DON vs IBDU

Comparison between WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF).

5-Year PerformanceDON has outperformed IBDU, delivering a return of +9.3% compared to +1.0%

DON vs IBDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DON(ETF)	IBDU(ETF)
Net Assets	$4B	$4.10B
Expense Ratio	0.38%	0.10%
Max Drawdown	64.40%	22.93%
Sharpe Ratio	1.06	-0.19
5Y Beta	0.75	0.05
P/E Ratio	19.91	N/A
Forward P/E	14.35	N/A
PEG Ratio	0.20	N/A
5Y Dividends CAGR	8.67%	9.63%
5Y EPS CAGR	9.06%	N/A
Debt to Equity	-27.26%	N/A
P/S Ratio	1.45	N/A
P/B Ratio	2.35	N/A

Net Assets

DON

$4B

Winner

IBDU

$4.10B

Expense Ratio

DON

0.38%

Winner

IBDU

0.10%

Max Drawdown

DON

64.40%

Winner

IBDU

22.93%

Sharpe Ratio

Winner

DON

1.06

IBDU

-0.19

5Y Beta

DON

0.75

Winner

IBDU

0.05

P/E Ratio

DON

19.91

IBDU

N/A

Forward P/E

DON

14.35

IBDU

N/A

PEG Ratio

DON

0.20

IBDU

N/A

5Y Dividends CAGR

DON

8.67%

Winner

IBDU

9.63%

5Y EPS CAGR

DON

9.06%

IBDU

N/A

Debt to Equity

DON

-27.26%

IBDU

N/A

P/S Ratio

DON

1.45

IBDU

N/A

P/B Ratio

DON

2.35

IBDU

N/A

DON vs IBDU - Historical Returns

Returns include dividend reinvestment.

Period	DON	IBDU
1 month	+3.01%	+0.34%
3 months	+6.45%	+0.62%
6 months	+5.67%	+0.60%
1 year	+18.22%	+3.43%
5 years(CAGR)	+9.34%	+1.02%
10 years(CAGR)	+9.44%	N/A
Max(CAGR)	+9.39%	+2.41%

Winner

DON

+3.01%

IBDU

+0.34%

Winner

DON

+6.45%

IBDU

+0.62%

Winner

DON

+5.67%

IBDU

+0.60%

Winner

DON

+18.22%

IBDU

+3.43%

5Y(CAGR)

Winner

DON

+9.34%

IBDU

+1.02%

10Y(CAGR)

DON

+9.44%

IBDU

N/A

Max(CAGR)

Winner

DON

+9.39%

IBDU

+2.41%

DON vs IBDU - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DON	IBDU
2026	+13.20%	+1.15%
2025	+4.48%	+7.50%
2024	+14.03%	+4.07%
2023	+14.73%	+8.17%
2022	-5.08%	-12.44%
2021	+31.98%	-1.87%
2020	-5.03%	+10.16%
2019	+23.20%	+2.23%
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 IBDU Drawdown Comparison

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

The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

The current DON drawdown is -0.70%.

Rank	DON	IBDU
#1	-61.90% Jun 4, 2007 - Mar 30, 2011	-19.44% Aug 4, 2021 - Jul 21, 2025
#2	-46.79% Jan 16, 2020 - Feb 8, 2021	-18.22% Mar 5, 2020 - Jun 15, 2020
#3	-21.46% Nov 25, 2024 - Jan 15, 2026	-5.23% Dec 31, 2020 - Aug 2, 2021
#4	-21.10% Jul 7, 2011 - Feb 3, 2012	-1.79% Aug 6, 2020 - Nov 27, 2020
#5	-19.20% Aug 29, 2018 - Jul 24, 2019	-1.65% Oct 4, 2019 - Dec 26, 2019
#6	-15.72% Apr 20, 2022 - Jan 31, 2023	-1.58% Feb 27, 2026 - Aug 5, 2026
#7	-13.97% Feb 2, 2023 - Dec 13, 2023	-0.81% Nov 30, 2020 - Dec 24, 2020
#8	-13.58% Apr 6, 2015 - Mar 17, 2016	-0.78% Sep 24, 2019 - Oct 2, 2019
#9	-9.16% Jan 26, 2018 - Jun 12, 2018	-0.67% Jun 16, 2020 - Jul 1, 2020
#10	-9.09% May 1, 2012 - Aug 16, 2012	-0.55% Feb 3, 2020 - Feb 10, 2020
#11	-9.05% Feb 11, 2026 - Jun 11, 2026	-0.52% Feb 25, 2020 - Feb 28, 2020
#12	-8.56% Sep 5, 2014 - Nov 3, 2014	-0.51% Oct 21, 2025 - Nov 24, 2025
#13	-8.10% May 21, 2013 - Jul 18, 2013	-0.47% Sep 15, 2025 - Oct 1, 2025
#14	-7.98% Jun 8, 2021 - Oct 15, 2021	-0.37% Jul 23, 2020 - Jul 29, 2020
#15	-7.90% Jul 30, 2019 - Oct 22, 2019	-0.35% Feb 10, 2020 - Feb 18, 2020

Correlation

Correlation between DON and IBDU is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2006 - 2026)

DON vs IBDU dividend yield comparison.

Year	DON	IBDU
2026	1.13%	2.67%
2025	2.53%	4.67%
2024	2.27%	4.75%
2023	2.41%	4.21%
2022	2.71%	3.34%
2021	2.12%	2.29%
2020	2.77%	2.42%
2019	2.38%	0.74%
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%