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DON vs DHS

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

DON

WisdomTree U.S. MidCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$3.9B

DHS

WisdomTree U.S. High Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$1.5B

Key differences

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

Side-by-side comparison

DONDHS
Annual cost (TER)0.38%0.38%
Fund size (AUM)$3.9B$1.5B
Since20062006
Dividend yield2.29%3.24%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.2%+25.8%
CAGR 3Y+14.1%+17.7%
CAGR 5Y+7.7%+11.2%
Sharpe 3Y0.681.07
Volatility 1Y13.15%9.93%
Max drawdown-46.80%-37.35%

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

Similar to DON and DHS