Screener
DON vs DGRS
WisdomTree U.S. MidCap Dividend Fund vs WisdomTree U.S. SmallCap Quality Dividend Growth Fund
Key differences
- DON is significantly larger than DGRS — larger funds tend to be more liquid and less likely to close.
- DON has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DON | DGRS | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.38% |
| Fund size (AUM) | $3.9B | $386M |
| Since | 2006 | 2013 |
| Dividend yield | 2.29% | 2.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +16.2% | +26.5% |
| CAGR 3Y | +14.1% | +14.5% |
| CAGR 5Y | +7.7% | +5.8% |
| Sharpe 3Y | 0.68 | 0.60 |
| Volatility 1Y | 13.15% | 18.22% |
| Max drawdown | -46.80% | -44.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to DON and DGRS
Explore further