DON vs. FLPSX
Compare and contrast key facts about WisdomTree US MidCap Dividend ETF (DON) and Fidelity Low-Priced Stock Fund (FLPSX).
DON is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree MidCap Dividend Index. It was launched on Jun 16, 2006. FLPSX is managed by T. Rowe Price. It was launched on Dec 27, 1989.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DON or FLPSX.
Key characteristics
| DON | FLPSX | |
|---|---|---|
| YTD Return | 2.81% | 5.40% |
| 1Y Return | 20.04% | 19.99% |
| 3Y Return (Ann) | 6.00% | 5.93% |
| 5Y Return (Ann) | 7.72% | 11.50% |
| 10Y Return (Ann) | 8.85% | 9.43% |
| Sharpe Ratio | 1.28 | 1.56 |
| Daily Std Dev | 15.28% | 12.52% |
| Max Drawdown | -61.94% | -52.95% |
| Current Drawdown | -4.19% | -2.68% |
Correlation
The correlation between DON and FLPSX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DON vs. FLPSX - Performance Comparison
In the year-to-date period, DON achieves a 2.81% return, which is significantly lower than FLPSX's 5.40% return. Over the past 10 years, DON has underperformed FLPSX with an annualized return of 8.85%, while FLPSX has yielded a comparatively higher 9.43% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DON vs. FLPSX - Expense Ratio Comparison
DON has a 0.38% expense ratio, which is lower than FLPSX's 0.82% expense ratio.
Risk-Adjusted Performance
DON vs. FLPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US MidCap Dividend ETF (DON) and Fidelity Low-Priced Stock Fund (FLPSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DON vs. FLPSX - Dividend Comparison
DON's dividend yield for the trailing twelve months is around 2.45%, less than FLPSX's 17.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DON WisdomTree US MidCap Dividend ETF | 2.45% | 2.41% | 2.71% | 2.12% | 2.77% | 2.38% | 2.55% | 2.25% | 2.48% | 2.89% | 2.56% | 2.28% |
FLPSX Fidelity Low-Priced Stock Fund | 17.35% | 18.29% | 9.45% | 12.11% | 11.14% | 8.14% | 13.45% | 8.91% | 4.85% | 5.15% | 6.91% | 7.46% |
Drawdowns
DON vs. FLPSX - Drawdown Comparison
The maximum DON drawdown since its inception was -61.94%, which is greater than FLPSX's maximum drawdown of -52.95%. Use the drawdown chart below to compare losses from any high point for DON and FLPSX. For additional features, visit the drawdowns tool.
Volatility
DON vs. FLPSX - Volatility Comparison
WisdomTree US MidCap Dividend ETF (DON) has a higher volatility of 4.13% compared to Fidelity Low-Priced Stock Fund (FLPSX) at 3.56%. This indicates that DON's price experiences larger fluctuations and is considered to be riskier than FLPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.