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DON vs DOL

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

DON

WisdomTree U.S. MidCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$3.9B

DOL

WisdomTree True Developed International Fund

WisdomTree

Annual cost

0.48%

Fund size

$792M

Key differences

  • DON costs 0.10% less per year.
  • DON is significantly larger than DOL — larger funds tend to be more liquid and less likely to close.
  • DON covers north america markets; DOL covers global.
  • Over the last 3 years, DOL has delivered higher annualized returns.

Side-by-side comparison

DONDOL
Annual cost (TER)0.38%0.48%
Fund size (AUM)$3.9B$792M
Since20062006
Dividend yield2.29%2.55%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+16.2%+28.8%
CAGR 3Y+14.1%+19.9%
CAGR 5Y+7.7%+12.3%
Sharpe 3Y0.681.09
Volatility 1Y13.15%15.04%
Max drawdown-46.80%-35.99%

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

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