PRFZ vs WTV
Comparison between INVESCO RAFI US 1500 SMALL-MID ETF (PRFZ, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).
5-Year PerformanceWTV has outperformed PRFZ, delivering a return of +12.5% compared to +8.2%
PRFZ vs WTV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PRFZ
$2.60B
WTV
$2.60B
Expense Ratio
PRFZ
0.34%
Winner
WTV
0.12%
Max Drawdown
PRFZ
63.04%
Winner
WTV
42.18%
Sharpe Ratio
Winner
PRFZ
1.66
WTV
1.65
5Y Beta
PRFZ
1.04
Winner
WTV
0.81
P/E Ratio
Winner
PRFZ
-29.44
WTV
20.45
Forward P/E
PRFZ
14.56
Winner
WTV
13.69
PEG Ratio
PRFZ
N/A
WTV
0.39
5Y Dividends CAGR
PRFZ
6.33%
Winner
WTV
17.94%
5Y EPS CAGR
PRFZ
11.22%
Winner
WTV
16.63%
Debt to Equity
PRFZ
N/A
WTV
-18.17%
P/S Ratio
Winner
PRFZ
1.12
WTV
1.29
P/B Ratio
Winner
PRFZ
2.05
WTV
2.37
PRFZ vs WTV - Holdings Comparison
PRFZ and WTV have 4 common holdings. Overlap is 0.34%
PRFZ's top 25 holdings weight is 8.24%. WTV's top 25 holdings weight is 37.34%.
| Rank | PRFZ | WTV |
|---|---|---|
| #1 | n/a (OPEN) - 1.08% | NVIDIA CORP (NVDA) - 3.67% |
| #2 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.60% | SALESFORCE INC (CRM) - 1.95% |
| #3 | PRIMORIS SERVICES CORP (PRIM) - 0.42% | ZOOM COMMUNICATIONS INC (ZM) - 1.85% |
| #4 | IONIS PHARMACEUTICALS INC (IONS) - 0.37% | TARGET CORP (TGT) - 1.75% |
| #5 | PITNEY BOWES INC (PBI) - 0.34% | CITIGROUP INC (C) - 1.75% |
| #6 | ADTALEM GLOBAL EDUCATION INC (ATGE) - 0.34% | CISCO SYSTEMS INC (CSCO) - 1.62% |
| #7 | MANHATTAN ASSOCIATES INC (MANH) - 0.34% | META PLATFORMS INC CLASS A (META) - 1.58% |
| #8 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.31% | n/a (DELL) - 1.48% |
| #9 | HECLA MINING CO (HL) - 0.30% | BALL CORP (BALL) - 1.44% |
| #10 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.30% | SOUTHWEST AIRLINES CO (LUV) - 1.43% |
| #11 | CARPENTER TECHNOLOGY CORP (CRS) - 0.30% | VIATRIS INC (VTRS) - 1.37% |
| #12 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.29% | VERIZON COMMUNICATIONS INC (VZ) - 1.37% |
| #13 | GRANITE CONSTRUCTION INC (GVA) - 0.29% | ALTRIA GROUP INC (MO) - 1.37% |
| #14 | FTAI AVIATION LTD (FTAI) - 0.28% | SLB LTD (SLB) - 1.30% |
| #15 | INTERDIGITAL INC (IDCC) - 0.28% | THE MOSAIC CO (MOS) - 1.28% |
| #16 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.27% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.28% |
| #17 | COEUR MINING INC (CDE) - 0.26% | MORGAN STANLEY (MS) - 1.27% |
| #18 | COMMSCOPE HOLDING CO INC (COMM) - 0.26% | ADOBE INC (ADBE) - 1.25% |
| #19 | ITRON INC (ITRI) - 0.26% | MERCK & CO INC (MRK) - 1.25% |
| #20 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.26% | RYDER SYSTEM INC (R) - 1.22% |
| #21 | PLUG POWER INC (PLUG) - 0.26% | THE KRAFT HEINZ CO (KHC) - 1.21% |
| #22 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.25% | DAVITA INC (DVA) - 1.21% |
| #23 | UMB FINANCIAL CORP (UMBF) - 0.20% | EDISON INTERNATIONAL (EIX) - 1.17% |
| #24 | ONTO INNOVATION INC (ONTO) - 0.19% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.14% |
| #25 | TTM TECHNOLOGIES INC (TTMI) - 0.19% | REGIONS FINANCIAL CORP (RF) - 1.13% |
| Total Holdings | 1580 | 118 |
PRFZ vs WTV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PRFZ
+7.14%
WTV
+4.02%
3M
Winner
PRFZ
+4.80%
WTV
+0.45%
6M
Winner
PRFZ
+15.32%
WTV
+12.01%
1Y
Winner
PRFZ
+35.24%
WTV
+25.39%
5Y(CAGR)
PRFZ
+8.16%
Winner
WTV
+12.52%
10Y(CAGR)
PRFZ
+11.82%
Winner
WTV
+13.29%
Max(CAGR)
PRFZ
+9.90%
Winner
WTV
+13.29%
PRFZ vs WTV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PRFZ | WTV |
|---|---|---|
| 2026 | +11.43% | +7.13% |
| 2025 | +11.06% | +14.03% |
| 2024 | +13.71% | +23.99% |
| 2023 | +20.63% | +22.85% |
| 2022 | -16.92% | -8.18% |
| 2021 | +29.77% | +31.79% |
| 2020 | +11.69% | +5.42% |
| 2019 | +21.04% | +29.11% |
| 2018 | -12.17% | -8.58% |
| 2017 | +12.95% | +1.14% |
| 2016 | +27.40% | N/A |
| 2015 | -5.03% | N/A |
| 2014 | +5.29% | N/A |
| 2013 | +37.93% | N/A |
| 2012 | +16.23% | N/A |
| 2011 | -7.67% | N/A |
| 2010 | +26.22% | N/A |
| 2009 | +55.38% | N/A |
| 2008 | -38.15% | N/A |
| 2007 | -0.59% | N/A |
| 2006 | +8.00% | N/A |
PRFZ vs WTV Drawdown Comparison
The maximum drawdown for PRFZ was -62.42%, occurring on Mar 9, 2009. Recovery took 693 trading sessions.
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The current PRFZ drawdown is -0.56%.
| Rank | PRFZ | WTV |
|---|---|---|
| #1 | -62.42% Jul 13, 2007 - Apr 14, 2010 | -42.18% Jan 16, 2020 - Nov 23, 2020 |
| #2 | -44.27% Aug 31, 2018 - Nov 24, 2020 | -20.53% Sep 21, 2018 - Apr 5, 2019 |
| #3 | -29.36% Apr 29, 2011 - Sep 14, 2012 | -19.31% Jan 4, 2022 - Feb 1, 2023 |
| #4 | -26.58% Nov 8, 2021 - Mar 27, 2024 | -18.49% Nov 29, 2024 - Jul 23, 2025 |
| #5 | -26.54% Nov 25, 2024 - Sep 5, 2025 | -13.67% Feb 2, 2023 - Jul 12, 2023 |
| #6 | -24.05% Jun 23, 2015 - Sep 2, 2016 | -10.43% Aug 1, 2023 - Dec 1, 2023 |
| #7 | -22.45% Apr 23, 2010 - Dec 3, 2010 | -9.69% Jan 26, 2018 - Aug 27, 2018 |
| #8 | -12.72% Jul 3, 2014 - Dec 29, 2014 | -9.24% May 3, 2019 - Jul 24, 2019 |
| #9 | -10.39% Jan 22, 2026 - Apr 17, 2026 | -7.88% Jul 26, 2019 - Oct 24, 2019 |
| #10 | -9.52% Sep 14, 2012 - Dec 20, 2012 | -7.15% Feb 10, 2026 - May 8, 2026 |
| #11 | -9.44% Jun 8, 2021 - Oct 22, 2021 | -6.91% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -9.42% Jul 31, 2024 - Sep 19, 2024 | -6.24% Mar 28, 2024 - Jul 16, 2024 |
| #13 | -9.27% Jan 23, 2018 - May 17, 2018 | -6.10% Nov 16, 2021 - Dec 29, 2021 |
| #14 | -8.51% Mar 15, 2021 - May 27, 2021 | -4.91% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -8.15% Oct 27, 2025 - Dec 4, 2025 | -4.66% May 10, 2021 - Aug 3, 2021 |
Correlation
Correlation between PRFZ and WTV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2006 - 2026)
PRFZ vs WTV dividend yield comparison.
| Year | PRFZ | WTV |
|---|---|---|
| 2026 | 0.20% | 0.52% |
| 2025 | 0.82% | 1.59% |
| 2024 | 1.45% | 1.54% |
| 2023 | 1.42% | 1.62% |
| 2022 | 1.33% | 2.08% |
| 2021 | 0.93% | 1.55% |
| 2020 | 0.91% | 1.63% |
| 2019 | 1.29% | 1.44% |
| 2018 | 1.37% | 1.94% |
| 2017 | 0.97% | 0.41% |
| 2016 | 1.31% | 0.00% |
| 2015 | 1.39% | 0.00% |
| 2014 | 1.14% | 0.00% |
| 2013 | 0.93% | 0.00% |
| 2012 | 1.73% | 0.00% |
| 2011 | 0.98% | 0.00% |
| 2010 | 0.70% | 0.00% |
| 2009 | 0.71% | 0.00% |
| 2008 | 1.51% | 0.00% |
| 2007 | 0.77% | 0.00% |
| 2006 | 0.26% | 0.00% |
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