GVI vs DON

Comparison between ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF (GVI, ETF) and WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF).

5-Year PerformanceDON has outperformed GVI, delivering a return of +8.3% compared to +1.1%

GVI vs DON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GVI(ETF)	DON(ETF)
Net Assets	$3.80B	$3.90B
Expense Ratio	0.20%	0.38%
Max Drawdown	15.45%	64.40%
Sharpe Ratio	0.18	0.89
5Y Beta	0.00	0.79
P/E Ratio	N/A	19.32
Forward P/E	N/A	14.19
PEG Ratio	N/A	0.16
5Y Dividends CAGR	15.53%	9.57%
5Y EPS CAGR	N/A	12.02%
Debt to Equity	N/A	-15.72%
P/S Ratio	N/A	1.60
P/B Ratio	N/A	2.28

Net Assets

GVI

$3.80B

Winner

DON

$3.90B

Expense Ratio

Winner

GVI

0.20%

DON

0.38%

Max Drawdown

Winner

GVI

15.45%

DON

64.40%

Sharpe Ratio

GVI

0.18

Winner

DON

0.89

5Y Beta

Winner

GVI

0.00

DON

0.79

P/E Ratio

GVI

N/A

DON

19.32

Forward P/E

GVI

N/A

DON

14.19

PEG Ratio

GVI

N/A

DON

0.16

5Y Dividends CAGR

Winner

GVI

15.53%

DON

9.57%

5Y EPS CAGR

GVI

N/A

DON

12.02%

Debt to Equity

GVI

N/A

DON

-15.72%

P/S Ratio

GVI

N/A

DON

1.60

P/B Ratio

GVI

N/A

DON

2.28

GVI vs DON - Historical Returns

Returns include dividend reinvestment.

Period	GVI	DON
1 month	-0.33%	+0.83%
3 months	-0.62%	-0.85%
6 months	+0.46%	+8.06%
1 year	+4.40%	+12.77%
5 years(CAGR)	+1.12%	+8.33%
10 years(CAGR)	+1.81%	+9.38%
Max(CAGR)	+2.88%	+9.14%

GVI

-0.33%

Winner

DON

+0.83%

Winner

GVI

-0.62%

DON

-0.85%

GVI

+0.46%

Winner

DON

+8.06%

GVI

+4.40%

Winner

DON

+12.77%

5Y(CAGR)

GVI

+1.12%

Winner

DON

+8.33%

10Y(CAGR)

GVI

+1.81%

Winner

DON

+9.38%

Max(CAGR)

GVI

+2.88%

Winner

DON

+9.14%

GVI vs DON - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	GVI	DON
2026	+0.05%	+5.90%
2025	+6.67%	+4.48%
2024	+3.20%	+14.03%
2023	+4.97%	+14.73%
2022	-8.04%	-5.08%
2021	-1.86%	+31.98%
2020	+6.17%	-5.03%
2019	+6.42%	+23.20%
2018	+0.87%	-8.81%
2017	+1.83%	+14.00%
2016	+1.83%	+21.44%
2015	+0.52%	-1.13%
2014	+2.75%	+16.41%
2013	-0.81%	+30.22%
2012	+3.65%	+13.46%
2011	+6.01%	+3.86%
2010	+5.16%	+20.77%
2009	+2.78%	+30.04%
2008	+7.86%	-31.38%
2007	+7.61%	-6.02%
2006	N/A	+14.77%

GVI vs DON Drawdown Comparison

The maximum drawdown for GVI was -12.93%, occurring on Oct 20, 2022. Recovery took 976 trading sessions.

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

The current GVI drawdown is -1.15%. The current DON drawdown is -2.22%.

Rank	GVI	DON
#1	-12.93% Aug 2, 2021 - Jun 23, 2025	-61.90% Jun 4, 2007 - Mar 30, 2011
#2	-7.54% Sep 9, 2008 - Dec 1, 2008	-46.79% Jan 16, 2020 - Feb 8, 2021
#3	-5.96% Mar 9, 2020 - May 19, 2020	-21.46% Nov 25, 2024 - Jan 15, 2026
#4	-3.57% May 1, 2013 - May 20, 2014	-21.10% Jul 7, 2011 - Feb 3, 2012
#5	-3.53% Jan 14, 2009 - Jul 31, 2009	-19.20% Aug 29, 2018 - Jul 24, 2019
#6	-3.39% Oct 11, 2010 - May 27, 2011	-15.72% Apr 20, 2022 - Jan 31, 2023
#7	-3.30% Jul 8, 2016 - Aug 29, 2017	-13.97% Feb 2, 2023 - Dec 13, 2023
#8	-2.99% Sep 7, 2017 - Jan 3, 2019	-13.58% Apr 6, 2015 - Mar 17, 2016
#9	-2.54% Apr 11, 2008 - Sep 3, 2008	-9.16% Jan 26, 2018 - Jun 12, 2018
#10	-2.17% Dec 31, 2020 - Aug 2, 2021	-9.09% May 1, 2012 - Aug 16, 2012
#11	-1.79% Feb 27, 2026 - Mar 26, 2026	-9.05% Feb 11, 2026 - Mar 20, 2026
#12	-1.78% Jan 30, 2015 - Oct 2, 2015	-8.56% Sep 5, 2014 - Nov 3, 2014
#13	-1.69% Dec 30, 2008 - Jan 14, 2009	-8.10% May 21, 2013 - Jul 18, 2013
#14	-1.69% Sep 21, 2011 - Nov 1, 2011	-7.98% Jun 8, 2021 - Oct 15, 2021
#15	-1.68% May 8, 2007 - Jul 26, 2007	-7.90% Jul 30, 2019 - Oct 22, 2019

Correlation

Correlation between GVI and DON is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2006 - 2026)

GVI vs DON dividend yield comparison.

Year	GVI	DON
2026	1.22%	0.58%
2025	3.48%	2.53%
2024	3.40%	2.27%
2023	2.75%	2.41%
2022	1.86%	2.71%
2021	1.46%	2.12%
2020	1.84%	2.77%
2019	2.29%	2.38%
2018	2.16%	2.55%
2017	1.91%	2.25%
2016	1.77%	2.48%
2015	1.75%	2.89%
2014	1.72%	2.56%
2013	1.77%	2.28%
2012	2.13%	3.62%
2011	2.63%	2.43%
2010	2.86%	2.83%
2009	3.32%	2.72%
2008	4.02%	5.61%
2007	4.42%	3.03%
2006	0.00%	1.30%