DON vs IWX
Comparison between WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF) and ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF).
5-Year PerformanceIWX has outperformed DON, delivering a return of +12.9% compared to +9.3%
DON vs IWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DON
$4B
IWX
$4B
Expense Ratio
DON
0.38%
Winner
IWX
0.20%
Max Drawdown
DON
64.40%
Winner
IWX
35.76%
Sharpe Ratio
DON
1.06
Winner
IWX
2.61
5Y Beta
DON
0.75
Winner
IWX
0.68
P/E Ratio
Winner
DON
19.91
IWX
22.23
Forward P/E
Winner
DON
14.35
IWX
19.76
PEG Ratio
Winner
DON
0.20
IWX
0.41
5Y Dividends CAGR
Winner
DON
8.67%
IWX
5.22%
5Y EPS CAGR
DON
9.06%
Winner
IWX
14.39%
Debt to Equity
Winner
DON
-27.26%
IWX
-3.17%
P/S Ratio
Winner
DON
1.45
IWX
2.96
P/B Ratio
Winner
DON
2.35
IWX
3.95
DON vs IWX - Holdings Comparison
DON and IWX have 1 common holdings. Overlap is 0.00%
DON's top 25 holdings weight is 22.05%. IWX's top 25 holdings weight is 56.45%.
| Rank | DON | IWX |
|---|---|---|
| #1 | BEST BUY CO INC (BBY) - 1.42% | AMAZON.COM INC (AMZN) - 8.38% |
| #2 | VIATRIS INC (VTRS) - 1.36% | APPLE INC (AAPL) - 7.61% |
| #3 | FRANKLIN RESOURCES INC (BEN) - 1.34% | MICROSOFT CORP (MSFT) - 5.57% |
| #4 | HF SINCLAIR CORP (DINO) - 1.05% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.63% |
| #5 | APA CORP (APA) - 1.04% | JPMORGAN CHASE & CO (JPM) - 3.48% |
| #6 | PERMIAN RESOURCES CORP CLASS A (PR) - 1.02% | JOHNSON & JOHNSON (JNJ) - 2.39% |
| #7 | HASBRO INC (HAS) - 0.98% | EXXON MOBIL CORP (XOM) - 2.21% |
| #8 | STANLEY BLACK & DECKER INC (SWK) - 0.98% | INTEL CORP (INTC) - 2.17% |
| #9 | AMERICAN FINANCIAL GROUP INC (AFG) - 0.96% | CISCO SYSTEMS INC (CSCO) - 1.80% |
| #10 | OMNICOM GROUP INC (OMC) - 0.94% | WALMART INC (WMT) - 1.70% |
| #11 | ANTERO MIDSTREAM CORP (AM) - 0.94% | ABBVIE INC (ABBV) - 1.60% |
| #12 | SNAP-ON INC (SNA) - 0.93% | UNITEDHEALTH GROUP INC (UNH) - 1.50% |
| #13 | W.P. CAREY INC (WPC) - 0.88% | BANK OF AMERICA CORP (BAC) - 1.40% |
| #14 | OGE ENERGY CORP (OGE) - 0.88% | PROCTER & GAMBLE CO (PG) - 1.34% |
| #15 | JM SMUCKER CO (SJM) - 0.86% | MERCK & CO INC (MRK) - 1.21% |
| #16 | CLOROX CO (CLX) - 0.85% | CHEVRON CORP (CVX) - 1.20% |
| #17 | KIMCO REALTY CORP (KIM) - 0.85% | THE GOLDMAN SACHS GROUP INC (GS) - 1.15% |
| #18 | CF INDUSTRIES HOLDINGS INC (CF) - 0.84% | COCA-COLA CO (KO) - 1.09% |
| #19 | THE AES CORP (AES) - 0.84% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.08% |
| #20 | PINNACLE WEST CAPITAL CORP (PNW) - 0.83% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.05% |
| #21 | WEBSTER FINANCIAL CORP (WBS) - 0.46% | WELLS FARGO & CO (WFC) - 1.03% |
| #22 | VAIL RESORTS INC (MTN) - 0.45% | RTX CORP (RTX) - 1.01% |
| #23 | CULLEN/FROST BANKERS INC (CFR) - 0.45% | LINDE PLC (LIN) - 0.96% |
| #24 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 0.45% | META PLATFORMS INC CLASS A (META) - 0.96% |
| #25 | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.45% | MORGAN STANLEY (MS) - 0.93% |
| Total Holdings | 256 | 155 |
DON vs IWX - Historical Returns
Returns include dividend reinvestment.
1M
DON
+3.01%
Winner
IWX
+4.17%
3M
DON
+6.45%
Winner
IWX
+12.10%
6M
DON
+5.67%
Winner
IWX
+16.22%
1Y
DON
+18.22%
Winner
IWX
+36.34%
5Y(CAGR)
DON
+9.34%
Winner
IWX
+12.93%
10Y(CAGR)
DON
+9.44%
Winner
IWX
+12.18%
Max(CAGR)
DON
+9.39%
Winner
IWX
+11.84%
DON vs IWX - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DON | IWX |
|---|---|---|
| 2026 | +13.20% | +22.62% |
| 2025 | +4.48% | +18.35% |
| 2024 | +14.03% | +14.15% |
| 2023 | +14.73% | +10.40% |
| 2022 | -5.08% | -5.80% |
| 2021 | +31.98% | +24.62% |
| 2020 | -5.03% | +0.74% |
| 2019 | +23.20% | +25.79% |
| 2018 | -8.81% | -6.69% |
| 2017 | +14.00% | +13.11% |
| 2016 | +21.44% | +17.63% |
| 2015 | -1.13% | -3.41% |
| 2014 | +16.41% | +14.05% |
| 2013 | +30.22% | +28.53% |
| 2012 | +13.46% | +14.33% |
| 2011 | +3.86% | +0.04% |
| 2010 | +20.77% | +10.63% |
| 2009 | +30.04% | +3.66% |
| 2008 | -31.38% | N/A |
| 2007 | -6.02% | N/A |
| 2006 | +14.77% | N/A |
DON vs IWX Drawdown Comparison
The maximum drawdown for DON was -61.90%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The current DON drawdown is -0.70%.
| Rank | DON | IWX |
|---|---|---|
| #1 | -61.90% Jun 4, 2007 - Mar 30, 2011 | -35.76% Feb 12, 2020 - Dec 31, 2020 |
| #2 | -46.79% Jan 16, 2020 - Feb 8, 2021 | -20.53% May 2, 2011 - Mar 1, 2012 |
| #3 | -21.46% Nov 25, 2024 - Jan 15, 2026 | -18.12% Jan 12, 2022 - Jul 24, 2023 |
| #4 | -21.10% Jul 7, 2011 - Feb 3, 2012 | -17.34% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -19.20% Aug 29, 2018 - Jul 24, 2019 | -16.79% Apr 23, 2010 - Dec 21, 2010 |
| #6 | -15.72% Apr 20, 2022 - Jan 31, 2023 | -14.98% May 21, 2015 - Jul 8, 2016 |
| #7 | -13.97% Feb 2, 2023 - Dec 13, 2023 | -13.37% Feb 19, 2025 - Jun 30, 2025 |
| #8 | -13.58% Apr 6, 2015 - Mar 17, 2016 | -10.01% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -9.16% Jan 26, 2018 - Jun 12, 2018 | -9.92% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -9.09% May 1, 2012 - Aug 16, 2012 | -8.53% Jan 11, 2010 - Mar 18, 2010 |
| #11 | -9.05% Feb 11, 2026 - Jun 11, 2026 | -8.13% Sep 19, 2014 - Nov 6, 2014 |
| #12 | -8.56% Sep 5, 2014 - Nov 3, 2014 | -7.93% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -8.10% May 21, 2013 - Jul 18, 2013 | -7.53% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -7.98% Jun 8, 2021 - Oct 15, 2021 | -6.83% Jul 26, 2019 - Sep 13, 2019 |
| #15 | -7.90% Jul 30, 2019 - Oct 22, 2019 | -6.59% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between DON and IWX is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
DON vs IWX dividend yield comparison.
| Year | DON | IWX |
|---|---|---|
| 2026 | 1.13% | 0.66% |
| 2025 | 2.53% | 1.59% |
| 2024 | 2.27% | 1.97% |
| 2023 | 2.41% | 2.13% |
| 2022 | 2.71% | 2.07% |
| 2021 | 2.12% | 1.79% |
| 2020 | 2.77% | 2.12% |
| 2019 | 2.38% | 2.60% |
| 2018 | 2.55% | 2.66% |
| 2017 | 2.25% | 2.12% |
| 2016 | 2.48% | 2.22% |
| 2015 | 2.89% | 2.77% |
| 2014 | 2.56% | 2.19% |
| 2013 | 2.28% | 1.89% |
| 2012 | 3.62% | 2.71% |
| 2011 | 2.43% | 2.58% |
| 2010 | 2.83% | 1.83% |
| 2009 | 2.72% | 0.56% |
| 2008 | 5.61% | 0.00% |
| 2007 | 3.03% | 0.00% |
| 2006 | 1.30% | 0.00% |
Select Stocks to Compare
Popular: DON vs SPYIWX vs SPY
More Comparisons
Compare with similar stocks