SOPAX vs. DON

In the year-to-date period, SOPAX achieves a 2.62% return, which is significantly higher than DON's -0.48% return. Over the past 10 years, SOPAX has underperformed DON with an annualized return of 5.51%, while DON has yielded a comparatively higher 8.60% annualized return.

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SOPAX has a 1.02% expense ratio, which is higher than DON's 0.38% expense ratio.

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.

The current SOPAX Sharpe Ratio is 0.18, which is lower than the DON Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of SOPAX and DON, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SOPAX's dividend yield for the trailing twelve months is around 9.29%, more than DON's 2.38% yield.

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.

The current volatility for ClearBridge Dividend Strategy Fund (SOPAX) is 3.67%, while WisdomTree US MidCap Dividend ETF (DON) has a volatility of 5.24%. 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.