DON vs. USMV ETF Comparison
Comparison of WisdomTree MidCap Dividend Fund (DON) to iShares MSCI USA Minimum Volatility ETF (USMV)
DON
WisdomTree MidCap Dividend Fund
DON Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of the mid-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$53.22
Average Daily Volume
125,420
Number of Holdings
*
328
* may have additional holdings in another (foreign) market
USMV
iShares MSCI USA Minimum Volatility ETF
USMV Description
The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$91.37
Average Daily Volume
1,672,443
Number of Holdings
*
170
* may have additional holdings in another (foreign) market
Performance
| Period | DON | USMV |
|---|---|---|
| 30 Days | 1.89% | -1.62% |
| 60 Days | 5.36% | 0.54% |
| 90 Days | 8.84% | 2.02% |
| 12 Months | 29.90% | 24.03% |
DON Overweight 320 Positions Relative to USMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | A | 2.11% | |
| IP | A | 1.23% | |
| CRBG | B | 1.13% | |
| SYF | B | 0.97% | |
| VTRS | A | 0.97% | |
| CG | B | 0.94% | |
| SNA | B | 0.92% | |
| EVRG | A | 0.87% | |
| NRG | B | 0.86% | |
| FNF | A | 0.83% | |
| CAG | F | 0.81% | |
| PNW | B | 0.81% | |
| EWBC | A | 0.78% | |
| EQT | A | 0.77% | |
| WPC | C | 0.71% | |
| NI | A | 0.7% | |
| OGE | A | 0.68% | |
| CMA | B | 0.67% | |
| JEF | A | 0.66% | |
| TPR | B | 0.66% | |
| LAMR | D | 0.65% | |
| GLPI | C | 0.65% | |
| ORI | A | 0.64% | |
| MAS | D | 0.63% | |
| SWK | F | 0.63% | |
| CNA | C | 0.63% | |
| LUV | B | 0.62% | |
| BEN | C | 0.62% | |
| JXN | C | 0.62% | |
| MAA | A | 0.61% | |
| AM | A | 0.6% | |
| WSM | D | 0.6% | |
| EQH | B | 0.59% | |
| UNM | A | 0.59% | |
| IPG | F | 0.58% | |
| EMN | D | 0.58% | |
| DTM | A | 0.58% | |
| CUBE | C | 0.58% | |
| ESS | A | 0.57% | |
| RGA | B | 0.57% | |
| INGR | B | 0.56% | |
| OWL | A | 0.56% | |
| WSO | A | 0.55% | |
| ALLY | C | 0.55% | |
| SJM | D | 0.55% | |
| OMF | A | 0.52% | |
| HRB | D | 0.52% | |
| KIM | A | 0.51% | |
| SW | A | 0.51% | |
| TXRH | B | 0.5% | |
| SNV | B | 0.5% | |
| ZION | B | 0.49% | |
| UI | A | 0.49% | |
| LNC | B | 0.49% | |
| LDOS | C | 0.48% | |
| UDR | C | 0.48% | |
| COLB | B | 0.48% | |
| DKS | D | 0.47% | |
| CHRD | F | 0.46% | |
| CF | A | 0.46% | |
| CHRW | B | 0.46% | |
| WTRG | B | 0.45% | |
| NNN | C | 0.45% | |
| LII | A | 0.45% | |
| ACI | C | 0.45% | |
| WBS | A | 0.44% | |
| TPL | A | 0.44% | |
| RL | C | 0.42% | |
| CFR | B | 0.42% | |
| OVV | C | 0.41% | |
| NFG | A | 0.41% | |
| CIVI | D | 0.41% | |
| SSNC | C | 0.41% | |
| TAP | B | 0.4% | |
| FRT | B | 0.4% | |
| BRX | A | 0.39% | |
| UGI | C | 0.39% | |
| RPM | B | 0.39% | |
| ALSN | B | 0.38% | |
| FLO | D | 0.37% | |
| RDN | D | 0.37% | |
| WAL | B | 0.37% | |
| SF | B | 0.37% | |
| MTG | D | 0.36% | |
| HOMB | A | 0.36% | |
| REG | A | 0.35% | |
| OZK | B | 0.35% | |
| TOL | B | 0.35% | |
| LKQ | F | 0.35% | |
| CSL | C | 0.35% | |
| SON | F | 0.35% | |
| OC | A | 0.34% | |
| NXST | C | 0.34% | |
| LECO | C | 0.34% | |
| HST | D | 0.34% | |
| EVR | B | 0.34% | |
| PB | A | 0.34% | |
| FLS | A | 0.33% | |
| WEN | C | 0.33% | |
| WU | F | 0.33% | |
| UBSI | B | 0.32% | |
| GBCI | B | 0.32% | |
| MLI | B | 0.32% | |
| MTN | C | 0.32% | |
| CADE | B | 0.32% | |
| DINO | D | 0.32% | |
| GAP | D | 0.31% | |
| EME | A | 0.31% | |
| FNB | B | 0.31% | |
| SCI | A | 0.31% | |
| GPK | D | 0.31% | |
| SSB | B | 0.3% | |
| PAG | B | 0.3% | |
| ONB | B | 0.3% | |
| ATR | B | 0.3% | |
| VLY | B | 0.3% | |
| BOKF | B | 0.3% | |
| SEIC | B | 0.3% | |
| DCI | B | 0.3% | |
| BPOP | C | 0.3% | |
| IEX | B | 0.29% | |
| FAF | C | 0.29% | |
| SWX | A | 0.29% | |
| WH | B | 0.29% | |
| CPT | C | 0.29% | |
| ITT | A | 0.28% | |
| MSM | D | 0.28% | |
| WTFC | B | 0.28% | |
| CBT | C | 0.28% | |
| MOS | D | 0.28% | |
| POR | C | 0.28% | |
| HLNE | A | 0.28% | |
| FOXA | B | 0.28% | |
| PRI | A | 0.27% | |
| REYN | D | 0.27% | |
| BWXT | A | 0.27% | |
| HLI | B | 0.27% | |
| R | B | 0.27% | |
| FOX | A | 0.26% | |
| RHI | C | 0.25% | |
| CE | F | 0.25% | |
| APA | F | 0.25% | |
| ACT | D | 0.25% | |
| CBSH | A | 0.25% | |
| IDA | A | 0.25% | |
| VOYA | B | 0.25% | |
| JBL | C | 0.24% | |
| M | D | 0.24% | |
| NJR | A | 0.24% | |
| POOL | D | 0.24% | |
| LSTR | D | 0.24% | |
| IBKR | A | 0.23% | |
| GGG | B | 0.23% | |
| JKHY | D | 0.23% | |
| GNTX | F | 0.23% | |
| SNX | D | 0.23% | |
| TER | F | 0.23% | |
| NDSN | D | 0.23% | |
| LANC | D | 0.23% | |
| RLI | A | 0.23% | |
| AOS | F | 0.22% | |
| BBWI | C | 0.22% | |
| FFIN | B | 0.22% | |
| HII | F | 0.22% | |
| ALB | B | 0.22% | |
| KBH | D | 0.22% | |
| TKR | F | 0.21% | |
| ARMK | C | 0.21% | |
| EHC | B | 0.21% | |
| CASY | A | 0.21% | |
| ADTN | A | 0.21% | |
| FIX | A | 0.21% | |
| AIT | B | 0.2% | |
| HUN | F | 0.2% | |
| THG | A | 0.2% | |
| AVT | C | 0.2% | |
| TTC | F | 0.2% | |
| STAG | D | 0.2% | |
| ACM | B | 0.2% | |
| LPX | B | 0.19% | |
| MUR | F | 0.19% | |
| NEU | D | 0.19% | |
| CWEN | C | 0.19% | |
| MORN | B | 0.19% | |
| BSY | D | 0.19% | |
| RGLD | C | 0.19% | |
| UFPI | C | 0.19% | |
| SAIC | F | 0.19% | |
| RRX | B | 0.19% | |
| AWI | B | 0.19% | |
| MAN | F | 0.18% | |
| NYT | D | 0.18% | |
| FBIN | F | 0.18% | |
| SEE | D | 0.18% | |
| BERY | D | 0.18% | |
| CW | B | 0.18% | |
| MKTX | D | 0.17% | |
| ELS | B | 0.17% | |
| AEO | F | 0.17% | |
| PR | B | 0.17% | |
| MGY | A | 0.17% | |
| COLM | B | 0.17% | |
| ESI | B | 0.17% | |
| UHS | D | 0.17% | |
| PII | F | 0.17% | |
| CHH | A | 0.17% | |
| LW | C | 0.17% | |
| LEA | F | 0.17% | |
| PAYC | B | 0.17% | |
| CCK | D | 0.17% | |
| OSK | C | 0.17% | |
| BYD | B | 0.17% | |
| AMH | C | 0.17% | |
| EXP | B | 0.16% | |
| TTEK | F | 0.16% | |
| RHP | B | 0.16% | |
| BWA | D | 0.16% | |
| WMS | F | 0.16% | |
| IPAR | C | 0.16% | |
| CHX | C | 0.16% | |
| THO | C | 0.16% | |
| SIGI | B | 0.16% | |
| FG | B | 0.16% | |
| PNFP | B | 0.16% | |
| NWSA | B | 0.16% | |
| BC | D | 0.16% | |
| GATX | B | 0.16% | |
| AL | B | 0.16% | |
| TPX | B | 0.15% | |
| DNB | B | 0.15% | |
| HOG | F | 0.15% | |
| AGCO | F | 0.15% | |
| GOLF | B | 0.15% | |
| WWD | B | 0.15% | |
| KBR | F | 0.15% | |
| WCC | B | 0.15% | |
| TECH | F | 0.15% | |
| CMC | B | 0.15% | |
| GL | C | 0.15% | |
| SLGN | A | 0.15% | |
| LAD | B | 0.14% | |
| EDR | A | 0.14% | |
| KNSL | B | 0.14% | |
| MKSI | C | 0.14% | |
| MUSA | B | 0.14% | |
| MTDR | C | 0.14% | |
| CC | D | 0.14% | |
| CHDN | C | 0.14% | |
| NSP | F | 0.13% | |
| PBF | D | 0.13% | |
| AYI | B | 0.13% | |
| VMI | B | 0.13% | |
| IBP | F | 0.13% | |
| DLB | F | 0.13% | |
| SM | C | 0.13% | |
| OLN | F | 0.13% | |
| TKO | A | 0.13% | |
| DLN | A | 0.13% | |
| AAON | B | 0.13% | |
| MDU | D | 0.13% | |
| SSD | D | 0.12% | |
| TFX | F | 0.12% | |
| AMKR | F | 0.12% | |
| ASH | F | 0.12% | |
| X | C | 0.12% | |
| MMS | D | 0.12% | |
| FELE | B | 0.12% | |
| RRC | B | 0.12% | |
| CR | A | 0.12% | |
| ZWS | B | 0.12% | |
| PTEN | C | 0.12% | |
| COKE | C | 0.12% | |
| BMI | C | 0.12% | |
| WING | D | 0.12% | |
| WTS | B | 0.11% | |
| NOV | D | 0.11% | |
| CHE | F | 0.11% | |
| EGP | D | 0.11% | |
| REXR | F | 0.11% | |
| LFUS | D | 0.11% | |
| MSA | D | 0.11% | |
| OLED | F | 0.11% | |
| EXPO | D | 0.11% | |
| BRKR | F | 0.11% | |
| NWS | A | 0.1% | |
| PFSI | C | 0.1% | |
| MOG.A | B | 0.1% | |
| ESAB | C | 0.1% | |
| ENSG | D | 0.1% | |
| BCC | C | 0.1% | |
| FR | C | 0.09% | |
| SNDR | B | 0.09% | |
| XRAY | D | 0.09% | |
| FSS | B | 0.09% | |
| HXL | F | 0.09% | |
| ADC | A | 0.09% | |
| H | B | 0.09% | |
| LEVI | F | 0.09% | |
| PEGA | B | 0.09% | |
| MTH | D | 0.09% | |
| CWEN | C | 0.08% | |
| BCPC | B | 0.08% | |
| VNT | C | 0.08% | |
| GPI | B | 0.08% | |
| COLD | F | 0.08% | |
| FUL | F | 0.08% | |
| AMG | C | 0.08% | |
| POWI | D | 0.07% | |
| ORA | B | 0.07% | |
| IRDM | F | 0.07% | |
| PVH | C | 0.07% | |
| KRC | C | 0.06% | |
| ASO | F | 0.06% | |
| PECO | A | 0.06% | |
| DDS | B | 0.06% | |
| RYN | D | 0.06% | |
| TRNO | D | 0.06% | |
| CNXC | F | 0.04% | |
| SEB | F | 0.04% | |
| NFE | F | 0.02% |
DON Underweight 162 Positions Relative to USMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | B | -1.92% | |
| MSI | B | -1.83% | |
| WMT | A | -1.7% | |
| PGR | B | -1.68% | |
| IBM | C | -1.65% | |
| RSG | A | -1.52% | |
| WCN | A | -1.5% | |
| BRK.A | B | -1.5% | |
| NOC | D | -1.5% | |
| TXN | C | -1.49% | |
| DUK | C | -1.46% | |
| CSCO | B | -1.46% | |
| APH | B | -1.46% | |
| WM | B | -1.44% | |
| CB | C | -1.42% | |
| UNH | C | -1.4% | |
| LLY | F | -1.39% | |
| SO | C | -1.33% | |
| MCK | A | -1.32% | |
| MSFT | D | -1.32% | |
| ROP | C | -1.31% | |
| AVGO | C | -1.29% | |
| ORCL | A | -1.28% | |
| VZ | C | -1.27% | |
| ACN | C | -1.26% | |
| AJG | B | -1.25% | |
| MCD | D | -1.25% | |
| ABBV | F | -1.22% | |
| PG | C | -1.18% | |
| JNJ | D | -1.17% | |
| ED | C | -1.12% | |
| MMC | D | -1.11% | |
| TRV | A | -1.11% | |
| MRK | F | -1.06% | |
| PEP | F | -1.05% | |
| GILD | C | -1.01% | |
| AZO | C | -0.96% | |
| AAPL | C | -0.96% | |
| GDDY | A | -0.92% | |
| V | A | -0.86% | |
| LMT | D | -0.85% | |
| FCNCA | A | -0.84% | |
| EA | A | -0.83% | |
| CBOE | C | -0.8% | |
| K | B | -0.79% | |
| VRTX | D | -0.78% | |
| CTSH | C | -0.78% | |
| WEC | A | -0.75% | |
| T | A | -0.72% | |
| NOW | B | -0.72% | |
| ACGL | D | -0.71% | |
| MA | B | -0.69% | |
| ORLY | B | -0.67% | |
| AMGN | D | -0.67% | |
| GIS | F | -0.67% | |
| COR | B | -0.67% | |
| TSN | B | -0.66% | |
| NVDA | A | -0.66% | |
| FI | A | -0.66% | |
| VRSN | F | -0.64% | |
| REGN | F | -0.64% | |
| KDP | D | -0.61% | |
| INCY | C | -0.61% | |
| KR | B | -0.61% | |
| FICO | B | -0.59% | |
| TDY | B | -0.58% | |
| KEYS | C | -0.58% | |
| BDX | F | -0.57% | |
| FFIV | B | -0.55% | |
| ELV | F | -0.54% | |
| FANG | D | -0.54% | |
| AON | B | -0.53% | |
| MPC | D | -0.52% | |
| YUM | D | -0.51% | |
| PTC | B | -0.51% | |
| CME | A | -0.51% | |
| BAH | D | -0.5% | |
| NEM | D | -0.47% | |
| MDLZ | F | -0.45% | |
| UBER | F | -0.45% | |
| XOM | B | -0.45% | |
| XEL | A | -0.44% | |
| BMY | A | -0.44% | |
| TJX | A | -0.43% | |
| VRSK | B | -0.42% | |
| WDAY | C | -0.42% | |
| ERIE | F | -0.42% | |
| EG | D | -0.42% | |
| HUM | D | -0.41% | |
| KHC | F | -0.4% | |
| CDW | F | -0.4% | |
| CL | D | -0.4% | |
| CMCSA | B | -0.39% | |
| AKAM | F | -0.39% | |
| WTW | B | -0.38% | |
| AEP | C | -0.38% | |
| CTVA | C | -0.37% | |
| CHD | A | -0.37% | |
| IT | C | -0.36% | |
| ROL | B | -0.36% | |
| CVX | A | -0.33% | |
| GRMN | B | -0.33% | |
| MKL | A | -0.33% | |
| NBIX | C | -0.33% | |
| FWONK | B | -0.31% | |
| GLW | B | -0.31% | |
| ANET | C | -0.3% | |
| HSY | F | -0.3% | |
| WRB | B | -0.3% | |
| WMB | A | -0.29% | |
| HD | A | -0.29% | |
| ICE | C | -0.27% | |
| L | A | -0.27% | |
| ALNY | D | -0.25% | |
| ADI | D | -0.24% | |
| AZPN | A | -0.23% | |
| HUBS | B | -0.23% | |
| HON | B | -0.23% | |
| AEE | A | -0.23% | |
| BMRN | F | -0.23% | |
| NTAP | C | -0.22% | |
| D | C | -0.22% | |
| MOH | F | -0.21% | |
| PFE | F | -0.21% | |
| CI | D | -0.2% | |
| KMB | C | -0.2% | |
| HRL | D | -0.2% | |
| CMS | C | -0.19% | |
| DTE | C | -0.19% | |
| SNPS | C | -0.19% | |
| TW | A | -0.19% | |
| EOG | A | -0.17% | |
| STX | D | -0.17% | |
| MELI | D | -0.17% | |
| CDNS | B | -0.17% | |
| CRWD | B | -0.17% | |
| HOLX | D | -0.16% | |
| GOOG | B | -0.16% | |
| LIN | D | -0.16% | |
| UTHR | C | -0.15% | |
| AMZN | B | -0.14% | |
| MDT | D | -0.13% | |
| HIG | B | -0.12% | |
| OXY | F | -0.12% | |
| DELL | B | -0.11% | |
| KO | D | -0.1% | |
| DGX | A | -0.1% | |
| RTX | D | -0.09% | |
| ABT | A | -0.09% | |
| ADP | B | -0.09% | |
| KNX | B | -0.07% | |
| TEL | C | -0.07% | |
| GD | D | -0.06% | |
| FSLR | F | -0.06% | |
| OTIS | C | -0.06% | |
| ULTA | F | -0.05% | |
| VLO | C | -0.05% | |
| BR | B | -0.05% | |
| CRM | B | -0.05% | |
| PSX | C | -0.05% | |
| ATO | A | -0.05% | |
| CVS | F | -0.04% |
DON: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Oil & Gas E&P
Packaging & Containers
Asset Management
Specialty Chemicals
Building Materials
Packaged Foods
REIT - Industrial
REIT - Retail
Utilities - Regulated Electric
Insurance - Property & Casualty
REIT - Residential
Tools & Accessories
Aerospace & Defense
Auto Parts
Broadcasting - TV
Business Services
Capital Markets
Engineering & Construction
USMV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Biotechnology
Insurance - Property & Casualty
Business Services
Health Care Plans
Information Technology Services
Insurance Brokers
Packaged Foods
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Household & Personal Products
Insurance - Diversified
Semiconductors
Beverages - Soft Drinks
Communication Equipment
Electronic Components
Financial Data & Stock Exchanges
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