DON vs VNQI

Comparison between WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF) and VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES (VNQI, ETF).

5-Year PerformanceDON has outperformed VNQI, delivering a return of +7.6% compared to +0.0%

DON vs VNQI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DON(ETF)	VNQI(ETF)
Net Assets	$3.70B	$3.70B
Expense Ratio	0.38%	0.12%
Max Drawdown	64.40%	43.72%
Sharpe Ratio	1.02	0.82
5Y Beta	0.79	0.48
P/E Ratio	19.20	N/A
Forward P/E	14.39	N/A
PEG Ratio	0.16	N/A
5Y Dividends CAGR	9.57%	N/A
5Y EPS CAGR	11.86%	N/A
Debt to Equity	-17.74%	N/A
P/S Ratio	1.80	N/A
P/B Ratio	2.27	N/A

Net Assets

DON

$3.70B

VNQI

$3.70B

Expense Ratio

DON

0.38%

Winner

VNQI

0.12%

Max Drawdown

DON

64.40%

Winner

VNQI

43.72%

Sharpe Ratio

Winner

DON

1.02

VNQI

0.82

5Y Beta

DON

0.79

Winner

VNQI

0.48

P/E Ratio

DON

19.20

VNQI

N/A

Forward P/E

DON

14.39

VNQI

N/A

PEG Ratio

DON

0.16

VNQI

N/A

5Y Dividends CAGR

DON

9.57%

VNQI

N/A

5Y EPS CAGR

DON

11.86%

VNQI

N/A

Debt to Equity

DON

-17.74%

VNQI

N/A

P/S Ratio

DON

1.80

VNQI

N/A

P/B Ratio

DON

2.27

VNQI

N/A

DON vs VNQI - Historical Returns

Returns include dividend reinvestment.

Period	DON	VNQI
1 month	+2.08%	+1.88%
3 months	-0.68%	-4.08%
6 months	+9.90%	+5.37%
1 year	+16.91%	+15.92%
5 years(CAGR)	+7.55%	+0.04%
10 years(CAGR)	+9.45%	+3.07%
Max(CAGR)	+9.18%	+3.75%

Winner

DON

+2.08%

VNQI

+1.88%

Winner

DON

-0.68%

VNQI

-4.08%

Winner

DON

+9.90%

VNQI

+5.37%

Winner

DON

+16.91%

VNQI

+15.92%

5Y(CAGR)

Winner

DON

+7.55%

VNQI

+0.04%

10Y(CAGR)

Winner

DON

+9.45%

VNQI

+3.07%

Max(CAGR)

Winner

DON

+9.18%

VNQI

+3.75%

DON vs VNQI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DON	VNQI
2026	+6.60%	+3.69%
2025	+4.48%	+22.21%
2024	+14.03%	-0.65%
2023	+14.73%	+5.60%
2022	-5.08%	-23.09%
2021	+31.98%	+7.00%
2020	-5.03%	-7.77%
2019	+23.20%	+22.46%
2018	-8.81%	-10.62%
2017	+14.00%	+26.19%
2016	+21.44%	+3.10%
2015	-1.13%	-2.29%
2014	+16.41%	+3.80%
2013	+30.22%	+0.80%
2012	+13.46%	+39.74%
2011	+3.86%	-17.41%
2010	+20.77%	+1.64%
2009	+30.04%	N/A
2008	-31.38%	N/A
2007	-6.02%	N/A
2006	+14.77%	N/A

DON vs VNQI Drawdown Comparison

The maximum drawdown for DON was -61.90%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.

The maximum drawdown for VNQI was -38.35%, occurring on Mar 23, 2020. Recovery took 344 trading sessions.

The current DON drawdown is -1.57%. The current VNQI drawdown is -5.99%.

Rank	DON	VNQI
#1	-61.90% Jun 4, 2007 - Mar 30, 2011	-38.35% Jan 17, 2020 - Jun 1, 2021
#2	-46.79% Jan 16, 2020 - Feb 8, 2021	-35.77% Jun 10, 2021 - Feb 9, 2026
#3	-21.46% Nov 25, 2024 - Jan 15, 2026	-24.53% May 2, 2011 - Sep 12, 2012
#4	-21.10% Jul 7, 2011 - Feb 3, 2012	-21.53% May 15, 2015 - May 15, 2017
#5	-19.20% Aug 29, 2018 - Jul 24, 2019	-18.53% May 3, 2013 - Apr 6, 2015
#6	-15.72% Apr 20, 2022 - Jan 31, 2023	-18.18% Jan 26, 2018 - Nov 4, 2019
#7	-13.97% Feb 2, 2023 - Dec 13, 2023	-14.78% Feb 26, 2026 - Mar 27, 2026
#8	-13.58% Apr 6, 2015 - Mar 17, 2016	-10.16% Nov 4, 2010 - Apr 21, 2011
#9	-9.16% Jan 26, 2018 - Jun 12, 2018	-3.56% May 4, 2015 - May 15, 2015
#10	-9.09% May 1, 2012 - Aug 16, 2012	-3.54% Nov 4, 2019 - Dec 20, 2019
#11	-9.05% Feb 11, 2026 - Mar 20, 2026	-3.40% Nov 6, 2012 - Nov 28, 2012
#12	-8.56% Sep 5, 2014 - Nov 3, 2014	-3.18% Jun 7, 2017 - Jul 19, 2017
#13	-8.10% May 21, 2013 - Jul 18, 2013	-3.14% Feb 1, 2013 - Mar 1, 2013
#14	-7.98% Jun 8, 2021 - Oct 15, 2021	-2.48% Sep 18, 2017 - Oct 13, 2017
#15	-7.90% Jul 30, 2019 - Oct 22, 2019	-2.22% Apr 12, 2013 - Apr 19, 2013

Correlation

Correlation between DON and VNQI is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2006 - 2026)

DON vs VNQI dividend yield comparison.

Year	DON	VNQI
2026	0.57%	0.00%
2025	2.53%	4.70%
2024	2.27%	5.16%
2023	2.41%	3.74%
2022	2.71%	0.57%
2021	2.12%	6.48%
2020	2.77%	0.93%
2019	2.38%	7.58%
2018	2.55%	4.62%
2017	2.25%	3.86%
2016	2.48%	5.18%
2015	2.89%	2.86%
2014	2.56%	4.11%
2013	2.28%	3.27%
2012	3.62%	5.58%
2011	2.43%	3.28%
2010	2.83%	0.88%
2009	2.72%	0.00%
2008	5.61%	0.00%
2007	3.03%	0.00%
2006	1.30%	0.00%