IBDT vs DON

Comparison between ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF) and WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF).

5-Year PerformanceDON has outperformed IBDT, delivering a return of +8.2% compared to +1.2%

IBDT vs DON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDT(ETF)	DON(ETF)
Net Assets	$3.90B	$3.90B
Expense Ratio	0.10%	0.38%
Max Drawdown	21.32%	64.40%
Sharpe Ratio	0.53	0.99
5Y Beta	0.03	0.78
P/E Ratio	N/A	18.93
Forward P/E	N/A	13.51
PEG Ratio	N/A	0.16
5Y Dividends CAGR	8.35%	9.37%
5Y EPS CAGR	N/A	9.82%
Debt to Equity	N/A	-6.13%
P/S Ratio	N/A	1.48
P/B Ratio	N/A	2.14

Net Assets

IBDT

$3.90B

DON

$3.90B

Expense Ratio

Winner

IBDT

0.10%

DON

0.38%

Max Drawdown

Winner

IBDT

21.32%

DON

64.40%

Sharpe Ratio

IBDT

0.53

Winner

DON

0.99

5Y Beta

Winner

IBDT

0.03

DON

0.78

P/E Ratio

IBDT

N/A

DON

18.93

Forward P/E

IBDT

N/A

DON

13.51

PEG Ratio

IBDT

N/A

DON

0.16

5Y Dividends CAGR

IBDT

8.35%

Winner

DON

9.37%

5Y EPS CAGR

IBDT

N/A

DON

9.82%

Debt to Equity

IBDT

N/A

DON

-6.13%

P/S Ratio

IBDT

N/A

DON

1.48

P/B Ratio

IBDT

N/A

DON

2.14

IBDT vs DON - Historical Returns

Returns include dividend reinvestment.

Period	IBDT	DON
1 month	+0.33%	+3.45%
3 months	+0.87%	+8.97%
6 months	+1.33%	+8.74%
1 year	+4.49%	+16.71%
5 years(CAGR)	+1.25%	+8.17%
10 years(CAGR)	N/A	+9.57%
Max(CAGR)	+3.88%	+9.29%

IBDT

+0.33%

Winner

DON

+3.45%

IBDT

+0.87%

Winner

DON

+8.97%

IBDT

+1.33%

Winner

DON

+8.74%

IBDT

+4.49%

Winner

DON

+16.71%

5Y(CAGR)

IBDT

+1.25%

Winner

DON

+8.17%

10Y(CAGR)

IBDT

N/A

DON

+9.57%

Max(CAGR)

IBDT

+3.88%

Winner

DON

+9.29%

IBDT vs DON - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IBDT	DON
2026	+0.88%	+9.56%
2025	+6.93%	+4.48%
2024	+4.34%	+14.03%
2023	+7.32%	+14.73%
2022	-11.23%	-5.08%
2021	-1.91%	+31.98%
2020	+9.66%	-5.03%
2019	+15.26%	+23.20%
2018	+1.18%	-8.81%
2017	N/A	+14.00%
2016	N/A	+21.44%
2015	N/A	-1.13%
2014	N/A	+16.41%
2013	N/A	+30.22%
2012	N/A	+13.46%
2011	N/A	+3.86%
2010	N/A	+20.77%
2009	N/A	+30.04%
2008	N/A	-31.38%
2007	N/A	-6.02%
2006	N/A	+14.77%

IBDT vs DON Drawdown Comparison

The maximum drawdown for IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.

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

Rank	IBDT	DON
#1	-17.79% Mar 6, 2020 - Jun 15, 2020	-61.90% Jun 4, 2007 - Mar 30, 2011
#2	-17.69% Aug 2, 2021 - May 29, 2025	-46.79% Jan 16, 2020 - Feb 8, 2021
#3	-4.41% Dec 30, 2020 - Aug 2, 2021	-21.46% Nov 25, 2024 - Jan 15, 2026
#4	-2.61% Sep 4, 2019 - Dec 3, 2019	-21.10% Jul 7, 2011 - Feb 3, 2012
#5	-1.82% Oct 2, 2018 - Dec 28, 2018	-19.20% Aug 29, 2018 - Jul 24, 2019
#6	-1.66% Aug 4, 2020 - Nov 19, 2020	-15.72% Apr 20, 2022 - Jan 31, 2023
#7	-1.36% Jul 3, 2019 - Aug 1, 2019	-13.97% Feb 2, 2023 - Dec 13, 2023
#8	-1.03% Feb 23, 2026 - May 8, 2026	-13.58% Apr 6, 2015 - Mar 17, 2016
#9	-1.01% Jan 31, 2019 - Feb 26, 2019	-9.16% Jan 26, 2018 - Jun 12, 2018
#10	-0.86% Jun 17, 2020 - Jul 1, 2020	-9.09% May 1, 2012 - Aug 16, 2012
#11	-0.78% Mar 27, 2019 - Apr 10, 2019	-9.05% Feb 11, 2026 - Jun 11, 2026
#12	-0.69% Apr 10, 2019 - Apr 26, 2019	-8.56% Sep 5, 2014 - Nov 3, 2014
#13	-0.67% Nov 30, 2020 - Dec 18, 2020	-8.10% May 21, 2013 - Jul 18, 2013
#14	-0.61% Dec 3, 2019 - Dec 27, 2019	-7.98% Jun 8, 2021 - Oct 15, 2021
#15	-0.53% Feb 26, 2019 - Mar 8, 2019	-7.90% Jul 30, 2019 - Oct 22, 2019

Correlation

Correlation between IBDT and DON is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2006 - 2026)

IBDT vs DON dividend yield comparison.

Year	IBDT	DON
2026	1.85%	0.72%
2025	4.56%	2.53%
2024	4.67%	2.27%
2023	4.10%	2.41%
2022	3.25%	2.71%
2021	2.45%	2.12%
2020	2.80%	2.77%
2019	3.32%	2.38%
2018	1.47%	2.55%
2017	0.00%	2.25%
2016	0.00%	2.48%
2015	0.00%	2.89%
2014	0.00%	2.56%
2013	0.00%	2.28%
2012	0.00%	3.62%
2011	0.00%	2.43%
2010	0.00%	2.83%
2009	0.00%	2.72%
2008	0.00%	5.61%
2007	0.00%	3.03%
2006	0.00%	1.30%