SOPAX vs. DON
Compare and contrast key facts about ClearBridge Dividend Strategy Fund (SOPAX) and WisdomTree US MidCap Dividend ETF (DON).
SOPAX is managed by Franklin Templeton. It was launched on Nov 6, 1992. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SOPAX or DON.
Correlation
The correlation between SOPAX and DON is 0.85, 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
SOPAX vs. DON - Performance Comparison
Key characteristics
SOPAX:
0.36
DON:
0.36
SOPAX:
0.56
DON:
0.64
SOPAX:
1.09
DON:
1.08
SOPAX:
0.30
DON:
0.32
SOPAX:
0.87
DON:
1.04
SOPAX:
6.37%
DON:
6.70%
SOPAX:
15.59%
DON:
19.37%
SOPAX:
-52.17%
DON:
-61.94%
SOPAX:
-9.94%
DON:
-12.23%
Returns By Period
In the year-to-date period, SOPAX achieves a 0.93% return, which is significantly higher than DON's -4.63% return. Over the past 10 years, SOPAX has underperformed DON with an annualized return of 5.47%, while DON has yielded a comparatively higher 8.35% annualized return.
SOPAX
0.93%
-0.86%
-5.03%
4.90%
8.28%
5.47%
DON
-4.63%
-3.70%
-3.53%
5.94%
16.03%
8.35%
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SOPAX vs. DON - Expense Ratio Comparison
SOPAX has a 1.02% expense ratio, which is higher than DON's 0.38% expense ratio.
Risk-Adjusted Performance
SOPAX vs. DON — Risk-Adjusted Performance Rank
SOPAX
DON
SOPAX vs. DON - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy Fund (SOPAX) and WisdomTree US MidCap Dividend ETF (DON). 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
SOPAX vs. DON - Dividend Comparison
SOPAX's dividend yield for the trailing twelve months is around 1.27%, less than DON's 2.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOPAX ClearBridge Dividend Strategy Fund | 1.27% | 1.31% | 1.39% | 1.76% | 0.82% | 1.17% | 1.30% | 1.59% | 1.16% | 1.16% | 1.53% | 1.62% |
DON WisdomTree US MidCap Dividend ETF | 2.49% | 2.27% | 2.41% | 2.71% | 2.12% | 2.77% | 2.38% | 2.55% | 2.25% | 2.48% | 2.89% | 2.56% |
Drawdowns
SOPAX vs. DON - Drawdown Comparison
The maximum SOPAX drawdown since its inception was -52.17%, smaller than the maximum DON drawdown of -61.94%. Use the drawdown chart below to compare losses from any high point for SOPAX and DON. For additional features, visit the drawdowns tool.
Volatility
SOPAX vs. DON - Volatility Comparison
The current volatility for ClearBridge Dividend Strategy Fund (SOPAX) is 10.44%, while WisdomTree US MidCap Dividend ETF (DON) has a volatility of 13.05%. This indicates that SOPAX experiences smaller price fluctuations and is considered to be less risky than DON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.