighted overlap of 13.07%. They share 19 holdings in the loaded dataset, led by PG, PM, and KO.

  • 13.07% weighted overlap across 19 shared holdings.
  • The top three shared holdings explain 52.58% of the measured overlap.
  • DGRO is the broader fund, while XLP is more targeted.
  • 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
XLP 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

XLP

State Street Consumer Staples Select Sector SPDR ETF

Issuer
SPDR
Asset class
Equity
Expense ratio
0.08%
AUM
$17B
Inception
Dec 16, 1998

What Stands Out In This Comparison

01

What This Means

DGRO is a dividend-focused equity ETF from IShares, while XLP is a consumer staples ETF from SPDR. DGRO and XLP 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 PG, PM, and KO.

02

How They Differ

DGRO is a dividend-focused equity ETF from IShares, while XLP is a consumer staples ETF from SPDR. DGRO is the broader fund, while XLP is the more targeted sleeve. DGRO and XLP are priced very similarly on expense ratio.

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 52.58% 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, XLP is the narrower expression. DGRO and XLP are priced very similarly on expense ratio.

Overlap Driver Snapshot

Concentration

The top three shared holdings explain 52.58% 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 XLP.

HoldingDGRO Wt.XLP Wt.Overlap
PG2.50%7.77%2.50%
PM2.39%5.74%2.39%
KO1.98%6.43%1.98%
PEP1.93%4.69%1.93%
WMT1.00%11.70%1.00%
MDLZ0.60%4.30%0.60%
COST0.58%9.43%0.58%
CL0.46%4.68%0.46%
SYY0.27%2.53%0.27%
ADM0.25%2.09%0.25%

Why These ETFs Overlap

DGRO is a dividend-focused equity ETF from IShares, while XLP is a consumer staples ETF from SPDR. The overlap exists because both funds allocate meaningful weight to the same holdings. In this dataset, the biggest shared drivers are PG, PM, and KO, which appear in both portfolios and push the overlap score higher.

Holding both DGRO and XLP 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.

Related Comparisons

Frequently Asked Questions About DGRO and XLP

What is the overlap between DGRO and XLP?+
DGRO and XLP currently show an estimated weighted overlap of 13.07% based on the loaded holdings data.
How many holdings do DGRO and XLP share?+
They share 19 holdings in the current dataset.
Is the DGRO and XLP overlap high?+
The current verdict is Low Overlap. That means the two ETFs have limited duplication in portfolio weight.
Why do DGRO and XLP overlap?+
DGRO and XLP overlap because the same large positions appear in both funds. In this comparison, the top three shared holdings explain 52.58% of the measured overlap score.
Which ETF is broader, DGRO or XLP?+
DGRO is the broader fund, while XLP 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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