DIVO vs DGRW: Holdings Overlap
DIVOAmplify CWP Enhanced Dividend Income ETF
Amplify · 27 holdings · $7.6B · as of 2026-03-31
DGRWWisdomTree U.S. Quality Dividend Growth Fund
WisdomTree · 198 holdings · $17.2B · as of 2026-03-31
How similar are DIVO and DGRW?
Amplify CWP Enhanced Dividend Income ETF (DIVO, by Amplify) holds 27 positions; WisdomTree U.S. Quality Dividend Growth Fund (DGRW, by WisdomTree) holds 198. They have 17 holdings in common, and by portfolio weight the two funds are 28.0% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 28.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 17DIVO holds 27 · DGRW holds 198
- Weight in Shared Holdings
- DIVO 62%·DGRW 33%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in DIVO
10 of 27 positions (36.3% of the fund) are not held by DGRW.
Sector Breakdown
| Sector | DIVO | DGRW |
|---|---|---|
| Information Technology | 14.0% | 28.5% |
| Financials | 23.4% | 9.1% |
| Industrials | 14.2% | 10.3% |
| Health Care | 8.9% | 13.8% |
| Consumer Discretionary | 13.0% | 8.2% |
| Other Sectors | 20.1% | 30.0% |
| Unclassified | 4.4% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (4% of DIVO, 0% of DGRW).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| DIVO | +3.7% | +10.9% | +19.6% | +15.6% | +11.2% | — | 6.22% |
| DGRW | +3.9% | +12.6% | +18.6% | +15.8% | +12.2% | +14.1% | 1.23% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in DIVO vs DGRW →
Shared Holdings(17)
The top 10 shared positions account for 84% of the overlap, led by AAPL, MSFT and HD.
 AAPLApple Inc. COM | 4.86% | 5.46% | 4.86% |
|---|---|---|---|
 MSFTMicrosoft Corp. COM | 5.09% | 4.75% | 4.75% |
 HDHome Depot Inc. COM | 4.23% | 2.83% | 2.83% |
 KOCoca-Cola Co (The) COM | 2.24% | 2.95% | 2.24% |
 MCDMcDonald's Corp. COM | 4.06% | 1.95% | 1.95% |
 CVXChevron Corp. COM | 4.81% | 1.87% | 1.87% |
 VVisa Inc COM CL A | 4.28% | 1.36% | 1.36% |
 CATCaterpillar Inc COM | 5.04% | 1.29% | 1.29% |
 MRKMerck & Co., Inc COM | 3.20% | 1.20% | 1.20% |
 WMTWalmart Inc COM | 3.73% | 1.11% | 1.11% |
 VZVerizon Communications Inc. COM | 1.05% | 1.46% | 1.05% |
 IBMInternational Business Machines Corp. COM | 4.00% | 1.04% | 1.04% |
 AXPAmerican Express Company COM | 4.85% | 0.86% | 0.86% |
 FDXFedEx Corporation COM | 2.30% | 0.74% | 0.74% |
 TJXThe TJX Companies Inc. COM | 4.67% | 0.73% | 0.73% |
 MPCMarathon Petroleum Corp. COM | 3.08% | 0.07% | 0.07% |
 METAMeta Platforms Inc CL A | 0.06% | 3.26% | 0.06% |
Frequently Asked Questions
How much do DIVO and DGRW overlap?
DIVO and DGRW overlap by 28.0% of portfolio weight. They share 17 holdings (DIVO holds 27 positions and DGRW holds 198), based on each fund's latest SEC-reported holdings.
Is it redundant to own both DIVO and DGRW?
The two portfolios are 28.0% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of DIVO and DGRW?
The largest positions held by both funds are AAPL, MSFT, HD, KO and MCD. Together the top 10 shared positions account for 84% of the total overlap.
What does DIVO own that DGRW doesn't?
10 positions (36.3% of DIVO) are unique to DIVO, led by RTX, GS and JPM. In the other direction, 181 positions (67.0% of DGRW) are unique to DGRW.