IXJ vs DON
Comparison between ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF) and WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF).
5-Year PerformanceDON has outperformed IXJ, delivering a return of +7.6% compared to +3.8%
IXJ vs DON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXJ
$3.60B
Winner
DON
$3.70B
Expense Ratio
IXJ
0.40%
Winner
DON
0.38%
Max Drawdown
Winner
IXJ
42.81%
DON
64.40%
Sharpe Ratio
IXJ
0.31
Winner
DON
1.02
5Y Beta
Winner
IXJ
0.49
DON
0.79
P/E Ratio
IXJ
27.07
Winner
DON
19.20
Forward P/E
IXJ
17.27
Winner
DON
14.39
PEG Ratio
IXJ
N/A
DON
0.16
5Y Dividends CAGR
IXJ
6.37%
Winner
DON
9.57%
5Y EPS CAGR
Winner
IXJ
13.77%
DON
11.86%
Debt to Equity
Winner
IXJ
-113.63%
DON
-17.74%
P/S Ratio
Winner
IXJ
1.43
DON
1.80
P/B Ratio
IXJ
4.31
Winner
DON
2.27
IXJ vs DON - Holdings Comparison
IXJ and DON have 5 common holdings. Overlap is 0.62%
IXJ's top 25 holdings weight is 70.24%. DON's top 25 holdings weight is 21.28%.
| Rank | IXJ | DON |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 9.35% | FRANKLIN RESOURCES INC (BEN) - 1.28% |
| #2 | JOHNSON & JOHNSON (JNJ) - 7.13% | VIATRIS INC (VTRS) - 1.23% |
| #3 | ABBVIE INC (ABBV) - 4.62% | APA CORP (APA) - 1.16% |
| #4 | ASTRAZENECA PLC (AZN:XLON) - 4.12% | HASBRO INC (HAS) - 1.10% |
| #5 | UNITEDHEALTH GROUP INC (UNH) - 3.85% | PERMIAN RESOURCES CORP CLASS A (PR) - 1.03% |
| #6 | MERCK & CO INC (MRK) - 3.82% | BEST BUY CO INC (BBY) - 1.02% |
| #7 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.80% | OMNICOM GROUP INC (OMC) - 0.95% |
| #8 | NOVARTIS AG REGISTERED SHARES (n/a) - 3.79% | ANTERO MIDSTREAM CORP (AM) - 0.94% |
| #9 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.59% | AMERICAN FINANCIAL GROUP INC (AFG) - 0.93% |
| #10 | AMGEN INC (AMGN) - 2.48% | STANLEY BLACK & DECKER INC (SWK) - 0.92% |
| #11 | GILEAD SCIENCES INC (GILD) - 2.21% | SNAP-ON INC (SNA) - 0.90% |
| #12 | ABBOTT LABORATORIES (ABT) - 2.19% | CLOROX CO (CLX) - 0.89% |
| #13 | INTUITIVE SURGICAL INC (ISRG) - 2.17% | W.P. CAREY INC (WPC) - 0.88% |
| #14 | PFIZER INC (PFE) - 2.05% | OGE ENERGY CORP (OGE) - 0.88% |
| #15 | NOVO NORDISK AS CLASS B (n/a) - 1.70% | THE AES CORP (AES) - 0.86% |
| #16 | DANAHER CORP (DHR) - 1.61% | CF INDUSTRIES HOLDINGS INC (CF) - 0.84% |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.58% | PINNACLE WEST CAPITAL CORP (PNW) - 0.84% |
| #18 | GSK PLC (n/a) - 1.55% | SUN COMMUNITIES INC (SUI) - 0.81% |
| #19 | STRYKER CORP (SYK) - 1.53% | KIMCO REALTY CORP (KIM) - 0.80% |
| #20 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.46% | UGI CORP (UGI) - 0.77% |
| #21 | MEDTRONIC PLC (MDT) - 1.43% | UDR INC (UDR) - 0.45% |
| #22 | MCKESSON CORP (MCK) - 1.38% | WEBSTER FINANCIAL CORP (WBS) - 0.45% |
| #23 | SANOFI SA (n/a) - 1.36% | ZIONS BANCORP NA (ZION) - 0.45% |
| #24 | CVS HEALTH CORP (CVS) - 1.28% | LAMAR ADVERTISING CO CLASS A (LAMR) - 0.45% |
| #25 | BOSTON SCIENTIFIC CORP (BSX) - 1.19% | n/a (BF-B) - 0.45% |
| Total Holdings | 127 | 256 |
IXJ vs DON - Historical Returns
Returns include dividend reinvestment.
1M
IXJ
-4.24%
Winner
DON
+2.08%
3M
IXJ
-8.24%
Winner
DON
-0.68%
6M
IXJ
+0.13%
Winner
DON
+9.90%
1Y
IXJ
+8.85%
Winner
DON
+16.91%
5Y(CAGR)
IXJ
+3.80%
Winner
DON
+7.55%
10Y(CAGR)
IXJ
+7.93%
Winner
DON
+9.45%
Max(CAGR)
IXJ
+7.01%
Winner
DON
+9.18%
IXJ vs DON - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXJ | DON |
|---|---|---|
| 2026 | -6.27% | +6.60% |
| 2025 | +14.95% | +4.48% |
| 2024 | -0.69% | +14.03% |
| 2023 | +3.59% | +14.73% |
| 2022 | -3.93% | -5.08% |
| 2021 | +19.74% | +31.98% |
| 2020 | +12.39% | -5.03% |
| 2019 | +24.67% | +23.20% |
| 2018 | +1.74% | -8.81% |
| 2017 | +19.02% | +14.00% |
| 2016 | -4.37% | +21.44% |
| 2015 | +5.69% | -1.13% |
| 2014 | +18.07% | +16.41% |
| 2013 | +33.83% | +30.22% |
| 2012 | +15.83% | +13.46% |
| 2011 | +9.85% | +3.86% |
| 2010 | +0.65% | +20.77% |
| 2009 | +16.29% | +30.04% |
| 2008 | -19.96% | -31.38% |
| 2007 | +2.96% | -6.02% |
| 2006 | +8.49% | +14.77% |
| 2005 | +7.27% | N/A |
| 2004 | +3.72% | N/A |
| 2003 | +16.34% | N/A |
| 2002 | -17.01% | N/A |
| 2001 | -2.47% | N/A |
IXJ vs DON Drawdown Comparison
The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.
The maximum drawdown for DON was -61.90%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.
The current IXJ drawdown is -9.94%. The current DON drawdown is -1.57%.
| Rank | IXJ | DON |
|---|---|---|
| #1 | -40.60% May 7, 2007 - Apr 26, 2011 | -61.90% Jun 4, 2007 - Mar 30, 2011 |
| #2 | -31.87% Nov 26, 2001 - Apr 13, 2005 | -46.79% Jan 16, 2020 - Feb 8, 2021 |
| #3 | -27.35% Feb 12, 2020 - Jul 14, 2020 | -21.46% Nov 25, 2024 - Jan 15, 2026 |
| #4 | -18.80% Aug 5, 2015 - Jun 19, 2017 | -21.10% Jul 7, 2011 - Feb 3, 2012 |
| #5 | -18.14% Aug 30, 2024 - Jan 6, 2026 | -19.20% Aug 29, 2018 - Jul 24, 2019 |
| #6 | -17.48% Apr 8, 2022 - Jan 8, 2024 | -15.72% Apr 20, 2022 - Jan 31, 2023 |
| #7 | -16.52% May 31, 2011 - Mar 13, 2012 | -13.97% Feb 2, 2023 - Dec 13, 2023 |
| #8 | -14.45% Oct 1, 2018 - Jul 2, 2019 | -13.58% Apr 6, 2015 - Mar 17, 2016 |
| #9 | -11.65% Jan 26, 2018 - Aug 21, 2018 | -9.16% Jan 26, 2018 - Jun 12, 2018 |
| #10 | -10.78% Feb 27, 2026 - Apr 29, 2026 | -9.09% May 1, 2012 - Aug 16, 2012 |
| #11 | -10.59% Dec 29, 2021 - Apr 7, 2022 | -9.05% Feb 11, 2026 - Mar 20, 2026 |
| #12 | -8.47% Sep 24, 2014 - Oct 30, 2014 | -8.56% Sep 5, 2014 - Nov 3, 2014 |
| #13 | -7.78% Sep 3, 2021 - Dec 23, 2021 | -8.10% May 21, 2013 - Jul 18, 2013 |
| #14 | -7.77% Jan 25, 2021 - Apr 16, 2021 | -7.98% Jun 8, 2021 - Oct 15, 2021 |
| #15 | -7.76% Sep 2, 2020 - Nov 5, 2020 | -7.90% Jul 30, 2019 - Oct 22, 2019 |
Correlation
Correlation between IXJ and DON is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2026)
IXJ vs DON dividend yield comparison.
| Year | IXJ | DON |
|---|---|---|
| 2026 | 0.00% | 0.57% |
| 2025 | 1.40% | 2.53% |
| 2024 | 1.50% | 2.27% |
| 2023 | 1.38% | 2.41% |
| 2022 | 1.17% | 2.71% |
| 2021 | 1.12% | 2.12% |
| 2020 | 1.27% | 2.77% |
| 2019 | 1.42% | 2.38% |
| 2018 | 2.11% | 2.55% |
| 2017 | 1.46% | 2.25% |
| 2016 | 1.73% | 2.48% |
| 2015 | 2.85% | 2.89% |
| 2014 | 1.38% | 2.56% |
| 2013 | 1.51% | 2.28% |
| 2012 | 2.28% | 3.62% |
| 2011 | 2.17% | 2.43% |
| 2010 | 2.20% | 2.83% |
| 2009 | 1.97% | 2.72% |
| 2008 | 2.25% | 5.61% |
| 2007 | 1.72% | 3.03% |
| 2006 | 0.85% | 1.30% |
| 2005 | 0.70% | 0.00% |
| 2004 | 0.74% | 0.00% |
| 2003 | 0.63% | 0.00% |
| 2002 | 0.61% | 0.00% |
| 2001 | 0.03% | 0.00% |
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