DON vs XT
Comparison between WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF) and ISHARES EXPONENTIAL TECHNOLOGIES ETF (XT, ETF).
5-Year PerformanceXT has outperformed DON, delivering a return of +8.4% compared to +8.3%
DON vs XT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DON
$3.90B
XT
$3.90B
Expense Ratio
Winner
DON
0.38%
XT
0.46%
Max Drawdown
DON
64.40%
Winner
XT
34.97%
Sharpe Ratio
DON
0.89
Winner
XT
2.15
5Y Beta
Winner
DON
0.79
XT
1.05
P/E Ratio
DON
19.32
Winner
XT
-26.36
Forward P/E
Winner
DON
14.19
XT
25.17
PEG Ratio
DON
0.16
XT
N/A
5Y Dividends CAGR
DON
9.57%
Winner
XT
51.14%
5Y EPS CAGR
DON
12.02%
Winner
XT
22.95%
Debt to Equity
DON
-15.72%
Winner
XT
-70.29%
P/S Ratio
Winner
DON
1.60
XT
6.39
P/B Ratio
Winner
DON
2.28
XT
6.73
DON vs XT - Holdings Comparison
DON and XT have 6 common holdings. Overlap is 0.42%
DON's top 25 holdings weight is 21.50%. XT's top 25 holdings weight is 53.22%.
| Rank | DON | XT |
|---|---|---|
| #1 | FRANKLIN RESOURCES INC (BEN) - 1.32% | TEXAS INSTRUMENTS INC (TXN) - 5.00% |
| #2 | VIATRIS INC (VTRS) - 1.28% | NVIDIA CORP (NVDA) - 3.97% |
| #3 | APA CORP (APA) - 1.24% | ANALOG DEVICES INC (ADI) - 3.93% |
| #4 | PERMIAN RESOURCES CORP CLASS A (PR) - 1.11% | MICROSOFT CORP (MSFT) - 3.65% |
| #5 | HASBRO INC (HAS) - 1.09% | TESLA INC (TSLA) - 3.60% |
| #6 | BEST BUY CO INC (BBY) - 0.98% | ELI LILLY AND CO (LLY) - 3.51% |
| #7 | OMNICOM GROUP INC (OMC) - 0.96% | AMAZON.COM INC (AMZN) - 3.25% |
| #8 | ANTERO MIDSTREAM CORP (AM) - 0.94% | ALPHABET INC CLASS A (GOOGL) - 2.81% |
| #9 | AMERICAN FINANCIAL GROUP INC (AFG) - 0.93% | JOHNSON & JOHNSON (JNJ) - 2.59% |
| #10 | STANLEY BLACK & DECKER INC (SWK) - 0.91% | n/a (n/a) - 2.43% |
| #11 | SNAP-ON INC (SNA) - 0.90% | BROADCOM INC (AVGO) - 2.22% |
| #12 | OGE ENERGY CORP (OGE) - 0.89% | INFINEON TECHNOLOGIES AG (n/a) - 1.84% |
| #13 | HF SINCLAIR CORP (DINO) - 0.89% | ABBVIE INC (ABBV) - 1.76% |
| #14 | W.P. CAREY INC (WPC) - 0.88% | META PLATFORMS INC CLASS A (META) - 1.65% |
| #15 | CF INDUSTRIES HOLDINGS INC (CF) - 0.87% | INTUITIVE SURGICAL INC (ISRG) - 1.62% |
| #16 | THE AES CORP (AES) - 0.85% | IBERDROLA SA (n/a) - 1.49% |
| #17 | PINNACLE WEST CAPITAL CORP (PNW) - 0.83% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.46% |
| #18 | KIMCO REALTY CORP (KIM) - 0.79% | ASTRAZENECA PLC (AZN) - 1.44% |
| #19 | CLOROX CO (CLX) - 0.79% | NXP SEMICONDUCTORS NV (NXPI) - 1.42% |
| #20 | SUN COMMUNITIES INC (SUI) - 0.79% | MERCK & CO INC (MRK) - 1.39% |
| #21 | RPM INTERNATIONAL INC (RPM) - 0.46% | RWE AG CLASS A (n/a) - 0.48% |
| #22 | LINCOLN NATIONAL CORP (LNC) - 0.45% | TENCENT HOLDINGS LTD (n/a) - 0.46% |
| #23 | ZIONS BANCORP NA (ZION) - 0.45% | ALBEMARLE CORP (ALB) - 0.43% |
| #24 | BALL CORP (BALL) - 0.45% | n/a (n/a) - 0.42% |
| #25 | QNITY ELECTRONICS INC (Q) - 0.45% | n/a (COIN) - 0.40% |
| Total Holdings | 255 | 186 |
DON vs XT - Historical Returns
Returns include dividend reinvestment.
1M
DON
+0.83%
Winner
XT
+9.93%
3M
DON
-0.85%
Winner
XT
+10.24%
6M
DON
+8.06%
Winner
XT
+13.17%
1Y
DON
+12.77%
Winner
XT
+39.66%
5Y(CAGR)
DON
+8.33%
Winner
XT
+8.35%
10Y(CAGR)
DON
+9.38%
Winner
XT
+14.63%
Max(CAGR)
DON
+9.14%
Winner
XT
+12.40%
DON vs XT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DON | XT |
|---|---|---|
| 2026 | +5.90% | +12.43% |
| 2025 | +4.48% | +26.40% |
| 2024 | +14.03% | +2.22% |
| 2023 | +14.73% | +26.79% |
| 2022 | -5.08% | -28.20% |
| 2021 | +31.98% | +16.59% |
| 2020 | -5.03% | +33.53% |
| 2019 | +23.20% | +30.61% |
| 2018 | -8.81% | -6.17% |
| 2017 | +14.00% | +32.97% |
| 2016 | +21.44% | +11.61% |
| 2015 | -1.13% | -2.29% |
| 2014 | +16.41% | N/A |
| 2013 | +30.22% | N/A |
| 2012 | +13.46% | N/A |
| 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 XT Drawdown Comparison
The maximum drawdown for DON was -61.90%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.
The maximum drawdown for XT was -34.40%, occurring on Oct 14, 2022. Recovery took 908 trading sessions.
The current DON drawdown is -2.22%. The current XT drawdown is -0.77%.
| Rank | DON | XT |
|---|---|---|
| #1 | -61.90% Jun 4, 2007 - Mar 30, 2011 | -34.40% Nov 16, 2021 - Jul 2, 2025 |
| #2 | -46.79% Jan 16, 2020 - Feb 8, 2021 | -32.21% Feb 19, 2020 - Jul 2, 2020 |
| #3 | -21.46% Nov 25, 2024 - Jan 15, 2026 | -19.47% Jun 22, 2015 - Aug 5, 2016 |
| #4 | -21.10% Jul 7, 2011 - Feb 3, 2012 | -18.90% Aug 29, 2018 - Apr 3, 2019 |
| #5 | -19.20% Aug 29, 2018 - Jul 24, 2019 | -10.45% Jan 28, 2026 - Apr 16, 2026 |
| #6 | -15.72% Apr 20, 2022 - Jan 31, 2023 | -9.55% Jan 26, 2018 - Aug 7, 2018 |
| #7 | -13.97% Feb 2, 2023 - Dec 13, 2023 | -9.31% Feb 12, 2021 - Apr 26, 2021 |
| #8 | -13.58% Apr 6, 2015 - Mar 17, 2016 | -8.11% Apr 8, 2019 - Jul 1, 2019 |
| #9 | -9.16% Jan 26, 2018 - Jun 12, 2018 | -7.30% Sep 3, 2021 - Nov 4, 2021 |
| #10 | -9.09% May 1, 2012 - Aug 16, 2012 | -7.29% Oct 12, 2020 - Nov 5, 2020 |
| #11 | -9.05% Feb 11, 2026 - Mar 20, 2026 | -7.16% Sep 2, 2020 - Oct 9, 2020 |
| #12 | -8.56% Sep 5, 2014 - Nov 3, 2014 | -7.03% Jul 24, 2019 - Oct 25, 2019 |
| #13 | -8.10% May 21, 2013 - Jul 18, 2013 | -6.52% Sep 22, 2016 - Dec 7, 2016 |
| #14 | -7.98% Jun 8, 2021 - Oct 15, 2021 | -6.46% Nov 3, 2025 - Dec 10, 2025 |
| #15 | -7.90% Jul 30, 2019 - Oct 22, 2019 | -6.11% Apr 26, 2021 - Jun 10, 2021 |
Correlation
Correlation between DON and XT is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2006 - 2026)
DON vs XT dividend yield comparison.
| Year | DON | XT |
|---|---|---|
| 2026 | 0.58% | 0.00% |
| 2025 | 2.53% | 7.95% |
| 2024 | 2.27% | 0.66% |
| 2023 | 2.41% | 0.41% |
| 2022 | 2.71% | 0.78% |
| 2021 | 2.12% | 0.84% |
| 2020 | 2.77% | 0.77% |
| 2019 | 2.38% | 1.55% |
| 2018 | 2.55% | 1.40% |
| 2017 | 2.25% | 0.97% |
| 2016 | 2.48% | 1.37% |
| 2015 | 2.89% | 1.34% |
| 2014 | 2.56% | 0.00% |
| 2013 | 2.28% | 0.00% |
| 2012 | 3.62% | 0.00% |
| 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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