DON vs DEM
Comparison between WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF) and WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND (DEM, ETF).
5-Year PerformanceDEM has outperformed DON, delivering a return of +9.7% compared to +8.2%
DON vs DEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DON
$3.90B
Winner
DEM
$4B
Expense Ratio
Winner
DON
0.38%
DEM
0.63%
Max Drawdown
DON
64.40%
Winner
DEM
57.03%
Sharpe Ratio
DON
0.99
Winner
DEM
1.59
5Y Beta
DON
0.78
Winner
DEM
0.60
P/E Ratio
DON
18.93
DEM
N/A
Forward P/E
DON
13.51
DEM
N/A
PEG Ratio
DON
0.16
DEM
N/A
5Y Dividends CAGR
Winner
DON
9.37%
DEM
6.07%
5Y EPS CAGR
DON
9.82%
DEM
N/A
Debt to Equity
DON
-6.13%
DEM
N/A
P/S Ratio
DON
1.48
DEM
N/A
P/B Ratio
DON
2.14
DEM
N/A
DON vs DEM - Holdings Comparison
DON and DEM have 0 common holdings. Overlap is 0.00%
DON's top 25 holdings weight is 22.92%. DEM's top 25 holdings weight is 39.48%.
| Rank | DON | DEM |
|---|---|---|
| #1 | FRANKLIN RESOURCES INC (BEN) - 1.36% | MEDIATEK INC (n/a) - 6.85% |
| #2 | VIATRIS INC (VTRS) - 1.30% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 4.13% |
| #3 | BEST BUY CO INC (BBY) - 1.25% | UNITED MICROELECTRONICS CORP (n/a) - 2.60% |
| #4 | APA CORP (APA) - 1.13% | n/a (n/a) - 2.45% |
| #5 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.98% | SAUDI ARABIAN OIL CO (n/a) - 1.87% |
| #6 | HASBRO INC (HAS) - 0.96% | ORLEN SA (n/a) - 1.86% |
| #7 | OMNICOM GROUP INC (OMC) - 0.93% | n/a (n/a) - 1.67% |
| #8 | STANLEY BLACK & DECKER INC (SWK) - 0.93% | QUANTA COMPUTER INC (n/a) - 1.64% |
| #9 | AMERICAN FINANCIAL GROUP INC (AFG) - 0.91% | n/a (n/a) - 1.45% |
| #10 | ANTERO MIDSTREAM CORP (AM) - 0.91% | PKO BANK POLSKI SA (n/a) - 1.38% |
| #11 | SNAP-ON INC (SNA) - 0.89% | n/a (n/a) - 1.32% |
| #12 | W.P. CAREY INC (WPC) - 0.89% | INDUSTRIAL BANK CO LTD CLASS A (n/a) - 1.26% |
| #13 | HF SINCLAIR CORP (DINO) - 0.88% | ASUSTEK COMPUTER INC (n/a) - 1.16% |
| #14 | OGE ENERGY CORP (OGE) - 0.87% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.99% |
| #15 | THE AES CORP (AES) - 0.87% | AMBEV SA (n/a) - 0.99% |
| #16 | CLOROX CO (CLX) - 0.83% | CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 0.94% |
| #17 | SIRIUS XM HOLDINGS INC (SIRI) - 0.83% | INNOLUX CORP (n/a) - 0.91% |
| #18 | PINNACLE WEST CAPITAL CORP (PNW) - 0.81% | TATA CONSULTANCY SERVICES LTD (n/a) - 0.83% |
| #19 | KIMCO REALTY CORP (KIM) - 0.80% | FIRSTRAND LTD (n/a) - 0.79% |
| #20 | EASTMAN CHEMICAL CO (EMN) - 0.78% | SAUDI TELECOM CO (n/a) - 0.77% |
| #21 | CF INDUSTRIES HOLDINGS INC (CF) - 0.78% | BANK POLSKA KASA OPIEKI SA (n/a) - 0.75% |
| #22 | SUN COMMUNITIES INC (SUI) - 0.77% | EVERGREEN MARINE CORP (TAIWAN) LTD (n/a) - 0.75% |
| #23 | JM SMUCKER CO (SJM) - 0.77% | SAUDI NATIONAL BANK (n/a) - 0.74% |
| #24 | HOST HOTELS & RESORTS INC (HST) - 0.75% | CHINA HONGQIAO GROUP LTD (n/a) - 0.70% |
| #25 | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 0.74% | n/a (n/a) - 0.68% |
| Total Holdings | 295 | 531 |
DON vs DEM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DON
+3.45%
DEM
+3.24%
3M
DON
+8.97%
Winner
DEM
+14.22%
6M
DON
+8.74%
Winner
DEM
+21.06%
1Y
DON
+16.71%
Winner
DEM
+28.20%
5Y(CAGR)
DON
+8.17%
Winner
DEM
+9.65%
10Y(CAGR)
DON
+9.57%
Winner
DEM
+10.62%
Max(CAGR)
Winner
DON
+9.29%
DEM
+5.11%
DON vs DEM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DON | DEM |
|---|---|---|
| 2026 | +9.56% | +18.40% |
| 2025 | +4.48% | +21.85% |
| 2024 | +14.03% | +5.66% |
| 2023 | +14.73% | +21.11% |
| 2022 | -5.08% | -10.64% |
| 2021 | +31.98% | +10.71% |
| 2020 | -5.03% | -7.42% |
| 2019 | +23.20% | +19.79% |
| 2018 | -8.81% | -8.80% |
| 2017 | +14.00% | +24.78% |
| 2016 | +21.44% | +26.16% |
| 2015 | -1.13% | -20.90% |
| 2014 | +16.41% | -10.17% |
| 2013 | +30.22% | -8.21% |
| 2012 | +13.46% | +13.65% |
| 2011 | +3.86% | -11.22% |
| 2010 | +20.77% | +20.83% |
| 2009 | +30.04% | +53.78% |
| 2008 | -31.38% | -33.89% |
| 2007 | -6.02% | +2.61% |
| 2006 | +14.77% | N/A |
DON vs DEM Drawdown Comparison
The maximum drawdown for DON was -61.90%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.
The maximum drawdown for DEM was -51.78%, occurring on Mar 2, 2009. Recovery took 471 trading sessions.
The current DEM drawdown is -1.29%.
| Rank | DON | DEM |
|---|---|---|
| #1 | -61.90% Jun 4, 2007 - Mar 30, 2011 | -51.78% May 19, 2008 - Apr 1, 2010 |
| #2 | -46.79% Jan 16, 2020 - Feb 8, 2021 | -47.00% Apr 29, 2011 - Jan 18, 2018 |
| #3 | -21.46% Nov 25, 2024 - Jan 15, 2026 | -37.79% Jan 13, 2020 - Mar 15, 2021 |
| #4 | -21.10% Jul 7, 2011 - Feb 3, 2012 | -27.12% Feb 16, 2022 - Feb 20, 2024 |
| #5 | -19.20% Aug 29, 2018 - Jul 24, 2019 | -19.03% Jan 26, 2018 - Jan 2, 2020 |
| #6 | -15.72% Apr 20, 2022 - Jan 31, 2023 | -18.42% Apr 14, 2010 - Sep 13, 2010 |
| #7 | -13.97% Feb 2, 2023 - Dec 13, 2023 | -16.36% Jul 23, 2007 - Sep 27, 2007 |
| #8 | -13.58% Apr 6, 2015 - Mar 17, 2016 | -15.64% Oct 7, 2024 - Jun 6, 2025 |
| #9 | -9.16% Jan 26, 2018 - Jun 12, 2018 | -15.33% Oct 31, 2007 - May 15, 2008 |
| #10 | -9.09% May 1, 2012 - Aug 16, 2012 | -9.48% Jul 11, 2024 - Sep 24, 2024 |
| #11 | -9.05% Feb 11, 2026 - Jun 11, 2026 | -9.17% Jun 4, 2021 - Jan 12, 2022 |
| #12 | -8.56% Sep 5, 2014 - Nov 3, 2014 | -7.89% Feb 25, 2026 - Apr 17, 2026 |
| #13 | -8.10% May 21, 2013 - Jul 18, 2013 | -6.69% Jan 3, 2011 - Mar 30, 2011 |
| #14 | -7.98% Jun 8, 2021 - Oct 15, 2021 | -6.36% Nov 4, 2010 - Dec 31, 2010 |
| #15 | -7.90% Jul 30, 2019 - Oct 22, 2019 | -5.30% Sep 17, 2025 - Nov 10, 2025 |
Correlation
Correlation between DON and DEM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2006 - 2026)
DON vs DEM dividend yield comparison.
| Year | DON | DEM |
|---|---|---|
| 2026 | 0.72% | 0.42% |
| 2025 | 2.53% | 4.88% |
| 2024 | 2.27% | 5.24% |
| 2023 | 2.41% | 5.49% |
| 2022 | 2.71% | 8.62% |
| 2021 | 2.12% | 5.87% |
| 2020 | 2.77% | 4.21% |
| 2019 | 2.38% | 4.78% |
| 2018 | 2.55% | 4.47% |
| 2017 | 2.25% | 3.67% |
| 2016 | 2.48% | 3.63% |
| 2015 | 2.89% | 5.21% |
| 2014 | 2.56% | 5.51% |
| 2013 | 2.28% | 4.10% |
| 2012 | 3.62% | 3.29% |
| 2011 | 2.43% | 4.44% |
| 2010 | 2.83% | 3.24% |
| 2009 | 2.72% | 2.93% |
| 2008 | 5.61% | 5.85% |
| 2007 | 3.03% | 0.92% |
| 2006 | 1.30% | 0.00% |
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