DON vs IMCG
Comparison between WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).
5-Year PerformanceDON has outperformed IMCG, delivering a return of +9.3% compared to +7.8%
DON vs IMCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DON
$4B
IMCG
$4B
Expense Ratio
DON
0.38%
Winner
IMCG
0.06%
Max Drawdown
DON
64.40%
Winner
IMCG
59.05%
Sharpe Ratio
DON
1.06
Winner
IMCG
1.09
5Y Beta
Winner
DON
0.75
IMCG
1.03
P/E Ratio
Winner
DON
19.91
IMCG
37.42
Forward P/E
Winner
DON
14.35
IMCG
26.52
PEG Ratio
DON
0.20
Winner
IMCG
0.20
5Y Dividends CAGR
DON
8.67%
Winner
IMCG
40.88%
5Y EPS CAGR
DON
9.06%
Winner
IMCG
14.72%
Debt to Equity
Winner
DON
-27.26%
IMCG
86.39%
P/S Ratio
Winner
DON
1.45
IMCG
3.04
P/B Ratio
Winner
DON
2.35
IMCG
6.27
DON vs IMCG - Holdings Comparison
DON and IMCG have 17 common holdings. Overlap is 3.05%
DON's top 25 holdings weight is 22.05%. IMCG's top 25 holdings weight is 25.61%.
| Rank | DON | IMCG |
|---|---|---|
| #1 | BEST BUY CO INC (BBY) - 1.42% | FORTINET INC (FTNT) - 1.39% |
| #2 | VIATRIS INC (VTRS) - 1.36% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.25% |
| #3 | FRANKLIN RESOURCES INC (BEN) - 1.34% | CUMMINS INC (CMI) - 1.24% |
| #4 | HF SINCLAIR CORP (DINO) - 1.05% | n/a (DELL) - 1.24% |
| #5 | APA CORP (APA) - 1.04% | CLOUDFLARE INC (NET) - 1.20% |
| #6 | PERMIAN RESOURCES CORP CLASS A (PR) - 1.02% | n/a (JCI) - 1.19% |
| #7 | HASBRO INC (HAS) - 0.98% | FREEPORT-MCMORAN INC (FCX) - 1.19% |
| #8 | STANLEY BLACK & DECKER INC (SWK) - 0.98% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.18% |
| #9 | AMERICAN FINANCIAL GROUP INC (AFG) - 0.96% | DATADOG INC CLASS A (DDOG) - 1.13% |
| #10 | OMNICOM GROUP INC (OMC) - 0.94% | AON PLC CLASS A (AON) - 1.03% |
| #11 | ANTERO MIDSTREAM CORP (AM) - 0.94% | MOODYS CORP (MCO) - 1.00% |
| #12 | SNAP-ON INC (SNA) - 0.93% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.97% |
| #13 | W.P. CAREY INC (WPC) - 0.88% | O'REILLY AUTOMOTIVE INC (ORLY) - 0.95% |
| #14 | OGE ENERGY CORP (OGE) - 0.88% | ROYAL CARIBBEAN GROUP (RCL) - 0.95% |
| #15 | JM SMUCKER CO (SJM) - 0.86% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.95% |
| #16 | CLOROX CO (CLX) - 0.85% | MOTOROLA SOLUTIONS INC (MSI) - 0.93% |
| #17 | KIMCO REALTY CORP (KIM) - 0.85% | ECOLAB INC (ECL) - 0.91% |
| #18 | CF INDUSTRIES HOLDINGS INC (CF) - 0.84% | MONSTER BEVERAGE CORP (MNST) - 0.90% |
| #19 | THE AES CORP (AES) - 0.84% | TRANSDIGM GROUP INC (TDG) - 0.88% |
| #20 | PINNACLE WEST CAPITAL CORP (PNW) - 0.83% | BLOOM ENERGY CORP CLASS A (BE) - 0.87% |
| #21 | WEBSTER FINANCIAL CORP (WBS) - 0.46% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.87% |
| #22 | VAIL RESORTS INC (MTN) - 0.45% | CINTAS CORP (CTAS) - 0.85% |
| #23 | CULLEN/FROST BANKERS INC (CFR) - 0.45% | CIENA CORP (CIEN) - 0.85% |
| #24 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 0.45% | LUMENTUM HOLDINGS INC (LITE) - 0.85% |
| #25 | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.45% | CSX CORP (CSX) - 0.84% |
| Total Holdings | 256 | 263 |
DON vs IMCG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DON
+3.01%
IMCG
+2.27%
3M
DON
+6.45%
Winner
IMCG
+10.63%
6M
DON
+5.67%
Winner
IMCG
+20.10%
1Y
DON
+18.22%
Winner
IMCG
+23.69%
5Y(CAGR)
Winner
DON
+9.34%
IMCG
+7.77%
10Y(CAGR)
DON
+9.44%
Winner
IMCG
+14.49%
Max(CAGR)
DON
+9.39%
Winner
IMCG
+11.57%
DON vs IMCG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | DON | IMCG |
|---|---|---|
| 2026 | +13.20% | +23.12% |
| 2025 | +4.48% | +6.65% |
| 2024 | +14.03% | +19.72% |
| 2023 | +14.73% | +21.48% |
| 2022 | -5.08% | -25.08% |
| 2021 | +31.98% | +17.12% |
| 2020 | -5.03% | +44.03% |
| 2019 | +23.20% | +36.82% |
| 2018 | -8.81% | -4.35% |
| 2017 | +14.00% | +24.87% |
| 2016 | +21.44% | +8.75% |
| 2015 | -1.13% | +0.29% |
| 2014 | +16.41% | +11.58% |
| 2013 | +30.22% | +30.83% |
| 2012 | +13.46% | +14.19% |
| 2011 | +3.86% | -3.74% |
| 2010 | +20.77% | +25.95% |
| 2009 | +30.04% | +36.47% |
| 2008 | -31.38% | -45.99% |
| 2007 | -6.02% | +20.06% |
| 2006 | +14.77% | +7.72% |
| 2005 | N/A | +18.32% |
| 2004 | N/A | +14.09% |
DON vs IMCG Drawdown Comparison
The maximum drawdown for DON was -61.90%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The current DON drawdown is -0.70%.
| Rank | DON | IMCG |
|---|---|---|
| #1 | -61.90% Jun 4, 2007 - Mar 30, 2011 | -58.96% Oct 31, 2007 - Feb 11, 2011 |
| #2 | -46.79% Jan 16, 2020 - Feb 8, 2021 | -35.08% Nov 16, 2021 - Oct 14, 2024 |
| #3 | -21.46% Nov 25, 2024 - Jan 15, 2026 | -34.05% Feb 19, 2020 - Jun 1, 2020 |
| #4 | -21.10% Jul 7, 2011 - Feb 3, 2012 | -25.77% Jul 7, 2011 - Jan 4, 2013 |
| #5 | -19.20% Aug 29, 2018 - Jul 24, 2019 | -24.44% Apr 23, 2015 - Jan 25, 2017 |
| #6 | -15.72% Apr 20, 2022 - Jan 31, 2023 | -23.65% Sep 4, 2018 - Mar 21, 2019 |
| #7 | -13.97% Feb 2, 2023 - Dec 13, 2023 | -21.91% Dec 6, 2024 - Jul 3, 2025 |
| #8 | -13.58% Apr 6, 2015 - Mar 17, 2016 | -16.52% May 9, 2006 - Jan 31, 2007 |
| #9 | -9.16% Jan 26, 2018 - Jun 12, 2018 | -14.23% Feb 12, 2021 - Jul 9, 2021 |
| #10 | -9.09% May 1, 2012 - Aug 16, 2012 | -11.79% Jul 2, 2004 - Oct 1, 2004 |
| #11 | -9.05% Feb 11, 2026 - Jun 11, 2026 | -10.54% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -8.56% Sep 5, 2014 - Nov 3, 2014 | -10.17% Feb 26, 2026 - Apr 13, 2026 |
| #13 | -8.10% May 21, 2013 - Jul 18, 2013 | -9.88% Sep 3, 2014 - Nov 3, 2014 |
| #14 | -7.98% Jun 8, 2021 - Oct 15, 2021 | -9.26% Jan 26, 2018 - Mar 9, 2018 |
| #15 | -7.90% Jul 30, 2019 - Oct 22, 2019 | -9.20% Sep 2, 2020 - Oct 8, 2020 |
Correlation
Correlation between DON and IMCG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2004 - 2026)
DON vs IMCG dividend yield comparison.
| Year | DON | IMCG |
|---|---|---|
| 2026 | 1.13% | 0.23% |
| 2025 | 2.53% | 0.78% |
| 2024 | 2.27% | 0.78% |
| 2023 | 2.41% | 0.85% |
| 2022 | 2.71% | 0.91% |
| 2021 | 2.12% | 0.41% |
| 2020 | 2.77% | 0.09% |
| 2019 | 2.38% | 0.30% |
| 2018 | 2.55% | 0.35% |
| 2017 | 2.25% | 0.45% |
| 2016 | 2.48% | 0.52% |
| 2015 | 2.89% | 0.38% |
| 2014 | 2.56% | 0.60% |
| 2013 | 2.28% | 0.37% |
| 2012 | 3.62% | 0.80% |
| 2011 | 2.43% | 0.25% |
| 2010 | 2.83% | 0.33% |
| 2009 | 2.72% | 0.28% |
| 2008 | 5.61% | 0.45% |
| 2007 | 3.03% | 0.24% |
| 2006 | 1.30% | 0.46% |
| 2005 | 0.00% | 0.12% |
| 2004 | 0.00% | 0.01% |
Select Stocks to Compare
Popular: DON vs SPYIMCG vs SPY
More Comparisons
Compare with similar stocks