DGRW vs. ESGU ETF Comparison

Comparison of WisdomTree U.S. Dividend Growth Fund (DGRW) to iShares MSCI USA ESG Optimized ETF (ESGU)
DGRW

WisdomTree U.S. Dividend Growth Fund

DGRW Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Dividend Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that consists of dividend-paying U.S. common stocks with growth characteristics. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$84.42

Average Daily Volume

507,539

Number of Holdings *

296

* may have additional holdings in another (foreign) market
ESGU

iShares MSCI USA ESG Optimized ETF

ESGU Description The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.

Grade (RS Rating)

Last Trade

$131.23

Average Daily Volume

490,830

Number of Holdings *

284

* may have additional holdings in another (foreign) market
Performance
Period DGRW ESGU
30 Days 1.33% 3.53%
60 Days 2.25% 4.75%
90 Days 3.75% 6.66%
12 Months 27.75% 32.83%
105 Overlapping Holdings
Symbol Grade Weight in DGRW Weight in ESGU Overlap
A D 0.07% 0.11% 0.07%
AAPL C 4.98% 6.22% 4.98%
ABBV D 3.12% 0.41% 0.41%
ADI D 0.53% 0.12% 0.12%
ADP B 0.84% 0.69% 0.69%
AJG B 0.15% 0.11% 0.11%
AMAT F 0.33% 0.46% 0.33%
AMGN D 1.36% 0.37% 0.37%
AVGO D 3.92% 1.37% 1.37%
AXP A 0.79% 0.44% 0.44%
BALL D 0.07% 0.09% 0.07%
BBY D 0.21% 0.16% 0.16%
BKR B 0.28% 0.15% 0.15%
BR A 0.12% 0.45% 0.12%
CARR D 0.23% 0.17% 0.17%
CHRW C 0.1% 0.2% 0.1%
CI F 0.51% 0.28% 0.28%
CL D 0.48% 0.09% 0.09%
COF B 0.39% 0.12% 0.12%
COP C 0.77% 0.36% 0.36%
COST B 0.68% 0.79% 0.68%
CSCO B 2.12% 0.47% 0.47%
DFS B 0.32% 0.24% 0.24%
DHI D 0.12% 0.09% 0.09%
ECL D 0.21% 0.4% 0.21%
ELV F 0.3% 0.34% 0.3%
EQT B 0.13% 0.12% 0.12%
EXPD D 0.05% 0.25% 0.05%
FANG D 0.2% 0.09% 0.09%
FBIN D 0.03% 0.1% 0.03%
FDS B 0.04% 0.16% 0.04%
FDX B 0.37% 0.11% 0.11%
GE D 0.24% 0.45% 0.24%
GILD C 1.15% 0.48% 0.48%
GOOG C 1.34% 2.34% 1.34%
GOOGL C 1.4% 1.19% 1.19%
GS A 1.69% 0.4% 0.4%
GWW B 0.14% 0.37% 0.14%
HCA F 0.23% 0.13% 0.13%
HD A 2.95% 1.02% 1.02%
HES B 0.16% 0.32% 0.16%
HIG B 0.23% 0.26% 0.23%
HII D 0.04% 0.07% 0.04%
HLT A 0.09% 0.11% 0.09%
HON B 0.86% 0.39% 0.39%
HPQ B 0.35% 0.1% 0.1%
HUBB B 0.1% 0.11% 0.1%
HWM A 0.06% 0.11% 0.06%
INTU C 0.35% 0.61% 0.35%
JBHT C 0.04% 0.1% 0.04%
JNJ D 3.03% 0.62% 0.62%
KKR A 0.3% 0.12% 0.12%
KMB D 0.43% 0.15% 0.15%
KO D 2.3% 0.85% 0.85%
LH C 0.06% 0.1% 0.06%
LII A 0.06% 0.13% 0.06%
LKQ D 0.07% 0.23% 0.07%
LLY F 1.53% 1.21% 1.21%
LRCX F 0.27% 0.29% 0.27%
MA C 0.74% 0.95% 0.74%
MCD D 1.36% 0.31% 0.31%
MCK B 0.11% 0.32% 0.11%
MCO B 0.18% 0.3% 0.18%
META D 1.39% 2.19% 1.39%
MMC B 0.42% 0.17% 0.17%
MRO B 0.08% 0.1% 0.08%
MS A 2.48% 0.54% 0.54%
MSFT F 6.85% 5.77% 5.77%
NOC D 0.34% 0.19% 0.19%
NTAP C 0.12% 0.08% 0.08%
NVDA C 3.61% 6.91% 3.61%
ODFL B 0.06% 0.1% 0.06%
ORCL B 1.82% 0.59% 0.59%
OVV B 0.1% 0.14% 0.1%
PAYX C 0.41% 0.11% 0.11%
PEP F 1.86% 0.38% 0.38%
PFG D 0.21% 0.11% 0.11%
PG A 2.65% 0.69% 0.69%
PGR A 0.18% 0.42% 0.18%
PHM D 0.06% 0.1% 0.06%
POOL C 0.04% 0.1% 0.04%
PPG F 0.14% 0.21% 0.14%
PWR A 0.05% 0.11% 0.05%
QCOM F 1.01% 0.28% 0.28%
SBAC D 0.08% 0.13% 0.08%
SBUX A 0.77% 0.24% 0.24%
SCHW B 0.56% 0.2% 0.2%
SPGI C 0.37% 0.47% 0.37%
SYF B 0.21% 0.22% 0.21%
SYK C 0.4% 0.11% 0.11%
SYY B 0.29% 0.09% 0.09%
TGT F 0.6% 0.23% 0.23%
TRGP B 0.24% 0.28% 0.24%
TRV B 0.35% 0.21% 0.21%
TSCO D 0.17% 0.14% 0.14%
TXN C 1.6% 0.7% 0.7%
UNH C 2.05% 0.95% 0.95%
UNP C 0.91% 0.29% 0.29%
UPS C 1.05% 0.16% 0.16%
URI B 0.2% 0.13% 0.13%
V A 1.1% 1.05% 1.05%
WSM B 0.07% 0.13% 0.07%
WST C 0.03% 0.1% 0.03%
WY D 0.15% 0.1% 0.1%
ZTS D 0.19% 0.34% 0.19%
DGRW Overweight 191 Positions Relative to ESGU
Symbol Grade Weight
TMUS B 1.25%
LMT D 1.07%
ABT B 1.02%
EOG A 0.9%
TJX A 0.56%
ITW B 0.51%
GD F 0.48%
APD A 0.46%
WM A 0.4%
NSC B 0.39%
NKE D 0.35%
AIG B 0.32%
PH A 0.32%
FAST B 0.28%
CSX B 0.26%
MSI B 0.26%
AMP A 0.23%
MAR B 0.23%
CTAS B 0.23%
KLAC D 0.23%
APH A 0.22%
RSG A 0.22%
SHW A 0.21%
LVS C 0.2%
EBAY D 0.2%
DD D 0.2%
YUM B 0.19%
HSY F 0.18%
OTIS C 0.17%
STZ D 0.17%
FNF B 0.17%
DRI B 0.17%
OXY D 0.16%
NRG B 0.16%
ROK B 0.15%
MSCI C 0.14%
ROST C 0.13%
JEF A 0.13%
HAL C 0.13%
TPR B 0.13%
WSO A 0.12%
EQH B 0.12%
EMN D 0.12%
LEN D 0.12%
GPC D 0.12%
GEN B 0.11%
WRB A 0.11%
DOV A 0.11%
BEN C 0.11%
ALLY C 0.11%
BAH F 0.09%
ROL B 0.09%
DKS C 0.09%
RMD C 0.09%
SWKS F 0.09%
ERIE D 0.08%
RPM A 0.08%
VMC B 0.08%
CDW F 0.08%
MAS D 0.08%
SSNC B 0.08%
AVY D 0.07%
CSL C 0.07%
TXRH C 0.07%
TPL A 0.07%
WAL B 0.07%
HUM C 0.07%
SF B 0.07%
OMF A 0.07%
CIVI D 0.06%
VRT B 0.06%
EVR B 0.06%
FAF A 0.06%
NXST C 0.06%
MLM B 0.06%
VRSK A 0.06%
WLK D 0.06%
RHI B 0.05%
NFG A 0.05%
HLI B 0.05%
VOYA B 0.05%
MPWR F 0.05%
REYN D 0.05%
RL B 0.05%
EFX F 0.05%
AOS F 0.04%
MSM C 0.04%
ALSN B 0.04%
GGG B 0.04%
RLI B 0.04%
WH B 0.04%
WEN D 0.04%
LECO B 0.04%
FLS B 0.04%
DPZ C 0.04%
NDSN B 0.04%
CE F 0.04%
HEI B 0.03%
CW B 0.03%
SEE C 0.03%
PR B 0.03%
GNTX C 0.03%
LW C 0.03%
PAYC B 0.03%
LSTR D 0.03%
ARMK B 0.03%
LEA D 0.03%
MAN D 0.03%
MGY A 0.03%
BWA D 0.03%
CBT C 0.03%
MUR D 0.03%
BERY B 0.03%
AVT C 0.03%
THO B 0.03%
SEIC B 0.03%
ITT A 0.03%
BWXT B 0.03%
JKHY D 0.03%
PRI A 0.03%
MKTX D 0.03%
TTC D 0.03%
LPLA A 0.03%
DCI B 0.03%
SNDR B 0.02%
TECH D 0.02%
COLM B 0.02%
CHDN B 0.02%
WMS D 0.02%
OLED D 0.02%
AAON B 0.02%
WWD B 0.02%
IPAR B 0.02%
AWI A 0.02%
HEI B 0.02%
MMS F 0.02%
OLN D 0.02%
AEO F 0.02%
TKO B 0.02%
UFPI B 0.02%
TTEK F 0.02%
SIGI C 0.02%
RRC B 0.02%
ASH D 0.02%
UHS D 0.02%
BSY D 0.02%
AIT A 0.02%
CHX C 0.02%
WCC B 0.02%
SM B 0.02%
EXP A 0.02%
HLNE B 0.02%
BYD C 0.02%
MORN B 0.02%
TER D 0.02%
LPX B 0.02%
CASY A 0.02%
JBL B 0.02%
RGLD C 0.02%
FIX A 0.02%
EHC B 0.02%
MTDR B 0.02%
ASO F 0.01%
HXL D 0.01%
CNXC F 0.01%
VNT B 0.01%
MOG.A B 0.01%
FUL F 0.01%
POWI D 0.01%
BCC B 0.01%
BMI B 0.01%
COKE C 0.01%
LFUS F 0.01%
IBP D 0.01%
LEN D 0.01%
PFSI D 0.01%
BRKR D 0.01%
AMKR D 0.01%
AMG B 0.01%
KNSL B 0.01%
H B 0.01%
CHE D 0.01%
DLB B 0.01%
EXPO D 0.01%
NSP D 0.01%
ORA B 0.01%
ZWS B 0.01%
NEU C 0.01%
NFE D 0.0%
PVH C 0.0%
FSS B 0.0%
DGRW Underweight 179 Positions Relative to ESGU
Symbol Grade Weight
AMZN C -3.61%
TSLA B -1.78%
JPM A -1.34%
CRM B -0.72%
NOW A -0.66%
BAC A -0.65%
CVX A -0.61%
NFLX A -0.6%
XOM B -0.58%
ADBE C -0.56%
PRU A -0.54%
IBM C -0.52%
PEG A -0.48%
K A -0.48%
MRK F -0.47%
TT A -0.47%
DIS B -0.47%
CMI A -0.46%
AMD F -0.44%
ACN C -0.43%
BK A -0.42%
RTX C -0.42%
BRK.A B -0.41%
NEE D -0.41%
LOW D -0.39%
OKE A -0.39%
CRH A -0.39%
NI A -0.38%
VZ C -0.37%
ADSK A -0.37%
PNC B -0.36%
GIS D -0.35%
BKNG A -0.34%
C A -0.34%
LIN D -0.34%
ISRG A -0.33%
EQIX A -0.33%
VRTX F -0.32%
CAT B -0.32%
PNR A -0.32%
MMM D -0.32%
KMI A -0.32%
MET A -0.31%
AMT D -0.31%
DHR F -0.31%
CCI D -0.31%
INTC D -0.29%
PANW C -0.27%
CLX B -0.26%
NXPI D -0.26%
EW C -0.25%
FLUT A -0.25%
WELL A -0.24%
PFE D -0.24%
IDXX F -0.23%
DAL C -0.23%
UBER D -0.23%
DLR B -0.23%
DE A -0.22%
CDNS B -0.22%
AXON A -0.22%
XYL D -0.22%
COR B -0.22%
KR B -0.22%
CHD B -0.21%
SNPS B -0.21%
ANSS B -0.21%
CMCSA B -0.2%
LNG B -0.2%
FERG B -0.2%
DECK A -0.2%
KEYS A -0.2%
TMO F -0.2%
ANET C -0.2%
NDAQ A -0.2%
VLTO D -0.19%
TAP C -0.19%
ETN A -0.19%
CBRE B -0.18%
JCI C -0.18%
BG F -0.18%
CMS C -0.18%
MU D -0.18%
HPE B -0.17%
EA A -0.17%
HBAN A -0.17%
GEV B -0.17%
COO D -0.17%
MELI D -0.17%
USB A -0.17%
WAT B -0.17%
WDAY B -0.17%
BMY B -0.17%
MRVL B -0.16%
T A -0.16%
IT C -0.16%
EXC C -0.16%
KHC F -0.16%
TEAM A -0.15%
NEM D -0.15%
STE F -0.15%
TWLO A -0.15%
IRM D -0.15%
CAH B -0.15%
PTC A -0.15%
D C -0.15%
REGN F -0.15%
FTV C -0.14%
RCL A -0.14%
DGX A -0.14%
PYPL B -0.14%
WFC A -0.13%
CMG B -0.13%
FIS C -0.13%
EME C -0.13%
TFC A -0.13%
HUBS A -0.13%
J F -0.13%
PLD D -0.13%
PSX C -0.13%
LULU C -0.12%
NUE C -0.12%
BLK C -0.12%
NTRS A -0.12%
AFL B -0.12%
AIZ A -0.12%
TRMB B -0.12%
CNH C -0.12%
ACGL D -0.12%
IQV D -0.12%
FICO B -0.12%
FI A -0.12%
WTW B -0.11%
GDDY A -0.11%
IR B -0.11%
EIX B -0.11%
IEX B -0.11%
VEEV C -0.11%
CEG D -0.11%
DELL C -0.11%
STLD B -0.11%
OC A -0.11%
FOX A -0.11%
IP B -0.11%
MKC D -0.1%
HOLX D -0.1%
JNPR F -0.1%
ZBH C -0.1%
ES D -0.1%
DXCM D -0.1%
SLB C -0.1%
LDOS C -0.1%
DVA B -0.1%
MDB C -0.1%
KDP D -0.09%
HRL D -0.09%
ADM D -0.09%
AKAM D -0.09%
STX D -0.09%
ED D -0.09%
SNOW C -0.09%
WDC D -0.09%
WTRG B -0.09%
ULTA F -0.09%
PARA C -0.09%
VLO C -0.09%
TFX F -0.08%
AVTR F -0.08%
MTD D -0.08%
ALNY D -0.08%
MOH F -0.08%
FSLR F -0.08%
IPG D -0.08%
IFF D -0.08%
CPB D -0.08%
CNC D -0.07%
BIIB F -0.07%
DLTR F -0.06%
MRNA F -0.04%
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