DGRO and VIG · filed portfolios
DGRO vs VIG fund overlap
This page compares the filed equity sleeves of iShares Core Dividend Growth ETF and Vanguard Dividend Appreciation Index Fund. Both source dates appear with the result.
Filed portfolio overlap
67.9%
Filed portfolio result
iShares Core Dividend Growth ETF and Vanguard Dividend Appreciation Index Fund share 67.9% of their filed equity sleeves. The DGRO class costs $80 per year for each $100,000 invested; the VIG class costs $40 per year for each $100,000.
iShares Core Dividend Growth ETF (DGRO) · Vanguard Dividend Appreciation Index Fund (VIG)
Largest shared positions
| Company | DGRO | VIG |
|---|---|---|
| BROADCOM INC | 3.25% | 5.21% |
| JP MORGAN CHASE & COMPANY | 3.05% | 3.61% |
| APPLE INC | 2.94% | 4.10% |
| MICROSOFT CORP | 2.91% | 3.99% |
| EXXON MOBIL CORP | 2.91% | 2.92% |
| JOHNSON & JOHNSON | 2.64% | 2.51% |
| ABBVIE INC | 2.53% | 1.69% |
| CISCO SYSTEMS INC | 1.73% | 1.64% |
| BANK OF AMERICA CORP | 1.84% | 1.58% |
| PROCTER & GAMBLE COMPANY (THE) | 2.07% | 1.55% |
Largest positions only in DGRO
| Company | Weight |
|---|---|
| PHILIP MORRIS INTERNATIONAL INC | 1.94% |
| WELLS FARGO & COMPANY | 1.29% |
| CITIGROUP INC | 1.12% |
| CONOCOPHILLIPS | 0.99% |
| DUKE ENERGY CORP | 0.73% |
Largest positions only in VIG
| Company | Weight |
|---|---|
| Texas Instruments Inc | 1.16% |
| Linde PLC | 1.06% |
| Eaton Corp PLC | 0.76% |
| Starbucks Corp | 0.54% |
| Chubb Ltd | 0.54% |
For individual-company research, use the Buy Like Buffett company library.
This is a quarter-end snapshot filed later. Both funds may have traded since these dates, and portfolio overlap does not show whether either fund is better.
Data provenance
DGRO holdings run 7f35c13d-dab5-4663-b04b-b5d91b2d68a2; VIG holdings run 7f35c13d-dab5-4663-b04b-b5d91b2d68a2. Method cusip6-equity-sleeve@1; identifier coverage 95.0% and 100.0%. Source accessions 0000940400-26-025197 and 0000734383-26-000213.