# WisdomTree U.S. MidCap Dividend Fund (DON) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

WisdomTree U.S. MidCap Dividend Fund (DON) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: DON +41.86%, SPY +84.07%. Regime DON BEAR · SPY BULL. As of Oct 14, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/DON/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=DON%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| DON | +41.86% | -21.68% | +6.86% |
| SPY | +84.07% | -24.49% | +13.53% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| DON | +8.46% | +10.41% | +42.41% | +41.86% |
| SPY | +17.47% | +34.75% | +83.03% | +84.07% |

## Annual

| Year | DON | SPY |
|---|---:|---:|
| YTD | +6.86% | +13.53% |
| 2025 | +4.02% | +18.01% |
| 2024 | +13.71% | +25.59% |
| 2023 | +14.34% | +26.73% |
| 2022 | -5.07% | -18.64% |
| 2021 | +3.12% | +6.59% |

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Research context only. Not personalized investment advice.