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 +13.6% compared to +12.3%
IYY vs WTV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYY
$3B
WTV
$3B
Expense Ratio
IYY
0.20%
Winner
WTV
0.12%
Max Drawdown
IYY
56.28%
Winner
WTV
42.18%
Sharpe Ratio
IYY
1.50
Winner
WTV
1.52
5Y Beta
IYY
0.98
Winner
WTV
0.79
P/E Ratio
IYY
27.57
Winner
WTV
21.72
Forward P/E
IYY
20.32
Winner
WTV
13.76
PEG Ratio
IYY
N/A
WTV
0.36
5Y Dividends CAGR
IYY
5.54%
Winner
WTV
17.94%
5Y EPS CAGR
Winner
IYY
27.30%
WTV
16.16%
Debt to Equity
IYY
43.41%
Winner
WTV
-60.84%
P/S Ratio
IYY
3.24
Winner
WTV
1.25
P/B Ratio
IYY
4.95
Winner
WTV
2.47
IYY vs WTV - Holdings Comparison
IYY and WTV have 106 common holdings. Overlap is 13.31%
IYY's top 25 holdings weight is 45.79%. WTV's top 25 holdings weight is 38.36%.
| Rank | IYY | WTV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.26% | NVIDIA CORP (NVDA) - 3.33% |
| #2 | APPLE INC (AAPL) - 6.33% | n/a (DELL) - 2.57% |
| #3 | MICROSOFT CORP (MSFT) - 4.21% | CISCO SYSTEMS INC (CSCO) - 2.14% |
| #4 | AMAZON.COM INC (AMZN) - 3.46% | ZOOM COMMUNICATIONS INC (ZM) - 1.85% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.15% | SALESFORCE INC (CRM) - 1.78% |
| #6 | BROADCOM INC (AVGO) - 2.57% | CITIGROUP INC (C) - 1.76% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.53% | TARGET CORP (TGT) - 1.70% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.89% | DAVITA INC (DVA) - 1.54% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.65% | SOUTHWEST AIRLINES CO (LUV) - 1.50% |
| #10 | TESLA INC (TSLA) - 1.64% | ALTRIA GROUP INC (MO) - 1.43% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% | VIATRIS INC (VTRS) - 1.41% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.29% | MORGAN STANLEY (MS) - 1.33% |
| #13 | ELI LILLY AND CO (LLY) - 1.28% | VERIZON COMMUNICATIONS INC (VZ) - 1.31% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.19% | MERCK & CO INC (MRK) - 1.30% |
| #15 | EXXON MOBIL CORP (XOM) - 0.85% | META PLATFORMS INC CLASS A (META) - 1.30% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.82% | RYDER SYSTEM INC (R) - 1.29% |
| #17 | VISA INC CLASS A (V) - 0.81% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.26% |
| #18 | INTEL CORP (INTC) - 0.79% | SLB LTD (SLB) - 1.25% |
| #19 | WALMART INC (WMT) - 0.76% | THE KRAFT HEINZ CO (KHC) - 1.25% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.68% | BALL CORP (BALL) - 1.24% |
| #21 | TJX COMPANIES INC (TJX) - 0.27% | QUALCOMM INC (QCOM) - 1.21% |
| #22 | AMGEN INC (AMGN) - 0.27% | EDISON INTERNATIONAL (EIX) - 1.19% |
| #23 | THE WALT DISNEY CO (DIS) - 0.26% | ADOBE INC (ADBE) - 1.16% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.26% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.13% |
| #25 | BOEING CO (BA) - 0.26% | HEALTHPEAK PROPERTIES INC (DOC) - 1.13% |
| Total Holdings | 919 | 118 |
IYY vs WTV - Historical Returns
Returns include dividend reinvestment.
1M
IYY
-1.02%
Winner
WTV
+0.27%
3M
Winner
IYY
+12.30%
WTV
+8.70%
6M
IYY
+7.27%
Winner
WTV
+9.42%
1Y
Winner
IYY
+23.30%
WTV
+22.35%
5Y(CAGR)
IYY
+12.25%
Winner
WTV
+13.60%
10Y(CAGR)
Winner
IYY
+15.56%
WTV
+14.14%
Max(CAGR)
IYY
+9.74%
Winner
WTV
+14.14%
IYY vs WTV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYY | WTV |
|---|---|---|
| 2026 | +8.05% | +9.16% |
| 2025 | +17.42% | +14.03% |
| 2024 | +25.12% | +23.99% |
| 2023 | +27.02% | +22.85% |
| 2022 | -19.98% | -8.18% |
| 2021 | +28.14% | +32.31% |
| 2020 | +20.64% | +7.50% |
| 2019 | +33.23% | +31.11% |
| 2018 | -4.13% | -6.92% |
| 2017 | +22.53% | +1.55% |
| 2016 | +15.98% | N/A |
| 2015 | +2.59% | N/A |
| 2014 | +15.87% | N/A |
| 2013 | +31.70% | N/A |
| 2012 | +16.67% | N/A |
| 2011 | +1.92% | N/A |
| 2010 | +16.66% | N/A |
| 2009 | +27.65% | N/A |
| 2008 | -34.94% | N/A |
| 2007 | +7.50% | N/A |
| 2006 | +15.35% | N/A |
| 2005 | +8.85% | N/A |
| 2004 | +14.04% | N/A |
| 2003 | +28.33% | N/A |
| 2002 | -21.27% | N/A |
| 2001 | -7.59% | N/A |
| 2000 | -8.70% | N/A |
IYY vs WTV Drawdown Comparison
The maximum drawdown for IYY was -54.03%, occurring on Mar 9, 2009. Recovery took 843 trading sessions.
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current IYY drawdown is -3.04%. The current WTV drawdown is -1.54%.
| Rank | IYY | WTV |
|---|---|---|
| #1 | -54.03% Oct 9, 2007 - Feb 14, 2011 | -42.18% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -47.31% Sep 1, 2000 - Jan 4, 2006 | -19.61% Sep 21, 2018 - Apr 3, 2019 |
| #3 | -34.90% Feb 19, 2020 - Aug 6, 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 | -19.37% Jul 7, 2011 - Feb 3, 2012 | -13.67% Feb 2, 2023 - Jul 12, 2023 |
| #6 | -19.15% Oct 1, 2018 - Apr 3, 2019 | -10.43% Aug 1, 2023 - Dec 1, 2023 |
| #7 | -19.06% Feb 19, 2025 - Jun 26, 2025 | -9.45% Jan 26, 2018 - Aug 22, 2018 |
| #8 | -13.48% Jul 20, 2015 - Apr 18, 2016 | -9.24% May 3, 2019 - Jul 24, 2019 |
| #9 | -10.01% Apr 2, 2012 - Aug 16, 2012 | -7.88% Jul 26, 2019 - Oct 22, 2019 |
| #10 | -9.56% Jan 26, 2018 - Jul 18, 2018 | -7.15% Feb 10, 2026 - May 8, 2026 |
| #11 | -9.34% Jul 19, 2007 - Oct 1, 2007 | -6.91% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -9.01% Sep 2, 2020 - Nov 9, 2020 | -6.24% Mar 28, 2024 - Jul 16, 2024 |
| #13 | -8.94% Jan 27, 2026 - Apr 14, 2026 | -6.10% Nov 16, 2021 - Dec 29, 2021 |
| #14 | -8.53% Jul 16, 2024 - Sep 19, 2024 | -4.91% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -8.19% May 5, 2006 - Sep 20, 2006 | -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 | 0.40% | 0.51% |
| 2025 | 0.95% | 1.59% |
| 2024 | 1.05% | 1.54% |
| 2023 | 1.29% | 1.62% |
| 2022 | 1.48% | 2.08% |
| 2021 | 1.04% | 1.90% |
| 2020 | 2.26% | 3.25% |
| 2019 | 3.59% | 2.88% |
| 2018 | 3.95% | 3.89% |
| 2017 | 3.23% | 0.83% |
| 2016 | 3.63% | 0.00% |
| 2015 | 3.93% | 0.00% |
| 2014 | 3.32% | 0.00% |
| 2013 | 3.25% | 0.00% |
| 2012 | 3.98% | 0.00% |
| 2011 | 3.67% | 0.00% |
| 2010 | 3.23% | 0.00% |
| 2009 | 3.54% | 0.00% |
| 2008 | 5.27% | 0.00% |
| 2007 | 3.14% | 0.00% |
| 2006 | 2.93% | 0.00% |
| 2005 | 3.10% | 0.00% |
| 2004 | 3.19% | 0.00% |
| 2003 | 2.53% | 0.00% |
| 2002 | 2.93% | 0.00% |
| 2001 | 2.14% | 0.00% |
| 2000 | 0.82% | 0.00% |
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