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DON vs DES

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

DON

WisdomTree U.S. MidCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$3.9B

DES

WisdomTree U.S. SmallCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$2.1B

Key differences

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

Side-by-side comparison

DONDES
Annual cost (TER)0.38%0.38%
Fund size (AUM)$3.9B$2.1B
Since20062006
Dividend yield2.29%2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.2%+27.9%
CAGR 3Y+14.1%+15.3%
CAGR 5Y+7.7%+6.1%
Sharpe 3Y0.680.65
Volatility 1Y13.15%16.62%
Max drawdown-46.80%-45.65%

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

Similar to DON and DES