DON vs EAGL

Comparison between WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF) and EAGLE CAPITAL SELECT EQUITY ETF (EAGL, ETF).

DON vs EAGL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DON(ETF)	EAGL(ETF)
Net Assets	$3.70B	$3.80B
Expense Ratio	0.38%	0.80%
Max Drawdown	64.40%	15.09%
Sharpe Ratio	1.02	1.06
5Y Beta	0.79	0.84
P/E Ratio	19.20	19.34
Forward P/E	14.39	16.99
PEG Ratio	0.16	N/A
5Y Dividends CAGR	9.57%	N/A
5Y EPS CAGR	11.86%	15.34%
Debt to Equity	-17.74%	N/A
P/S Ratio	1.80	1.49
P/B Ratio	2.27	2.65

Net Assets

DON

$3.70B

Winner

EAGL

$3.80B

Expense Ratio

Winner

DON

0.38%

EAGL

0.80%

Max Drawdown

DON

64.40%

Winner

EAGL

15.09%

Sharpe Ratio

DON

1.02

Winner

EAGL

1.06

5Y Beta

Winner

DON

0.79

EAGL

0.84

P/E Ratio

Winner

DON

19.20

EAGL

19.34

Forward P/E

Winner

DON

14.39

EAGL

16.99

PEG Ratio

DON

0.16

EAGL

N/A

5Y Dividends CAGR

DON

9.57%

EAGL

N/A

5Y EPS CAGR

DON

11.86%

Winner

EAGL

15.34%

Debt to Equity

DON

-17.74%

EAGL

N/A

P/S Ratio

DON

1.80

Winner

EAGL

1.49

P/B Ratio

Winner

DON

2.27

EAGL

2.65

DON vs EAGL - Holdings Comparison

DON and EAGL have 2 common holdings. Overlap is 0.43%

DON's top 25 holdings weight is 21.28%. EAGL's top 25 holdings weight is 91.71%.

Rank	DON	EAGL
#1	FRANKLIN RESOURCES INC (BEN) - 1.28%	CONOCOPHILLIPS (COP) - 7.72%
#2	VIATRIS INC (VTRS) - 1.23%	LONDON STOCK EXCHANGE GROUP PLC ADR (LSEGY) - 7.35%
#3	APA CORP (APA) - 1.16%	AMAZON.COM INC (AMZN) - 7.20%
#4	HASBRO INC (HAS) - 1.10%	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.40%
#5	PERMIAN RESOURCES CORP CLASS A (PR) - 1.03%	UNITEDHEALTH GROUP INC (UNH) - 4.70%
#6	BEST BUY CO INC (BBY) - 1.02%	ALPHABET INC CLASS A (GOOGL) - 4.66%
#7	OMNICOM GROUP INC (OMC) - 0.95%	MICROSOFT CORP (MSFT) - 4.40%
#8	ANTERO MIDSTREAM CORP (AM) - 0.94%	SAP SE ADR (SAP) - 4.29%
#9	AMERICAN FINANCIAL GROUP INC (AFG) - 0.93%	MERCADOLIBRE INC (MELI) - 3.83%
#10	STANLEY BLACK & DECKER INC (SWK) - 0.92%	DANAHER CORP (DHR) - 3.80%
#11	SNAP-ON INC (SNA) - 0.90%	CAPITAL ONE FINANCIAL CORP (COF) - 3.61%
#12	CLOROX CO (CLX) - 0.89%	WORKDAY INC CLASS A (WDAY) - 3.35%
#13	W.P. CAREY INC (WPC) - 0.88%	COMCAST CORP CLASS A (CMCSA) - 3.27%
#14	OGE ENERGY CORP (OGE) - 0.88%	LENNAR CORP CLASS A (LEN) - 3.01%
#15	THE AES CORP (AES) - 0.86%	AERCAP HOLDINGS NV (AER) - 2.97%
#16	CF INDUSTRIES HOLDINGS INC (CF) - 0.84%	WOODWARD INC (WWD) - 2.88%
#17	PINNACLE WEST CAPITAL CORP (PNW) - 0.84%	INTUIT INC (INTU) - 2.88%
#18	SUN COMMUNITIES INC (SUI) - 0.81%	SHELL PLC ADR (REPRESENTING ORDINARY SHARES) (SHEL) - 2.41%
#19	KIMCO REALTY CORP (KIM) - 0.80%	ALCOA CORP (AA) - 2.39%
#20	UGI CORP (UGI) - 0.77%	META PLATFORMS INC CLASS A (META) - 2.27%
#21	UDR INC (UDR) - 0.45%	BAYER AG ADR (BAYRY) - 2.14%
#22	WEBSTER FINANCIAL CORP (WBS) - 0.45%	ASML HOLDING NV ADR (ASML) - 2.13%
#23	ZIONS BANCORP NA (ZION) - 0.45%	BLACKROCK TREASURY TRUST INSTL 62 (n/a) - 1.78%
#24	LAMAR ADVERTISING CO CLASS A (LAMR) - 0.45%	THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.65%
#25	n/a (BF-B) - 0.45%	HUMANA INC (HUM) - 1.62%
Total Holdings	256	34

DON vs EAGL - Historical Returns

Returns include dividend reinvestment.

Period	DON	EAGL
1 month	+2.08%	+4.32%
3 months	-0.68%	+1.75%
6 months	+9.90%	+4.85%
1 year	+16.91%	+17.38%
5 years(CAGR)	+7.55%	N/A
10 years(CAGR)	+9.45%	N/A
Max(CAGR)	+9.18%	+13.62%

DON

+2.08%

Winner

EAGL

+4.32%

DON

-0.68%

Winner

EAGL

+1.75%

Winner

DON

+9.90%

EAGL

+4.85%

DON

+16.91%

Winner

EAGL

+17.38%

5Y(CAGR)

DON

+7.55%

EAGL

N/A

10Y(CAGR)

DON

+9.45%

EAGL

N/A

Max(CAGR)

DON

+9.18%

Winner

EAGL

+13.62%

DON vs EAGL - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DON	EAGL
2026	+6.60%	-0.15%
2025	+4.48%	+17.06%
2024	+14.03%	+11.27%
2023	+14.73%	N/A
2022	-5.08%	N/A
2021	+31.98%	N/A
2020	-5.03%	N/A
2019	+23.20%	N/A
2018	-8.81%	N/A
2017	+14.00%	N/A
2016	+21.44%	N/A
2015	-1.13%	N/A
2014	+16.41%	N/A
2013	+30.22%	N/A
2012	+13.46%	N/A
2011	+3.86%	N/A
2010	+20.77%	N/A
2009	+30.04%	N/A
2008	-31.38%	N/A
2007	-6.02%	N/A
2006	+14.77%	N/A

DON vs EAGL Drawdown Comparison

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

The maximum drawdown for EAGL was -15.09%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.

The current DON drawdown is -1.57%. The current EAGL drawdown is -3.55%.

Rank	DON	EAGL
#1	-61.90% Jun 4, 2007 - Mar 30, 2011	-15.09% Feb 6, 2025 - Jun 12, 2025
#2	-46.79% Jan 16, 2020 - Feb 8, 2021	-13.54% Jan 9, 2026 - Mar 27, 2026
#3	-21.46% Nov 25, 2024 - Jan 15, 2026	-7.71% Jul 16, 2024 - Sep 19, 2024
#4	-21.10% Jul 7, 2011 - Feb 3, 2012	-7.12% Oct 27, 2025 - Dec 10, 2025
#5	-19.20% Aug 29, 2018 - Jul 24, 2019	-4.68% Nov 7, 2024 - Jan 21, 2025
#6	-15.72% Apr 20, 2022 - Jan 31, 2023	-4.06% Jul 9, 2025 - Aug 15, 2025
#7	-13.97% Feb 2, 2023 - Dec 13, 2023	-3.56% Oct 6, 2025 - Oct 23, 2025
#8	-13.58% Apr 6, 2015 - Mar 17, 2016	-3.16% Apr 8, 2024 - May 6, 2024
#9	-9.16% Jan 26, 2018 - Jun 12, 2018	-2.13% May 15, 2024 - Jun 21, 2024
#10	-9.09% May 1, 2012 - Aug 16, 2012	-1.87% Dec 11, 2025 - Dec 23, 2025
#11	-9.05% Feb 11, 2026 - Mar 20, 2026	-1.80% Oct 18, 2024 - Nov 5, 2024
#12	-8.56% Sep 5, 2014 - Nov 3, 2014	-1.41% Oct 14, 2024 - Oct 18, 2024
#13	-8.10% May 21, 2013 - Jul 18, 2013	-1.32% Jun 12, 2025 - Jun 26, 2025
#14	-7.98% Jun 8, 2021 - Oct 15, 2021	-1.09% Sep 8, 2025 - Sep 18, 2025
#15	-7.90% Jul 30, 2019 - Oct 22, 2019	-1.04% Jan 24, 2025 - Feb 6, 2025

Correlation

Correlation between DON and EAGL is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2006 - 2026)

DON vs EAGL dividend yield comparison.

Year	DON	EAGL
2026	0.57%	0.00%
2025	2.53%	0.55%
2024	2.27%	0.29%
2023	2.41%	0.00%
2022	2.71%	0.00%
2021	2.12%	0.00%
2020	2.77%	0.00%
2019	2.38%	0.00%
2018	2.55%	0.00%
2017	2.25%	0.00%
2016	2.48%	0.00%
2015	2.89%	0.00%
2014	2.56%	0.00%
2013	2.28%	0.00%
2012	3.62%	0.00%
2011	2.43%	0.00%
2010	2.83%	0.00%
2009	2.72%	0.00%
2008	5.61%	0.00%
2007	3.03%	0.00%
2006	1.30%	0.00%