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DWM vs DON

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

DWM

WisdomTree International Equity Fund

WisdomTree

Annual cost

0.48%

Fund size

$663M

DON

WisdomTree U.S. MidCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$3.9B

Key differences

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

Side-by-side comparison

DWMDON
Annual cost (TER)0.48%0.38%
Fund size (AUM)$663M$3.9B
Since20062006
Dividend yield2.78%2.29%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+16.2%
CAGR 3Y+17.6%+14.1%
CAGR 5Y+10.2%+7.7%
Sharpe 3Y0.950.68
Volatility 1Y14.24%13.15%
Max drawdown-37.82%-46.80%

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

Similar to DWM and DON