DON vs. PEXL
Compare and contrast key facts about WisdomTree US MidCap Dividend ETF (DON) and Pacer US Export Leaders ETF (PEXL).
DON and PEXL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. PEXL is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer US Export Leaders ETF Index. It was launched on Jul 23, 2018. Both DON and PEXL are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DON or PEXL.
Correlation
The correlation between DON and PEXL is 0.76, 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. PEXL - Performance Comparison
Key characteristics
DON:
0.15
PEXL:
-0.18
DON:
0.35
PEXL:
-0.08
DON:
1.05
PEXL:
0.99
DON:
0.14
PEXL:
-0.18
DON:
0.46
PEXL:
-0.68
DON:
6.42%
PEXL:
6.46%
DON:
19.37%
PEXL:
24.89%
DON:
-61.94%
PEXL:
-33.67%
DON:
-14.60%
PEXL:
-12.91%
Returns By Period
In the year-to-date period, DON achieves a -7.19% return, which is significantly lower than PEXL's -6.67% return.
DON
-7.19%
-5.80%
-6.61%
3.29%
16.03%
7.84%
PEXL
-6.67%
-4.97%
-9.39%
-4.38%
15.78%
N/A
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DON vs. PEXL - Expense Ratio Comparison
DON has a 0.38% expense ratio, which is lower than PEXL's 0.60% expense ratio.
Risk-Adjusted Performance
DON vs. PEXL — Risk-Adjusted Performance Rank
DON
PEXL
DON vs. PEXL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US MidCap Dividend ETF (DON) and Pacer US Export Leaders ETF (PEXL). 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. PEXL - Dividend Comparison
DON's dividend yield for the trailing twelve months is around 2.36%, more than PEXL's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DON WisdomTree US MidCap Dividend ETF | 2.36% | 2.27% | 2.41% | 2.71% | 2.12% | 2.77% | 2.38% | 2.55% | 2.25% | 2.48% | 2.89% | 2.56% |
PEXL Pacer US Export Leaders ETF | 0.46% | 0.48% | 0.49% | 0.59% | 0.22% | 0.48% | 0.48% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DON vs. PEXL - Drawdown Comparison
The maximum DON drawdown since its inception was -61.94%, which is greater than PEXL's maximum drawdown of -33.67%. Use the drawdown chart below to compare losses from any high point for DON and PEXL. For additional features, visit the drawdowns tool.
Volatility
DON vs. PEXL - Volatility Comparison
The current volatility for WisdomTree US MidCap Dividend ETF (DON) is 12.99%, while Pacer US Export Leaders ETF (PEXL) has a volatility of 18.54%. This indicates that DON experiences smaller price fluctuations and is considered to be less risky than PEXL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.