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DON vs DIM

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

DON

WisdomTree U.S. MidCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$3.9B

DIM

WisdomTree International MidCap Dividend Fund

WisdomTree

Annual cost

0.58%

Fund size

$165M

Key differences

  • DON costs 0.20% less per year.
  • DON is significantly larger than DIM — larger funds tend to be more liquid and less likely to close.
  • DON covers north america markets; DIM covers global.
  • Over the last 3 years, DIM has delivered higher annualized returns.

Side-by-side comparison

DONDIM
Annual cost (TER)0.38%0.58%
Fund size (AUM)$3.9B$165M
Since20062006
Dividend yield2.29%2.82%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+16.2%+23.3%
CAGR 3Y+14.1%+17.8%
CAGR 5Y+7.7%+8.8%
Sharpe 3Y0.680.98
Volatility 1Y13.15%13.04%
Max drawdown-46.80%-40.89%

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

Similar to DON and DIM