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DON vs QMID

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

DON

WisdomTree U.S. MidCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$3.9B

QMID

Wisdomtree U.S. Midcap Quality Growth Fund

WisdomTree

Annual cost

0.38%

Fund size

$2M

Key differences

  • DON is significantly larger than QMID — 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

DONQMID
Annual cost (TER)0.38%0.38%
Fund size (AUM)$3.9B$2M
Since20062024
Dividend yield2.29%0.51%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.2%+10.7%
CAGR 3Y+14.1%N/A
CAGR 5Y+7.7%N/A
Sharpe 3Y0.68N/A
Volatility 1Y13.15%15.08%
Max drawdown-46.80%-24.42%

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

Similar to DON and QMID