DON vs SCMB
Comparison between WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF) and SCHWAB MUNICIPAL BOND ETF (SCMB, ETF).
DON vs SCMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DON
$3.90B
SCMB
$3.90B
Expense Ratio
DON
0.38%
Winner
SCMB
0.03%
Max Drawdown
DON
64.40%
Winner
SCMB
7.77%
Sharpe Ratio
Winner
DON
0.94
SCMB
0.88
5Y Beta
DON
0.77
Winner
SCMB
0.03
P/E Ratio
DON
19.66
SCMB
N/A
Forward P/E
DON
13.53
SCMB
N/A
PEG Ratio
DON
0.17
SCMB
N/A
5Y Dividends CAGR
DON
9.37%
SCMB
N/A
5Y EPS CAGR
DON
10.28%
SCMB
N/A
Debt to Equity
DON
-31.54%
SCMB
N/A
P/S Ratio
DON
1.44
SCMB
N/A
P/B Ratio
DON
2.17
SCMB
N/A
DON vs SCMB - Historical Returns
Returns include dividend reinvestment.
1M
DON
+1.38%
Winner
SCMB
+1.47%
3M
Winner
DON
+8.44%
SCMB
+1.75%
6M
Winner
DON
+7.93%
SCMB
+1.58%
1Y
Winner
DON
+15.25%
SCMB
+6.25%
5Y(CAGR)
DON
+8.77%
SCMB
N/A
10Y(CAGR)
DON
+9.93%
SCMB
N/A
Max(CAGR)
Winner
DON
+12.92%
SCMB
+5.83%
DON vs SCMB - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DON | SCMB |
|---|---|---|
| 2026 | +8.14% | +1.35% |
| 2025 | +4.48% | +3.34% |
| 2024 | +14.03% | +3.66% |
| 2023 | +14.73% | +9.10% |
| 2022 | -5.08% | +3.65% |
| 2021 | +31.98% | N/A |
| 2020 | -5.03% | N/A |
| 2019 | +23.20% | N/A |
| 2018 | -8.81% | N/A |
| 2017 | +18.45% | N/A |
| 2016 | +27.97% | N/A |
| 2015 | +4.60% | N/A |
| 2014 | +22.82% | N/A |
| 2013 | +36.88% | N/A |
| 2012 | +22.07% | N/A |
| 2011 | +9.11% | N/A |
| 2010 | +28.22% | N/A |
| 2009 | +39.02% | N/A |
| 2008 | -25.07% | N/A |
| 2007 | -0.60% | N/A |
| 2006 | +17.83% | N/A |
DON vs SCMB Drawdown Comparison
The maximum drawdown for DON was -56.45%, occurring on Mar 9, 2009. Recovery took 698 trading sessions.
The maximum drawdown for SCMB was -4.80%, occurring on Oct 30, 2023. Recovery took 86 trading sessions.
The current DON drawdown is -1.29%. The current SCMB drawdown is -0.56%.
| Rank | DON | SCMB |
|---|---|---|
| #1 | -56.45% Jun 4, 2007 - Mar 11, 2010 | -4.80% Jul 24, 2023 - Nov 22, 2023 |
| #2 | -46.79% Jan 16, 2020 - Feb 8, 2021 | -4.75% Dec 4, 2024 - Sep 11, 2025 |
| #3 | -21.46% Nov 25, 2024 - Jan 15, 2026 | -3.18% Feb 2, 2023 - Apr 4, 2023 |
| #4 | -21.10% Jul 7, 2011 - Jan 19, 2012 | -2.92% Feb 27, 2026 - Mar 24, 2026 |
| #5 | -19.20% Aug 29, 2018 - Jul 24, 2019 | -2.83% Apr 12, 2023 - Jul 19, 2023 |
| #6 | -15.72% Apr 20, 2022 - Jan 31, 2023 | -2.55% Oct 1, 2024 - Dec 3, 2024 |
| #7 | -14.06% Apr 26, 2010 - Oct 5, 2010 | -2.09% Oct 12, 2022 - Nov 10, 2022 |
| #8 | -13.97% Feb 2, 2023 - Dec 13, 2023 | -1.68% May 15, 2024 - Jun 12, 2024 |
| #9 | -10.20% Dec 1, 2015 - Mar 2, 2016 | -1.67% Mar 8, 2024 - May 15, 2024 |
| #10 | -9.66% Apr 24, 2015 - Nov 2, 2015 | -1.25% Dec 29, 2023 - Feb 1, 2024 |
| #11 | -9.16% Jan 26, 2018 - Jun 12, 2018 | -1.14% Feb 1, 2024 - Mar 7, 2024 |
| #12 | -9.09% May 1, 2012 - Jul 3, 2012 | -0.94% Aug 5, 2024 - Sep 4, 2024 |
| #13 | -9.05% Feb 11, 2026 - Jun 11, 2026 | -0.85% Dec 14, 2022 - Jan 6, 2023 |
| #14 | -8.08% Sep 5, 2014 - Oct 31, 2014 | -0.77% Jun 14, 2024 - Jul 3, 2024 |
| #15 | -7.98% Jun 8, 2021 - Oct 15, 2021 | -0.58% Sep 17, 2025 - Oct 10, 2025 |
Correlation
Correlation between DON and SCMB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
DON vs SCMB dividend yield comparison.
| Year | DON | SCMB |
|---|---|---|
| 2026 | 0.73% | 1.45% |
| 2025 | 2.53% | 3.36% |
| 2024 | 2.27% | 5.87% |
| 2023 | 2.41% | 6.19% |
| 2022 | 2.71% | 1.18% |
| 2021 | 2.12% | 0.00% |
| 2020 | 2.77% | 0.00% |
| 2019 | 2.38% | 0.00% |
| 2018 | 2.55% | 0.00% |
| 2017 | 5.80% | 0.00% |
| 2016 | 7.43% | 0.00% |
| 2015 | 8.66% | 0.00% |
| 2014 | 7.67% | 0.00% |
| 2013 | 6.82% | 0.00% |
| 2012 | 10.87% | 0.00% |
| 2011 | 7.30% | 0.00% |
| 2010 | 8.49% | 0.00% |
| 2009 | 8.17% | 0.00% |
| 2008 | 16.84% | 0.00% |
| 2007 | 9.10% | 0.00% |
| 2006 | 3.91% | 0.00% |
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