DGRW vs SCHD: holdings overlap, shared companies and scores

As of September 11, 2026, DGRW and SCHD overlap 17.8% by weight. WisdomTree U.S. Quality Dividend Growth Fund (DGRW): U.S. quality dividend growth stocks. Schwab U.S. Dividend Equity ETF (SCHD): High-quality U.S. dividend stocks.

Updated September 11, 2026

How much do DGRW and SCHD overlap?

As of September 11, 2026, DGRW and SCHD overlap 17.8% by weight.

18% of DGRW is already inside SCHD.

52% of SCHD is already inside DGRW.

DGRW holds 197 companies and SCHD holds 98; 23 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score DGRW and SCHD?

As of September 11, 2026, ETF Copilot scores DGRW 5.5 out of 10 and SCHD 6.0 out of 10.

They differ most on Valuation: DGRW 1.9 and SCHD 6.7.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

DGRW vs SCHD — ETF Copilot factor scores, 0–10
FactorDGRWSCHD
Growth3.04.1
Valuation1.96.7
Risk8.78.5
Quality8.45.3
Return6.36.1

SCHD is the cheaper of the two at 0.06% a year

As of September 11, 2026, DGRW charges 0.28% a year, yields 1.48% and holds $17.1B in assets across 197 positions.

As of September 11, 2026, SCHD charges 0.06% a year, yields 3.48% and holds $110.6B in assets across 98 positions.

DGRW vs SCHD — cost, income and size
MeasureDGRWSCHD
Expense ratio0.28%0.06%
Dividend yield1.48%3.48%
Assets under management$17.1B$110.6B
Holdings19798

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Where DGRW and SCHD trade against their own history

DGRW trades at 25.1 times earnings, against its own median of 21.6, and is more expensive than 93% of its own 114 monthly readings since 2017.

SCHD trades at 19.1 times earnings, against its own median of 17.1, and is more expensive than 82% of its own 114 monthly readings since 2017.

What moved DGRW and SCHD this week

DGRW fell 1.4% in the week to September 11, 2026. The holdings that moved it most were Nvidia (−4.4%), Microsoft (−2.8%) and UnitedHealth (−5.4%); Meta Platforms (+6.1%) pushed the other way.

SCHD fell 2.7% in the week to September 11, 2026. The holdings that moved it most were Amgen (−15.0%), Abbott Laboratories (−6.3%) and Merck (−5.5%); Qualcomm (+7.9%) pushed the other way.

What do DGRW and SCHD each hold?

What's inside DGRW: Tech 41%, Magnificent 7 28%.

39% of DGRW is its ten largest holdings.

What's inside SCHD: Tech 9%, Semiconductors 6%.

42% of SCHD is its ten largest holdings.

Compare with similar funds

Cite this

ETF Copilot, “DGRW vs SCHD holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/dgrw-vs-schd

  1. WisdomTree U.S. Quality Dividend Growth Fund (DGRW)
  2. Schwab U.S. Dividend Equity ETF (SCHD)

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