DON vs KRE
Comparison between WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF) and SPDR(R) S&P REGIONAL BANKING(SM) ETF (KRE, ETF).
5-Year PerformanceDON has outperformed KRE, delivering a return of +7.6% compared to +2.5%
DON vs KRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DON
$3.70B
KRE
$3.70B
Expense Ratio
DON
0.38%
Winner
KRE
0.35%
Max Drawdown
Winner
DON
64.40%
KRE
71.21%
Sharpe Ratio
DON
1.02
Winner
KRE
1.04
5Y Beta
Winner
DON
0.79
KRE
1.05
P/E Ratio
DON
19.20
Winner
KRE
14.20
Forward P/E
DON
14.39
Winner
KRE
11.40
PEG Ratio
DON
0.16
KRE
N/A
5Y Dividends CAGR
Winner
DON
9.57%
KRE
1.83%
5Y EPS CAGR
Winner
DON
11.86%
KRE
8.35%
Debt to Equity
Winner
DON
-17.74%
KRE
19.06%
P/S Ratio
Winner
DON
1.80
KRE
3.88
P/B Ratio
DON
2.27
Winner
KRE
1.23
DON vs KRE - Holdings Comparison
DON and KRE have 24 common holdings. Overlap is 7.15%
DON's top 25 holdings weight is 21.28%. KRE's top 25 holdings weight is 37.98%.
| Rank | DON | KRE |
|---|---|---|
| #1 | FRANKLIN RESOURCES INC (BEN) - 1.28% | EAST WEST BANCORP INC (EWBC) - 1.63% |
| #2 | VIATRIS INC (VTRS) - 1.23% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.59% |
| #3 | APA CORP (APA) - 1.16% | WESTERN ALLIANCE BANCORP (WAL) - 1.58% |
| #4 | HASBRO INC (HAS) - 1.10% | POPULAR INC (BPOP) - 1.58% |
| #5 | PERMIAN RESOURCES CORP CLASS A (PR) - 1.03% | ZIONS BANCORP NA (ZION) - 1.58% |
| #6 | BEST BUY CO INC (BBY) - 1.02% | ASSOCIATED BANC-CORP (ASB) - 1.55% |
| #7 | OMNICOM GROUP INC (OMC) - 0.95% | FLAGSTAR BANK NA (FLG) - 1.54% |
| #8 | ANTERO MIDSTREAM CORP (AM) - 0.94% | VALLEY NATIONAL BANCORP (VLY) - 1.54% |
| #9 | AMERICAN FINANCIAL GROUP INC (AFG) - 0.93% | UMB FINANCIAL CORP (UMBF) - 1.54% |
| #10 | STANLEY BLACK & DECKER INC (SWK) - 0.92% | TRUIST FINANCIAL CORP (TFC) - 1.53% |
| #11 | SNAP-ON INC (SNA) - 0.90% | WINTRUST FINANCIAL CORP (WTFC) - 1.52% |
| #12 | CLOROX CO (CLX) - 0.89% | CITIZENS FINANCIAL GROUP INC (CFG) - 1.52% |
| #13 | W.P. CAREY INC (WPC) - 0.88% | COLUMBIA BANKING SYSTEM INC (COLB) - 1.50% |
| #14 | OGE ENERGY CORP (OGE) - 0.88% | TEXAS CAPITAL BANCSHARES INC (TCBI) - 1.50% |
| #15 | THE AES CORP (AES) - 0.86% | FIRST HORIZON CORP (FHN) - 1.49% |
| #16 | CF INDUSTRIES HOLDINGS INC (CF) - 0.84% | OLD NATIONAL BANCORP (ONB) - 1.49% |
| #17 | PINNACLE WEST CAPITAL CORP (PNW) - 0.84% | F N B CORP (FNB) - 1.49% |
| #18 | SUN COMMUNITIES INC (SUI) - 0.81% | BANK OZK (OZK) - 1.49% |
| #19 | KIMCO REALTY CORP (KIM) - 0.80% | REGIONS FINANCIAL CORP (RF) - 1.48% |
| #20 | UGI CORP (UGI) - 0.77% | CULLEN/FROST BANKERS INC (CFR) - 1.48% |
| #21 | UDR INC (UDR) - 0.45% | GLACIER BANCORP INC (GBCI) - 1.48% |
| #22 | WEBSTER FINANCIAL CORP (WBS) - 0.45% | ATLANTIC UNION BANKSHARES CORP (AUB) - 1.47% |
| #23 | ZIONS BANCORP NA (ZION) - 0.45% | M&T BANK CORP (MTB) - 1.47% |
| #24 | LAMAR ADVERTISING CO CLASS A (LAMR) - 0.45% | HANCOCK WHITNEY CORP (HWC) - 1.47% |
| #25 | n/a (BF-B) - 0.45% | COMMERCE BANCSHARES INC (CBSH) - 1.47% |
| Total Holdings | 256 | 148 |
DON vs KRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DON
+2.08%
KRE
+1.69%
3M
Winner
DON
-0.68%
KRE
-4.32%
6M
DON
+9.90%
Winner
KRE
+15.86%
1Y
DON
+16.91%
Winner
KRE
+25.96%
5Y(CAGR)
Winner
DON
+7.55%
KRE
+2.48%
10Y(CAGR)
Winner
DON
+9.45%
KRE
+8.78%
Max(CAGR)
Winner
DON
+9.18%
KRE
+4.43%
DON vs KRE - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DON | KRE |
|---|---|---|
| 2026 | +6.60% | +7.68% |
| 2025 | +4.48% | +11.41% |
| 2024 | +14.03% | +18.19% |
| 2023 | +14.73% | -6.93% |
| 2022 | -5.08% | -16.65% |
| 2021 | +31.98% | +39.97% |
| 2020 | -5.03% | -7.56% |
| 2019 | +23.20% | +25.36% |
| 2018 | -8.81% | -19.01% |
| 2017 | +14.00% | +7.48% |
| 2016 | +21.44% | +38.38% |
| 2015 | -1.13% | +6.12% |
| 2014 | +16.41% | +3.42% |
| 2013 | +30.22% | +42.21% |
| 2012 | +13.46% | +14.15% |
| 2011 | +3.86% | -7.79% |
| 2010 | +20.77% | +18.25% |
| 2009 | +30.04% | -21.82% |
| 2008 | -31.38% | -16.59% |
| 2007 | -6.02% | -22.74% |
| 2006 | +14.77% | +6.01% |
DON vs KRE Drawdown Comparison
The maximum drawdown for DON was -61.90%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.
The maximum drawdown for KRE was -68.58%, occurring on Mar 9, 2009. Recovery took 2106 trading sessions.
The current DON drawdown is -1.57%. The current KRE drawdown is -4.59%.
| Rank | DON | KRE |
|---|---|---|
| #1 | -61.90% Jun 4, 2007 - Mar 30, 2011 | -68.58% Dec 27, 2006 - May 12, 2015 |
| #2 | -46.79% Jan 16, 2020 - Feb 8, 2021 | -54.87% Jun 8, 2018 - Feb 9, 2021 |
| #3 | -21.46% Nov 25, 2024 - Jan 15, 2026 | -52.71% Jan 14, 2022 - Feb 3, 2026 |
| #4 | -21.10% Jul 7, 2011 - Feb 3, 2012 | -27.99% Nov 6, 2015 - Nov 9, 2016 |
| #5 | -19.20% Aug 29, 2018 - Jul 24, 2019 | -15.90% Mar 1, 2017 - Nov 29, 2017 |
| #6 | -15.72% Apr 20, 2022 - Jan 31, 2023 | -15.65% Jun 1, 2021 - Oct 8, 2021 |
| #7 | -13.97% Feb 2, 2023 - Dec 13, 2023 | -15.01% Jun 23, 2015 - Nov 6, 2015 |
| #8 | -13.58% Apr 6, 2015 - Mar 17, 2016 | -14.95% Feb 6, 2026 - Mar 18, 2026 |
| #9 | -9.16% Jan 26, 2018 - Jun 12, 2018 | -10.93% Nov 23, 2021 - Jan 6, 2022 |
| #10 | -9.09% May 1, 2012 - Aug 16, 2012 | -9.12% Mar 9, 2018 - May 22, 2018 |
| #11 | -9.05% Feb 11, 2026 - Mar 20, 2026 | -8.99% Mar 12, 2021 - May 7, 2021 |
| #12 | -8.56% Sep 5, 2014 - Nov 3, 2014 | -6.96% Jan 23, 2018 - Mar 6, 2018 |
| #13 | -8.10% May 21, 2013 - Jul 18, 2013 | -5.19% Feb 24, 2021 - Mar 8, 2021 |
| #14 | -7.98% Jun 8, 2021 - Oct 15, 2021 | -4.73% Dec 27, 2016 - Jan 26, 2017 |
| #15 | -7.90% Jul 30, 2019 - Oct 22, 2019 | -4.38% May 7, 2021 - May 14, 2021 |
Correlation
Correlation between DON and KRE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2006 - 2026)
DON vs KRE dividend yield comparison.
| Year | DON | KRE |
|---|---|---|
| 2026 | 0.57% | 0.52% |
| 2025 | 2.53% | 2.45% |
| 2024 | 2.27% | 2.59% |
| 2023 | 2.41% | 2.99% |
| 2022 | 2.71% | 2.51% |
| 2021 | 2.12% | 1.97% |
| 2020 | 2.77% | 2.78% |
| 2019 | 2.38% | 2.21% |
| 2018 | 2.55% | 2.48% |
| 2017 | 2.25% | 1.40% |
| 2016 | 2.48% | 1.40% |
| 2015 | 2.89% | 1.80% |
| 2014 | 2.56% | 1.60% |
| 2013 | 2.28% | 1.37% |
| 2012 | 3.62% | 2.02% |
| 2011 | 2.43% | 1.80% |
| 2010 | 2.83% | 1.37% |
| 2009 | 2.72% | 2.06% |
| 2008 | 5.61% | 3.71% |
| 2007 | 3.03% | 6.08% |
| 2006 | 1.30% | 1.23% |
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