GTR vs MVPA
Comparison between WISDOMTREE TARGET RANGE FUND (GTR, ETF) and MILLER VALUE PARTNERS APPRECIATION ETF (MVPA, ETF).
GTR vs MVPA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
GTR
$68M
MVPA
$68M
Expense Ratio
GTR
0.70%
Winner
MVPA
0.60%
Max Drawdown
Winner
GTR
22.66%
MVPA
26.48%
Sharpe Ratio
Winner
GTR
1.36
MVPA
-0.24
5Y Beta
Winner
GTR
0.61
MVPA
1.08
P/E Ratio
GTR
N/A
MVPA
-550.88
Forward P/E
GTR
N/A
MVPA
6.54
P/S Ratio
GTR
N/A
MVPA
0.71
P/B Ratio
GTR
N/A
MVPA
1.60
GTR vs MVPA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GTR
+0.52%
MVPA
-6.11%
3M
Winner
GTR
+4.91%
MVPA
+0.01%
6M
Winner
GTR
+6.59%
MVPA
-4.62%
1Y
Winner
GTR
+18.02%
MVPA
-2.56%
5Y(CAGR)
GTR
+4.59%
MVPA
N/A
Max(CAGR)
GTR
+4.59%
Winner
MVPA
+12.54%
GTR vs MVPA - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | GTR | MVPA |
|---|---|---|
| 2026 | +5.91% | -4.09% |
| 2025 | +13.28% | -3.31% |
| 2024 | +8.92% | +40.72% |
| 2023 | +12.31% | N/A |
| 2022 | -19.56% | N/A |
| 2021 | +3.77% | N/A |
GTR vs MVPA Drawdown Comparison
The maximum drawdown for GTR was -21.44%, occurring on Mar 15, 2023. Recovery took 753 trading sessions.
The maximum drawdown for MVPA was -25.91%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current GTR drawdown is -1.76%. The current MVPA drawdown is -13.11%.
| Rank | GTR | MVPA |
|---|---|---|
| #1 | -21.44% Nov 8, 2021 - Nov 6, 2024 | -25.91% Feb 14, 2025 - Apr 8, 2025 |
| #2 | -12.88% Dec 6, 2024 - Jul 3, 2025 | -9.67% Jul 31, 2024 - Oct 7, 2024 |
| #3 | -5.97% Feb 25, 2026 - Apr 14, 2026 | -8.22% Mar 27, 2024 - Jul 31, 2024 |
| #4 | -5.12% Oct 27, 2025 - Dec 10, 2025 | -7.93% Dec 4, 2024 - Feb 14, 2025 |
| #5 | -2.91% Nov 11, 2024 - Nov 29, 2024 | -4.72% Mar 4, 2024 - Mar 8, 2024 |
| #6 | -2.60% Dec 11, 2025 - Dec 24, 2025 | -4.44% Nov 11, 2024 - Nov 22, 2024 |
| #7 | -2.48% Jul 23, 2025 - Aug 12, 2025 | -4.21% Mar 13, 2024 - Mar 21, 2024 |
| #8 | -2.44% Oct 6, 2025 - Oct 20, 2025 | -2.88% Feb 12, 2024 - Feb 15, 2024 |
| #9 | -1.76% Jun 2, 2026 - Jun 5, 2026 | -2.57% Feb 15, 2024 - Feb 26, 2024 |
| #10 | -1.67% Jan 12, 2026 - Jan 27, 2026 | -2.39% Oct 11, 2024 - Nov 5, 2024 |
| #11 | -1.65% Jan 27, 2026 - Feb 9, 2026 | -2.27% Nov 25, 2024 - Dec 3, 2024 |
| #12 | -1.48% May 14, 2026 - May 26, 2026 | -2.06% Feb 1, 2024 - Feb 8, 2024 |
| #13 | -1.05% Dec 24, 2025 - Jan 5, 2026 | -1.52% Mar 21, 2024 - Mar 25, 2024 |
| #14 | -1.02% Aug 22, 2025 - Sep 5, 2025 | -0.96% Oct 9, 2024 - Oct 11, 2024 |
| #15 | -0.94% Sep 22, 2025 - Oct 1, 2025 | -0.35% Nov 6, 2024 - Nov 11, 2024 |
Correlation
Correlation between GTR and MVPA is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.49
-101
Dividend Comparison (2022 - 2026)
GTR vs MVPA dividend yield comparison.
| Year | GTR | MVPA |
|---|---|---|
| 2026 | 0.47% | 0.00% |
| 2025 | 5.74% | 0.56% |
| 2024 | 5.30% | 0.94% |
| 2023 | 2.85% | 0.00% |
| 2022 | 0.46% | 0.00% |
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