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BILS vs DON

Comparison between STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF (BILS, ETF) and WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF).

5-Year PerformanceDON has outperformed BILS, delivering a return of +8.2% compared to +3.3%

BILS vs DON - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BILS
$3.90B
DON
$3.90B
Expense Ratio
Winner
BILS
0.14%
DON
0.38%
Max Drawdown
Winner
BILS
1.20%
DON
64.40%
Sharpe Ratio
BILS
0.63
Winner
DON
0.99
5Y Beta
Winner
BILS
-0.00
DON
0.78
P/E Ratio
BILS
N/A
DON
18.93
Forward P/E
BILS
N/A
DON
13.51
PEG Ratio
BILS
N/A
DON
0.16
5Y Dividends CAGR
BILS
N/A
DON
9.37%
5Y EPS CAGR
BILS
N/A
DON
9.82%
Debt to Equity
BILS
N/A
DON
-6.13%
P/S Ratio
BILS
N/A
DON
1.48
P/B Ratio
BILS
N/A
DON
2.14

BILS vs DON - Historical Returns

Returns include dividend reinvestment.

1M
BILS
+0.32%
Winner
DON
+3.45%
3M
BILS
+0.89%
Winner
DON
+8.97%
6M
BILS
+1.69%
Winner
DON
+8.74%
1Y
BILS
+3.92%
Winner
DON
+16.71%
5Y(CAGR)
BILS
+3.32%
Winner
DON
+8.17%
10Y(CAGR)
BILS
N/A
DON
+9.57%
Max(CAGR)
BILS
+2.89%
Winner
DON
+9.29%

BILS vs DON - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearBILSDON
2026+1.49%+9.56%
2025+4.19%+4.48%
2024+5.15%+14.03%
2023+4.92%+14.73%
2022+0.91%-5.08%
2021-0.08%+31.98%
2020+0.00%-5.03%
2019N/A+23.20%
2018N/A-8.81%
2017N/A+14.00%
2016N/A+21.44%
2015N/A-1.13%
2014N/A+16.41%
2013N/A+30.22%
2012N/A+13.46%
2011N/A+3.86%
2010N/A+20.77%
2009N/A+30.04%
2008N/A-31.38%
2007N/A-6.02%
2006N/A+14.77%

BILS vs DON Drawdown Comparison

The maximum drawdown for BILS was -0.41%, occurring on Jun 14, 2022. Recovery took 415 trading sessions.

The maximum drawdown for DON was -61.90%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.

RankBILSDON
#1-0.41%
Feb 5, 2021 - Sep 29, 2022
-61.90%
Jun 4, 2007 - Mar 30, 2011
#2-0.08%
Oct 6, 2022 - Oct 27, 2022
-46.79%
Jan 16, 2020 - Feb 8, 2021
#3-0.07%
Mar 17, 2023 - Mar 23, 2023
-21.46%
Nov 25, 2024 - Jan 15, 2026
#4-0.04%
Feb 1, 2024 - Feb 7, 2024
-21.10%
Jul 7, 2011 - Feb 3, 2012
#5-0.04%
Apr 5, 2023 - Apr 13, 2023
-19.20%
Aug 29, 2018 - Jul 24, 2019
#6-0.04%
Mar 13, 2023 - Mar 15, 2023
-15.72%
Apr 20, 2022 - Jan 31, 2023
#7-0.03%
Mar 2, 2023 - Mar 9, 2023
-13.97%
Feb 2, 2023 - Dec 13, 2023
#8-0.03%
Apr 8, 2025 - Apr 11, 2025
-13.58%
Apr 6, 2015 - Mar 17, 2016
#9-0.03%
Apr 13, 2023 - Apr 19, 2023
-9.16%
Jan 26, 2018 - Jun 12, 2018
#10-0.03%
Nov 10, 2022 - Nov 17, 2022
-9.09%
May 1, 2012 - Aug 16, 2012
#11-0.03%
Oct 28, 2025 - Oct 31, 2025
-9.05%
Feb 11, 2026 - Jun 11, 2026
#12-0.03%
Mar 24, 2023 - Mar 30, 2023
-8.56%
Sep 5, 2014 - Nov 3, 2014
#13-0.02%
Oct 9, 2020 - Feb 5, 2021
-8.10%
May 21, 2013 - Jul 18, 2013
#14-0.02%
Dec 17, 2024 - Dec 19, 2024
-7.98%
Jun 8, 2021 - Oct 15, 2021
#15-0.02%
Mar 15, 2023 - Mar 17, 2023
-7.90%
Jul 30, 2019 - Oct 22, 2019

Correlation

Correlation between BILS and DON is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2006 - 2026)

BILS vs DON dividend yield comparison.

YearBILSDON
20261.47%0.72%
20254.08%2.53%
20245.01%2.27%
20234.98%2.41%
20221.61%2.71%
20210.00%2.12%
20200.00%2.77%
20190.00%2.38%
20180.00%2.55%
20170.00%2.25%
20160.00%2.48%
20150.00%2.89%
20140.00%2.56%
20130.00%2.28%
20120.00%3.62%
20110.00%2.43%
20100.00%2.83%
20090.00%2.72%
20080.00%5.61%
20070.00%3.03%
20060.00%1.30%

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