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DON vs DGRW

WisdomTree U.S. MidCap Dividend Fund vs WisdomTree U.S. Quality Dividend Growth Fund

DON

WisdomTree U.S. MidCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$3.9B

DGRW

WisdomTree U.S. Quality Dividend Growth Fund

WisdomTree

Annual cost

0.28%

Fund size

$16.4B

Key differences

  • DGRW costs 0.10% less per year.
  • DGRW is significantly larger than DON — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DGRW has delivered higher annualized returns.
  • DON has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DONDGRW
Annual cost (TER)0.38%0.28%
Fund size (AUM)$3.9B$16.4B
Since20062013
Dividend yield2.29%1.32%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.2%+21.8%
CAGR 3Y+14.1%+17.1%
CAGR 5Y+7.7%+12.1%
Sharpe 3Y0.681.04
Volatility 1Y13.15%10.02%
Max drawdown-46.80%-32.04%

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

Similar to DON and DGRW