VOE - DON: A Mid-Cap Dividend Fund That's Hard To Refuse
2024-06-11 10:17:11 ET
Summary
- Dividend-focused investing is expected to make a comeback, with mid-caps and small-caps outperforming large-caps.
- WisdomTree U.S. MidCap Dividend Fund ETF is a suitable option for exposure to US midcap dividend-paying companies, with a low expense ratio of 0.38%.
- The DON ETF has a diverse mix of holdings, with less than 10% of the portfolio in the top 10, reducing risk. Financials and Industrials are the largest sectors in the fund.
I continue to believe that dividend-focused investing will make a big comeback relative to growth/capital appreciation, and that mid-caps as well as small-caps will outperform large in the next cycle (which for all we know may be underway now). Let’s focus on the mid-cap side of this with the WisdomTree U.S. MidCap Dividend Fund ETF ( DON ) and see if it’s a good vehicle to play the idea. This is an exchange-traded fund that seeks to provide investors with exposure to US midcap dividend-paying companies. All with an expense ratio of just 0.38%....
DON: A Mid-Cap Dividend Fund That's Hard To Refuse