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DES vs DON

WisdomTree U.S. SmallCap Dividend Fund vs WisdomTree U.S. MidCap Dividend Fund

DES

WisdomTree U.S. SmallCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$2.1B

DON

WisdomTree U.S. MidCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$3.9B

Key differences

  • Over the last 3 years, DES has delivered higher annualized returns.

Side-by-side comparison

DESDON
Annual cost (TER)0.38%0.38%
Fund size (AUM)$2.1B$3.9B
Since20062006
Dividend yield2.30%2.29%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+16.2%
CAGR 3Y+15.3%+14.1%
CAGR 5Y+6.1%+7.7%
Sharpe 3Y0.650.68
Volatility 1Y16.62%13.15%
Max drawdown-45.65%-46.80%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DES and DON