DON vs SPHD
Comparison between WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceDON has outperformed SPHD, delivering a return of +9.3% compared to +8.0%
DON vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DON
$4B
SPHD
$4B
Expense Ratio
DON
0.38%
Winner
SPHD
0.30%
Max Drawdown
DON
64.40%
Winner
SPHD
42.14%
Sharpe Ratio
Winner
DON
1.06
SPHD
0.94
5Y Beta
DON
0.75
Winner
SPHD
0.36
P/E Ratio
Winner
DON
19.91
SPHD
19.93
Forward P/E
Winner
DON
14.35
SPHD
14.52
PEG Ratio
Winner
DON
0.20
SPHD
0.60
5Y Dividends CAGR
Winner
DON
8.67%
SPHD
6.97%
5Y EPS CAGR
Winner
DON
9.06%
SPHD
5.00%
Debt to Equity
DON
-27.26%
Winner
SPHD
-44.60%
P/S Ratio
Winner
DON
1.45
SPHD
2.13
P/B Ratio
DON
2.35
Winner
SPHD
1.98
DON vs SPHD - Holdings Comparison
DON and SPHD have 6 common holdings. Overlap is 4.81%
DON's top 25 holdings weight is 22.05%. SPHD's top 25 holdings weight is 62.25%.
| Rank | DON | SPHD |
|---|---|---|
| #1 | BEST BUY CO INC (BBY) - 1.42% | HEALTHPEAK PROPERTIES INC (DOC) - 3.68% |
| #2 | VIATRIS INC (VTRS) - 1.36% | ALTRIA GROUP INC (MO) - 3.51% |
| #3 | FRANKLIN RESOURCES INC (BEN) - 1.34% | THE KRAFT HEINZ CO (KHC) - 3.21% |
| #4 | HF SINCLAIR CORP (DINO) - 1.05% | VERIZON COMMUNICATIONS INC (VZ) - 3.17% |
| #5 | APA CORP (APA) - 1.04% | FRANKLIN RESOURCES INC (BEN) - 2.88% |
| #6 | PERMIAN RESOURCES CORP CLASS A (PR) - 1.02% | ONEOK INC (OKE) - 2.85% |
| #7 | HASBRO INC (HAS) - 0.98% | PFIZER INC (PFE) - 2.78% |
| #8 | STANLEY BLACK & DECKER INC (SWK) - 0.98% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.63% |
| #9 | AMERICAN FINANCIAL GROUP INC (AFG) - 0.96% | KIMCO REALTY CORP (KIM) - 2.61% |
| #10 | OMNICOM GROUP INC (OMC) - 0.94% | REALTY INCOME CORP (O) - 2.53% |
| #11 | ANTERO MIDSTREAM CORP (AM) - 0.94% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.47% |
| #12 | SNAP-ON INC (SNA) - 0.93% | KIMBERLY-CLARK CORP (KMB) - 2.28% |
| #13 | W.P. CAREY INC (WPC) - 0.88% | T. ROWE PRICE GROUP INC (TROW) - 2.28% |
| #14 | OGE ENERGY CORP (OGE) - 0.88% | DOMINION ENERGY INC (D) - 2.23% |
| #15 | JM SMUCKER CO (SJM) - 0.86% | PRUDENTIAL FINANCIAL INC (PRU) - 2.18% |
| #16 | CLOROX CO (CLX) - 0.85% | CHEVRON CORP (CVX) - 2.18% |
| #17 | KIMCO REALTY CORP (KIM) - 0.85% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.16% |
| #18 | CF INDUSTRIES HOLDINGS INC (CF) - 0.84% | BXP INC (BXP) - 2.14% |
| #19 | THE AES CORP (AES) - 0.84% | HORMEL FOODS CORP (HRL) - 2.12% |
| #20 | PINNACLE WEST CAPITAL CORP (PNW) - 0.83% | PUBLIC STORAGE (PSA) - 2.10% |
| #21 | WEBSTER FINANCIAL CORP (WBS) - 0.46% | EOG RESOURCES INC (EOG) - 2.10% |
| #22 | VAIL RESORTS INC (MTN) - 0.45% | EXTRA SPACE STORAGE INC (EXR) - 2.08% |
| #23 | CULLEN/FROST BANKERS INC (CFR) - 0.45% | UDR INC (UDR) - 2.06% |
| #24 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 0.45% | KINDER MORGAN INC CLASS P (KMI) - 2.02% |
| #25 | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.45% | CROWN CASTLE INC (CCI) - 2.00% |
| Total Holdings | 256 | 53 |
DON vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DON
+3.01%
SPHD
+0.97%
3M
DON
+6.45%
Winner
SPHD
+6.93%
6M
Winner
DON
+5.67%
SPHD
+4.63%
1Y
Winner
DON
+18.22%
SPHD
+14.77%
5Y(CAGR)
Winner
DON
+9.34%
SPHD
+8.03%
10Y(CAGR)
Winner
DON
+9.44%
SPHD
+7.29%
Max(CAGR)
DON
+9.39%
Winner
SPHD
+9.87%
DON vs SPHD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DON | SPHD |
|---|---|---|
| 2026 | +13.20% | +12.27% |
| 2025 | +4.48% | +3.29% |
| 2024 | +14.03% | +16.18% |
| 2023 | +14.73% | +0.93% |
| 2022 | -5.08% | +0.31% |
| 2021 | +31.98% | +26.77% |
| 2020 | -5.03% | -8.99% |
| 2019 | +23.20% | +20.89% |
| 2018 | -8.81% | -6.32% |
| 2017 | +14.00% | +10.79% |
| 2016 | +21.44% | +23.47% |
| 2015 | -1.13% | +4.85% |
| 2014 | +16.41% | +21.27% |
| 2013 | +30.22% | +18.33% |
| 2012 | +13.46% | -1.73% |
| 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 SPHD Drawdown Comparison
The maximum drawdown for DON was -61.90%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current DON drawdown is -0.70%. The current SPHD drawdown is -1.77%.
| Rank | DON | SPHD |
|---|---|---|
| #1 | -61.90% Jun 4, 2007 - Mar 30, 2011 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -46.79% Jan 16, 2020 - Feb 8, 2021 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -21.46% Nov 25, 2024 - Jan 15, 2026 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -21.10% Jul 7, 2011 - Feb 3, 2012 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -19.20% Aug 29, 2018 - Jul 24, 2019 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -15.72% Apr 20, 2022 - Jan 31, 2023 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -13.97% Feb 2, 2023 - Dec 13, 2023 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -13.58% Apr 6, 2015 - Mar 17, 2016 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -9.16% Jan 26, 2018 - Jun 12, 2018 | -7.33% Mar 2, 2026 - Jun 26, 2026 |
| #10 | -9.09% May 1, 2012 - Aug 16, 2012 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -9.05% Feb 11, 2026 - Jun 11, 2026 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -8.56% Sep 5, 2014 - Nov 3, 2014 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -8.10% May 21, 2013 - Jul 18, 2013 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -7.98% Jun 8, 2021 - Oct 15, 2021 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -7.90% Jul 30, 2019 - Oct 22, 2019 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between DON and SPHD 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 SPHD dividend yield comparison.
| Year | DON | SPHD |
|---|---|---|
| 2026 | 1.13% | 2.78% |
| 2025 | 2.53% | 4.02% |
| 2024 | 2.27% | 3.41% |
| 2023 | 2.41% | 4.48% |
| 2022 | 2.71% | 3.89% |
| 2021 | 2.12% | 3.45% |
| 2020 | 2.77% | 4.89% |
| 2019 | 2.38% | 4.07% |
| 2018 | 2.55% | 4.40% |
| 2017 | 2.25% | 3.14% |
| 2016 | 2.48% | 3.83% |
| 2015 | 2.89% | 3.49% |
| 2014 | 2.56% | 3.24% |
| 2013 | 2.28% | 3.68% |
| 2012 | 3.62% | 0.93% |
| 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% |
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