SUSA vs DON
Comparison between ISHARES MSCI USA ESG SELECT ETF (SUSA, ETF) and WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF).
5-Year PerformanceSUSA has outperformed DON, delivering a return of +12.2% compared to +8.3%
SUSA vs DON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$3.80B
Winner
DON
$3.90B
Expense Ratio
Winner
SUSA
0.25%
DON
0.38%
Max Drawdown
Winner
SUSA
54.94%
DON
64.40%
Sharpe Ratio
Winner
SUSA
1.77
DON
0.89
5Y Beta
SUSA
0.95
Winner
DON
0.79
P/E Ratio
SUSA
28.25
Winner
DON
19.32
Forward P/E
SUSA
21.92
Winner
DON
14.19
PEG Ratio
SUSA
0.39
Winner
DON
0.16
5Y Dividends CAGR
Winner
SUSA
10.29%
DON
9.57%
5Y EPS CAGR
Winner
SUSA
26.39%
DON
12.02%
Debt to Equity
SUSA
11.50%
Winner
DON
-15.72%
P/S Ratio
SUSA
3.49
Winner
DON
1.60
P/B Ratio
SUSA
6.07
Winner
DON
2.28
SUSA vs DON - Holdings Comparison
SUSA and DON have 5 common holdings. Overlap is 1.13%
SUSA's top 25 holdings weight is 49.33%. DON's top 25 holdings weight is 21.50%.
| Rank | SUSA | DON |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.73% | FRANKLIN RESOURCES INC (BEN) - 1.32% |
| #2 | APPLE INC (AAPL) - 5.55% | VIATRIS INC (VTRS) - 1.28% |
| #3 | MICROSOFT CORP (MSFT) - 4.35% | APA CORP (APA) - 1.24% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.83% | PERMIAN RESOURCES CORP CLASS A (PR) - 1.11% |
| #5 | BROADCOM INC (AVGO) - 3.12% | HASBRO INC (HAS) - 1.09% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.01% | BEST BUY CO INC (BBY) - 0.98% |
| #7 | TESLA INC (TSLA) - 1.65% | OMNICOM GROUP INC (OMC) - 0.96% |
| #8 | APPLIED MATERIALS INC (AMAT) - 1.55% | ANTERO MIDSTREAM CORP (AM) - 0.94% |
| #9 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.50% | AMERICAN FINANCIAL GROUP INC (AFG) - 0.93% |
| #10 | MORGAN STANLEY (MS) - 1.36% | STANLEY BLACK & DECKER INC (SWK) - 0.91% |
| #11 | CUMMINS INC (CMI) - 1.32% | SNAP-ON INC (SNA) - 0.90% |
| #12 | ELI LILLY AND CO (LLY) - 1.26% | OGE ENERGY CORP (OGE) - 0.89% |
| #13 | GILEAD SCIENCES INC (GILD) - 1.12% | HF SINCLAIR CORP (DINO) - 0.89% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.11% | W.P. CAREY INC (WPC) - 0.88% |
| #15 | THE HOME DEPOT INC (HD) - 1.09% | CF INDUSTRIES HOLDINGS INC (CF) - 0.87% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.09% | THE AES CORP (AES) - 0.85% |
| #17 | INTEL CORP (INTC) - 1.08% | PINNACLE WEST CAPITAL CORP (PNW) - 0.83% |
| #18 | WESTERN DIGITAL CORP (WDC) - 1.00% | KIMCO REALTY CORP (KIM) - 0.79% |
| #19 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.99% | CLOROX CO (CLX) - 0.79% |
| #20 | CRH PLC (CRH) - 0.98% | SUN COMMUNITIES INC (SUI) - 0.79% |
| #21 | BANK OF NEW YORK MELLON CORP (BK) - 0.97% | RPM INTERNATIONAL INC (RPM) - 0.46% |
| #22 | ECOLAB INC (ECL) - 0.95% | LINCOLN NATIONAL CORP (LNC) - 0.45% |
| #23 | VISA INC CLASS A (V) - 0.94% | ZIONS BANCORP NA (ZION) - 0.45% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.90% | BALL CORP (BALL) - 0.45% |
| #25 | ONEOK INC (OKE) - 0.88% | QNITY ELECTRONICS INC (Q) - 0.45% |
| Total Holdings | 173 | 255 |
SUSA vs DON - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSA
+7.67%
DON
+0.83%
3M
Winner
SUSA
+7.85%
DON
-0.85%
6M
SUSA
+7.50%
Winner
DON
+8.06%
1Y
Winner
SUSA
+24.99%
DON
+12.77%
5Y(CAGR)
Winner
SUSA
+12.16%
DON
+8.33%
10Y(CAGR)
Winner
SUSA
+14.92%
DON
+9.38%
Max(CAGR)
Winner
SUSA
+10.37%
DON
+9.14%
SUSA vs DON - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | DON |
|---|---|---|
| 2026 | +7.23% | +5.90% |
| 2025 | +15.98% | +4.48% |
| 2024 | +23.30% | +14.03% |
| 2023 | +24.42% | +14.73% |
| 2022 | -21.45% | -5.08% |
| 2021 | +32.05% | +31.98% |
| 2020 | +23.86% | -5.03% |
| 2019 | +32.49% | +23.20% |
| 2018 | -6.02% | -8.81% |
| 2017 | +21.51% | +14.00% |
| 2016 | +14.22% | +21.44% |
| 2015 | -1.77% | -1.13% |
| 2014 | +14.77% | +16.41% |
| 2013 | +27.63% | +30.22% |
| 2012 | +8.75% | +13.46% |
| 2011 | +0.57% | +3.86% |
| 2010 | +12.48% | +20.77% |
| 2009 | +26.93% | +30.04% |
| 2008 | -34.56% | -31.38% |
| 2007 | +4.65% | -6.02% |
| 2006 | +11.17% | +14.77% |
| 2005 | +7.95% | N/A |
SUSA vs DON Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for DON was -61.90%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.
The current SUSA drawdown is -0.29%. The current DON drawdown is -2.22%.
| Rank | SUSA | DON |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -61.90% Jun 4, 2007 - Mar 30, 2011 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -46.79% Jan 16, 2020 - Feb 8, 2021 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -21.46% Nov 25, 2024 - Jan 15, 2026 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -21.10% Jul 7, 2011 - Feb 3, 2012 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -19.20% Aug 29, 2018 - Jul 24, 2019 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -15.72% Apr 20, 2022 - Jan 31, 2023 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -13.97% Feb 2, 2023 - Dec 13, 2023 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -13.58% Apr 6, 2015 - Mar 17, 2016 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -9.16% Jan 26, 2018 - Jun 12, 2018 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -9.09% May 1, 2012 - Aug 16, 2012 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -9.05% Feb 11, 2026 - Mar 20, 2026 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -8.56% Sep 5, 2014 - Nov 3, 2014 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -8.10% May 21, 2013 - Jul 18, 2013 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -7.98% Jun 8, 2021 - Oct 15, 2021 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -7.90% Jul 30, 2019 - Oct 22, 2019 |
Correlation
Correlation between SUSA and DON is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2005 - 2026)
SUSA vs DON dividend yield comparison.
| Year | SUSA | DON |
|---|---|---|
| 2026 | 0.21% | 0.58% |
| 2025 | 0.89% | 2.53% |
| 2024 | 1.15% | 2.27% |
| 2023 | 1.32% | 2.41% |
| 2022 | 1.52% | 2.71% |
| 2021 | 0.98% | 2.12% |
| 2020 | 1.17% | 2.77% |
| 2019 | 1.52% | 2.38% |
| 2018 | 1.73% | 2.55% |
| 2017 | 1.40% | 2.25% |
| 2016 | 1.56% | 2.48% |
| 2015 | 1.42% | 2.89% |
| 2014 | 1.21% | 2.56% |
| 2013 | 1.30% | 2.28% |
| 2012 | 1.77% | 3.62% |
| 2011 | 1.45% | 2.43% |
| 2010 | 1.48% | 2.83% |
| 2009 | 1.64% | 2.72% |
| 2008 | 2.30% | 5.61% |
| 2007 | 1.28% | 3.03% |
| 2006 | 1.51% | 1.30% |
| 2005 | 1.15% | 0.00% |
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