DGRO vs IWM: Complete Comparison
iShares Core Dividend Growth ETF vs iShares Russell 2000 ETF โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: DGRO and IWM are very similar. Choose based on your broker's commission structure or personal preference.
Detailed Overlap Analysis
47 shared holdings representing 0.9% portfolio overlap
Top Shared Holdings
| # | Stock | DGRO Weight | IWM Weight | Overlap |
|---|---|---|---|---|
| 1 | AUB AUB | 0.04% | 0.17% | 0.04% |
| 2 | NJR NJR | 0.04% | 0.16% | 0.04% |
| 3 | OGS OGS | 0.04% | 0.16% | 0.04% |
| 4 | TXNM TXNM | 0.04% | 0.20% | 0.04% |
| 5 | ESNT ESNT | 0.03% | 0.21% | 0.03% |
| 6 | FULT FULT | 0.03% | 0.12% | 0.03% |
| 7 | HOMB HOMB | 0.03% | 0.18% | 0.03% |
| 8 | RDN RDN | 0.03% | 0.16% | 0.03% |
| 9 | SFBS SFBS | 0.02% | 0.13% | 0.02% |
| 10 | AWR AWR | 0.02% | 0.09% | 0.02% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in DGRO
Unique to DGRO
| Symbol | Name | Weight |
|---|---|---|
| AAPL | AAPL | 3.33% |
| JNJ | JNJ | 3.22% |
| JPM | JPM | 3.07% |
| XOM | XOM | 3.02% |
| AVGO | AVGO | 2.87% |
Top Holdings Only in IWM
Unique to IWM
| Symbol | Name | Weight |
|---|---|---|
| CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD | 0.86% |
| BE | BLOOM ENERGY CLASS A CORP | 0.80% |
| FN | FABRINET | 0.62% |
| IONQ | IONQ INC | 0.51% |
| NXT | NEXTPOWER INC CLASS A | 0.44% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.