XT vs DON
Comparison between ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF (XT, ETF) and WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF).
5-Year PerformanceDON has outperformed XT, delivering a return of +7.6% compared to +7.5%
XT vs DON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XT
$3.90B
DON
$3.90B
Expense Ratio
XT
0.46%
Winner
DON
0.38%
Max Drawdown
Winner
XT
34.97%
DON
64.40%
Sharpe Ratio
Winner
XT
1.83
DON
0.89
5Y Beta
XT
1.06
Winner
DON
0.78
P/E Ratio
XT
39.85
Winner
DON
18.80
Forward P/E
XT
27.05
Winner
DON
13.44
PEG Ratio
XT
N/A
DON
0.20
5Y Dividends CAGR
Winner
XT
51.14%
DON
9.37%
5Y EPS CAGR
Winner
XT
22.32%
DON
10.53%
Debt to Equity
XT
50.02%
Winner
DON
-30.29%
P/S Ratio
XT
7.61
Winner
DON
1.54
P/B Ratio
XT
7.60
Winner
DON
2.15
XT vs DON - Holdings Comparison
XT and DON have 5 common holdings. Overlap is 0.29%
XT's top 25 holdings weight is 58.10%. DON's top 25 holdings weight is 21.40%.
| Rank | XT | DON |
|---|---|---|
| #1 | TEXAS INSTRUMENTS INC (TXN) - 5.23% | FRANKLIN RESOURCES INC (BEN) - 1.37% |
| #2 | NVIDIA CORP (NVDA) - 4.08% | VIATRIS INC (VTRS) - 1.34% |
| #3 | ANALOG DEVICES INC (ADI) - 3.72% | APA CORP (APA) - 1.11% |
| #4 | TESLA INC (TSLA) - 3.70% | BEST BUY CO INC (BBY) - 1.08% |
| #5 | ELI LILLY AND CO (LLY) - 3.65% | HASBRO INC (HAS) - 1.00% |
| #6 | MICROSOFT CORP (MSFT) - 3.49% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.96% |
| #7 | AMAZON.COM INC (AMZN) - 3.01% | AMERICAN FINANCIAL GROUP INC (AFG) - 0.96% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 2.66% | ANTERO MIDSTREAM CORP (AM) - 0.93% |
| #9 | JOHNSON & JOHNSON (JNJ) - 2.56% | STANLEY BLACK & DECKER INC (SWK) - 0.92% |
| #10 | n/a (n/a) - 2.31% | OMNICOM GROUP INC (OMC) - 0.91% |
| #11 | INFINEON TECHNOLOGIES AG (n/a) - 2.22% | W.P. CAREY INC (WPC) - 0.90% |
| #12 | BROADCOM INC (AVGO) - 2.08% | OGE ENERGY CORP (OGE) - 0.89% |
| #13 | PALO ALTO NETWORKS INC (PANW) - 1.77% | SNAP-ON INC (SNA) - 0.88% |
| #14 | ABBVIE INC (ABBV) - 1.72% | CLOROX CO (CLX) - 0.88% |
| #15 | MURATA MANUFACTURING CO LTD (n/a) - 1.67% | THE AES CORP (AES) - 0.86% |
| #16 | META PLATFORMS INC CLASS A (META) - 1.56% | SIRIUS XM HOLDINGS INC (SIRI) - 0.85% |
| #17 | INTUITIVE SURGICAL INC (ISRG) - 1.48% | PINNACLE WEST CAPITAL CORP (PNW) - 0.83% |
| #18 | NXP SEMICONDUCTORS NV (NXPI) - 1.46% | KIMCO REALTY CORP (KIM) - 0.82% |
| #19 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.45% | HF SINCLAIR CORP (DINO) - 0.81% |
| #20 | CISCO SYSTEMS INC (CSCO) - 1.43% | CF INDUSTRIES HOLDINGS INC (CF) - 0.81% |
| #21 | MERCK & CO INC (MRK) - 1.42% | MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 0.46% |
| #22 | ASTRAZENECA PLC (AZN) - 1.39% | WEBSTER FINANCIAL CORP (WBS) - 0.46% |
| #23 | IBERDROLA SA (n/a) - 1.39% | MOELIS & CO CLASS A (MC) - 0.46% |
| #24 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.35% | AVERY DENNISON CORP (AVY) - 0.46% |
| #25 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.30% | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.45% |
| Total Holdings | 225 | 255 |
XT vs DON - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XT
+3.75%
DON
-0.04%
3M
Winner
XT
+13.78%
DON
+1.75%
6M
Winner
XT
+14.77%
DON
+7.25%
1Y
Winner
XT
+38.08%
DON
+15.52%
5Y(CAGR)
XT
+7.49%
Winner
DON
+7.60%
10Y(CAGR)
Winner
XT
+14.14%
DON
+9.13%
Max(CAGR)
Winner
XT
+12.49%
DON
+9.15%
XT vs DON - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XT | DON |
|---|---|---|
| 2026 | +14.31% | +6.56% |
| 2025 | +26.40% | +4.48% |
| 2024 | +2.22% | +14.03% |
| 2023 | +26.79% | +14.73% |
| 2022 | -28.20% | -5.08% |
| 2021 | +16.59% | +31.98% |
| 2020 | +33.53% | -5.03% |
| 2019 | +30.61% | +23.20% |
| 2018 | -6.17% | -8.81% |
| 2017 | +32.97% | +14.00% |
| 2016 | +11.61% | +21.44% |
| 2015 | -2.29% | -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% |
XT vs DON Drawdown Comparison
The maximum drawdown for XT was -34.40%, occurring on Oct 14, 2022. Recovery took 908 trading sessions.
The maximum drawdown for DON was -61.90%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.
The current XT drawdown is -4.71%. The current DON drawdown is -1.61%.
| Rank | XT | DON |
|---|---|---|
| #1 | -34.40% Nov 16, 2021 - Jul 2, 2025 | -61.90% Jun 4, 2007 - Mar 30, 2011 |
| #2 | -32.21% Feb 19, 2020 - Jul 2, 2020 | -46.79% Jan 16, 2020 - Feb 8, 2021 |
| #3 | -19.47% Jun 22, 2015 - Aug 5, 2016 | -21.46% Nov 25, 2024 - Jan 15, 2026 |
| #4 | -18.90% Aug 29, 2018 - Apr 3, 2019 | -21.10% Jul 7, 2011 - Feb 3, 2012 |
| #5 | -10.45% Jan 28, 2026 - Apr 16, 2026 | -19.20% Aug 29, 2018 - Jul 24, 2019 |
| #6 | -9.55% Jan 26, 2018 - Aug 7, 2018 | -15.72% Apr 20, 2022 - Jan 31, 2023 |
| #7 | -9.31% Feb 12, 2021 - Apr 26, 2021 | -13.97% Feb 2, 2023 - Dec 13, 2023 |
| #8 | -8.11% Apr 8, 2019 - Jul 1, 2019 | -13.58% Apr 6, 2015 - Mar 17, 2016 |
| #9 | -7.30% Sep 3, 2021 - Nov 4, 2021 | -9.16% Jan 26, 2018 - Jun 12, 2018 |
| #10 | -7.29% Oct 12, 2020 - Nov 5, 2020 | -9.09% May 1, 2012 - Aug 16, 2012 |
| #11 | -7.16% Sep 2, 2020 - Oct 9, 2020 | -9.05% Feb 11, 2026 - Mar 20, 2026 |
| #12 | -7.03% Jul 24, 2019 - Oct 25, 2019 | -8.56% Sep 5, 2014 - Nov 3, 2014 |
| #13 | -6.52% Sep 22, 2016 - Dec 7, 2016 | -8.10% May 21, 2013 - Jul 18, 2013 |
| #14 | -6.46% Nov 3, 2025 - Dec 10, 2025 | -7.98% Jun 8, 2021 - Oct 15, 2021 |
| #15 | -6.11% Apr 26, 2021 - Jun 10, 2021 | -7.90% Jul 30, 2019 - Oct 22, 2019 |
Correlation
Correlation between XT and DON is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2006 - 2026)
XT vs DON dividend yield comparison.
| Year | XT | DON |
|---|---|---|
| 2026 | 0.00% | 0.74% |
| 2025 | 7.95% | 2.53% |
| 2024 | 0.66% | 2.27% |
| 2023 | 0.41% | 2.41% |
| 2022 | 0.78% | 2.71% |
| 2021 | 0.84% | 2.12% |
| 2020 | 0.77% | 2.77% |
| 2019 | 1.55% | 2.38% |
| 2018 | 1.40% | 2.55% |
| 2017 | 0.97% | 2.25% |
| 2016 | 1.37% | 2.48% |
| 2015 | 1.34% | 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% |
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