SWPvsDVGRETF Comparison
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SWP Growth & Income ETF (SWP) and DAC 3D Dividend Growth ETF (DVGR) belong to the same industry segment: Uncategorized Equities. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. SWP is more expensive with a Total Expense Ratio (TER) of 0.99%, versus 0.65% for DVGR. SWP is up 5.58% year-to-date (YTD) with +$9M in YTD flows. DVGR performs better with 7.07% YTD performance, and +$3M in YTD flows. Run a side-by-side ETF comparison of SWP and DVGR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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SWP vs DVGR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SWP DVGR | -0.14%+0.42% | -0.25%+1.04% | +5.58%+7.07% | +14.72%n/a | n/an/a | n/an/a |
| Flows | SWP DVGR | +$843K+$527K | +$5M+$1M | +$9M+$3M | +$53M- | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SWP DVGR | +10.05%+10.45% | +12.07%n/a | n/an/a | n/an/a |
| Max drawdown | SWP DVGR | -3.34%-3.42% | -9.94%n/a | n/an/a | n/an/a |
| Max drawdown duration | SWP DVGR | 43d43d | 65dn/a | n/an/a | n/an/a |
Trading data
SWP | DVGR | |
Last sale 7/17/2026 at 1:30 PM | $27.95 | $26.44 |
| Previous close 07/16/2026 | $28.18 | $26.63 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
SWP | DVGR | |
|---|---|---|
| Last price | $27.95 | $26.44 |
| 1D performance | -0.80% | -0.70% |
| AuM | $148.80 M | $15.86 M |
| E/R | 0.99% | 0.65% |
Characteristics
SWP | DVGR | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | SWP Invest | Dividend Assets Capital |
| Benchmark | - | - |
| N° of holdings | 44 | 34 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 25, 2024 | December 4, 2025 |
| ESG | No | No |
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Exposure
Countries
SWP
USA
82.13%
Other
17.87%
DVGR
USA
88.24%
Canada
7.13%
Other
4.63%
Sectors
SWP
Technology
31.79%
Finance
20.12%
Healthcare
10.43%
Industrials
9.43%
Other
28.23%
DVGR
Technology
26.83%
Finance
18.17%
Healthcare
16.33%
Industrials
9.01%
Energy
7.13%
Other
22.53%
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Diversification
SWP
Total weight of top 15 holdings out of 15
46.84%
DVGR
Total weight of top 15 holdings out of 15
60.1%
Top 15 holdings
Data as of May 31, 2026
SWP
Microsoft Corp.
5.74%
Broadcom Inc.
4.36%
Apple, Inc.
4.25%
Alphabet, Inc.
3.89%
Oracle Corp.
3.45%
Meta Platforms, Inc.
3.26%
Prologis, Inc.
2.81%
International Business Machines Corp.
2.81%
Philip Morris International, Inc.
2.71%
JPMorgan Chase & Co.
2.41%
United Rentals, Inc.
2.36%
The Goldman Sachs Group, Inc.
2.27%
The TJX Cos., Inc.
2.26%
Emerson Electric Co.
2.15%
Citigroup, Inc.
2.11%
DVGR
Oracle Corp.
5.58%
Microsoft Corp.
5.03%
Broadcom Inc.
5.01%
The Goldman Sachs Group, Inc.
4.31%
UnitedHealth Group, Inc.
4.07%
HEICO Corp.
4.00%
Costco Wholesale Corp.
3.96%
JPMorgan Chase & Co.
3.91%
Enbridge, Inc.
3.64%
NextEra Energy, Inc.
3.60%
KLA Corp.
3.49%
Canadian Natural Resources Ltd.
3.49%
Texas Instruments Incorporated
3.48%
Visa, Inc.
3.44%
Amgen, Inc.
3.09%
Frequently asked questions about SWP and DVGR
How have the SWP and DVGR ETFs performed in 2026?
As of July 17, 2026, SWP is up 5.58% year-to-date (YTD), while DVGR has returned 7.07%. That puts DVGR better performer ahead so far this year.
Which ETF is attracting more investor money: SWP or DVGR?
Year-to-date, the SWP ETF saw +$9M in flows, compared to +$3M for DVGR.
Which ETF is bigger: SWP or DVGR?
As of July 17, 2026, SWP holds $148.80 M in assets under management (AUM), while DVGR manages $15.86 M.
What sectors do the SWP and DVGR ETFs invest in?
SWP leans toward sectors like Technology, Finance and Healthcare. Meanwhile, DVGR focuses on Technology, Finance and Healthcare.
What are the top holdings of the SWP ETF and DVGR ETF?
SWP top holdings include Microsoft Corp., Broadcom Inc. and Apple, Inc.. DVGR holds in its top three: Oracle Corp., Microsoft Corp. and Broadcom Inc..
Which ETF is more diversified: SWP or DVGR?
SWP holds 44 securities with 46.84% of its assets in the top 15. DVGR has 34 securities and a top 15 weight of 60.1%.
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