IYY vs WTV
Comparison between ISHARES DOW JONES U.S. ETF (IYY, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).
5-Year PerformanceWTV has outperformed IYY, delivering a return of +12.5% compared to +12.4%
IYY vs WTV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYY
$2.60B
WTV
$2.60B
Expense Ratio
IYY
0.20%
Winner
WTV
0.12%
Max Drawdown
IYY
56.28%
Winner
WTV
42.18%
Sharpe Ratio
Winner
IYY
2.00
WTV
1.65
5Y Beta
IYY
0.98
Winner
WTV
0.81
P/E Ratio
IYY
28.73
Winner
WTV
20.45
Forward P/E
IYY
21.31
Winner
WTV
13.69
PEG Ratio
IYY
N/A
WTV
0.39
5Y Dividends CAGR
IYY
9.44%
Winner
WTV
17.94%
5Y EPS CAGR
Winner
IYY
28.23%
WTV
16.63%
Debt to Equity
IYY
36.18%
Winner
WTV
-18.17%
P/S Ratio
IYY
3.39
Winner
WTV
1.29
P/B Ratio
IYY
5.19
Winner
WTV
2.37
IYY vs WTV - Holdings Comparison
IYY and WTV have 102 common holdings. Overlap is 12.86%
IYY's top 25 holdings weight is 46.15%. WTV's top 25 holdings weight is 37.34%.
| Rank | IYY | WTV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.95% | NVIDIA CORP (NVDA) - 3.67% |
| #2 | APPLE INC (AAPL) - 5.93% | SALESFORCE INC (CRM) - 1.95% |
| #3 | MICROSOFT CORP (MSFT) - 4.76% | ZOOM COMMUNICATIONS INC (ZM) - 1.85% |
| #4 | AMAZON.COM INC (AMZN) - 3.85% | TARGET CORP (TGT) - 1.75% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.08% | CITIGROUP INC (C) - 1.75% |
| #6 | BROADCOM INC (AVGO) - 2.99% | CISCO SYSTEMS INC (CSCO) - 1.62% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.46% | META PLATFORMS INC CLASS A (META) - 1.58% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.24% | n/a (DELL) - 1.48% |
| #9 | TESLA INC (TSLA) - 1.61% | BALL CORP (BALL) - 1.44% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% | SOUTHWEST AIRLINES CO (LUV) - 1.43% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.27% | VIATRIS INC (VTRS) - 1.37% |
| #12 | ELI LILLY AND CO (LLY) - 1.04% | VERIZON COMMUNICATIONS INC (VZ) - 1.37% |
| #13 | EXXON MOBIL CORP (XOM) - 0.94% | ALTRIA GROUP INC (MO) - 1.37% |
| #14 | MICRON TECHNOLOGY INC (MU) - 0.89% | SLB LTD (SLB) - 1.30% |
| #15 | WALMART INC (WMT) - 0.84% | THE MOSAIC CO (MOS) - 1.28% |
| #16 | ADVANCED MICRO DEVICES INC (AMD) - 0.82% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.28% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.82% | MORGAN STANLEY (MS) - 1.27% |
| #18 | VISA INC CLASS A (V) - 0.79% | ADOBE INC (ADBE) - 1.25% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.67% | MERCK & CO INC (MRK) - 1.25% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.62% | RYDER SYSTEM INC (R) - 1.22% |
| #21 | TJX COMPANIES INC (TJX) - 0.26% | THE KRAFT HEINZ CO (KHC) - 1.21% |
| #22 | SALESFORCE INC (CRM) - 0.26% | DAVITA INC (DVA) - 1.21% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.26% | EDISON INTERNATIONAL (EIX) - 1.17% |
| #24 | INTUITIVE SURGICAL INC (ISRG) - 0.25% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.14% |
| #25 | UBER TECHNOLOGIES INC (UBER) - 0.24% | REGIONS FINANCIAL CORP (RF) - 1.13% |
| Total Holdings | 919 | 118 |
IYY vs WTV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYY
+8.82%
WTV
+4.02%
3M
Winner
IYY
+6.30%
WTV
+0.45%
6M
IYY
+10.21%
Winner
WTV
+12.01%
1Y
Winner
IYY
+31.40%
WTV
+25.39%
5Y(CAGR)
IYY
+12.41%
Winner
WTV
+12.52%
10Y(CAGR)
Winner
IYY
+15.03%
WTV
+13.29%
Max(CAGR)
IYY
+8.34%
Winner
WTV
+13.29%
IYY vs WTV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYY | WTV |
|---|---|---|
| 2026 | +8.03% | +7.13% |
| 2025 | +17.42% | +14.03% |
| 2024 | +25.12% | +23.99% |
| 2023 | +27.02% | +22.85% |
| 2022 | -19.98% | -8.18% |
| 2021 | +28.14% | +31.79% |
| 2020 | +19.15% | +5.42% |
| 2019 | +30.69% | +29.11% |
| 2018 | -5.87% | -8.58% |
| 2017 | +20.44% | +1.14% |
| 2016 | +13.81% | N/A |
| 2015 | +0.62% | N/A |
| 2014 | +13.91% | N/A |
| 2013 | +29.38% | N/A |
| 2012 | +14.37% | N/A |
| 2011 | +0.06% | N/A |
| 2010 | +14.63% | N/A |
| 2009 | +25.06% | N/A |
| 2008 | -36.28% | N/A |
| 2007 | +5.85% | N/A |
| 2006 | +13.57% | N/A |
| 2005 | +7.14% | N/A |
| 2004 | +12.15% | N/A |
| 2003 | +26.50% | N/A |
| 2002 | -22.31% | N/A |
| 2001 | -8.58% | N/A |
| 2000 | -9.07% | N/A |
IYY vs WTV Drawdown Comparison
The maximum drawdown for IYY was -55.16%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
| Rank | IYY | WTV |
|---|---|---|
| #1 | -55.16% Oct 9, 2007 - Mar 13, 2012 | -42.18% Jan 16, 2020 - Nov 23, 2020 |
| #2 | -48.49% Sep 1, 2000 - Oct 12, 2006 | -20.53% Sep 21, 2018 - Apr 5, 2019 |
| #3 | -34.90% Feb 19, 2020 - Aug 12, 2020 | -19.31% Jan 4, 2022 - Feb 1, 2023 |
| #4 | -25.46% Dec 27, 2021 - Dec 14, 2023 | -18.49% Nov 29, 2024 - Jul 23, 2025 |
| #5 | -19.86% Sep 20, 2018 - Apr 12, 2019 | -13.67% Feb 2, 2023 - Jul 12, 2023 |
| #6 | -19.06% Feb 19, 2025 - Jun 26, 2025 | -10.43% Aug 1, 2023 - Dec 1, 2023 |
| #7 | -14.48% Jun 23, 2015 - Jun 7, 2016 | -9.69% Jan 26, 2018 - Aug 27, 2018 |
| #8 | -10.01% Apr 2, 2012 - Aug 17, 2012 | -9.24% May 3, 2019 - Jul 24, 2019 |
| #9 | -9.56% Jan 26, 2018 - Jul 25, 2018 | -7.88% Jul 26, 2019 - Oct 24, 2019 |
| #10 | -9.39% Sep 2, 2020 - Nov 11, 2020 | -7.15% Feb 10, 2026 - May 8, 2026 |
| #11 | -9.34% Jul 19, 2007 - Oct 5, 2007 | -6.91% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -8.94% Jan 27, 2026 - Apr 14, 2026 | -6.24% Mar 28, 2024 - Jul 16, 2024 |
| #13 | -8.53% Jul 16, 2024 - Sep 19, 2024 | -6.10% Nov 16, 2021 - Dec 29, 2021 |
| #14 | -7.49% Sep 18, 2014 - Oct 31, 2014 | -4.91% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -7.44% Sep 14, 2012 - Jan 2, 2013 | -4.66% May 10, 2021 - Aug 3, 2021 |
Correlation
Correlation between IYY and WTV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IYY vs WTV dividend yield comparison.
| Year | IYY | WTV |
|---|---|---|
| 2026 | 0.20% | 0.52% |
| 2025 | 0.95% | 1.59% |
| 2024 | 1.05% | 1.54% |
| 2023 | 1.29% | 1.62% |
| 2022 | 1.48% | 2.08% |
| 2021 | 1.04% | 1.55% |
| 2020 | 1.31% | 1.63% |
| 2019 | 1.80% | 1.44% |
| 2018 | 1.97% | 1.94% |
| 2017 | 1.62% | 0.41% |
| 2016 | 1.81% | 0.00% |
| 2015 | 1.97% | 0.00% |
| 2014 | 1.66% | 0.00% |
| 2013 | 1.62% | 0.00% |
| 2012 | 1.99% | 0.00% |
| 2011 | 1.84% | 0.00% |
| 2010 | 1.62% | 0.00% |
| 2009 | 1.77% | 0.00% |
| 2008 | 2.63% | 0.00% |
| 2007 | 1.57% | 0.00% |
| 2006 | 1.47% | 0.00% |
| 2005 | 1.55% | 0.00% |
| 2004 | 1.59% | 0.00% |
| 2003 | 1.27% | 0.00% |
| 2002 | 1.46% | 0.00% |
| 2001 | 1.07% | 0.00% |
| 2000 | 0.41% | 0.00% |
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