USCL vs WTV
Comparison between ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).
USCL vs WTV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USCL
$3B
WTV
$3B
Expense Ratio
Winner
USCL
0.08%
WTV
0.12%
Max Drawdown
Winner
USCL
19.23%
WTV
42.18%
Sharpe Ratio
USCL
0.99
Winner
WTV
1.62
5Y Beta
USCL
0.96
Winner
WTV
0.80
P/E Ratio
USCL
29.55
Winner
WTV
21.87
Forward P/E
USCL
23.46
Winner
WTV
13.94
PEG Ratio
USCL
N/A
WTV
0.35
5Y Dividends CAGR
USCL
N/A
WTV
17.94%
5Y EPS CAGR
Winner
USCL
30.32%
WTV
16.92%
Debt to Equity
USCL
41.10%
Winner
WTV
-67.58%
P/S Ratio
USCL
4.58
Winner
WTV
1.30
P/B Ratio
USCL
6.90
Winner
WTV
2.50
USCL vs WTV - Holdings Comparison
USCL and WTV have 52 common holdings. Overlap is 9.85%
USCL's top 25 holdings weight is 56.92%. WTV's top 25 holdings weight is 39.63%.
| Rank | USCL | WTV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.66% | NVIDIA CORP (NVDA) - 3.63% |
| #2 | APPLE INC (AAPL) - 8.39% | n/a (DELL) - 2.97% |
| #3 | MICROSOFT CORP (MSFT) - 6.06% | CISCO SYSTEMS INC (CSCO) - 2.26% |
| #4 | AMAZON.COM INC (AMZN) - 4.72% | ZOOM COMMUNICATIONS INC (ZM) - 2.16% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.09% | SALESFORCE INC (CRM) - 2.05% |
| #6 | BROADCOM INC (AVGO) - 3.86% | CITIGROUP INC (C) - 1.69% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.21% | TARGET CORP (TGT) - 1.61% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.46% | SOUTHWEST AIRLINES CO (LUV) - 1.51% |
| #9 | TESLA INC (TSLA) - 2.18% | QUALCOMM INC (QCOM) - 1.49% |
| #10 | ELI LILLY AND CO (LLY) - 1.62% | DAVITA INC (DVA) - 1.43% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.55% | VIATRIS INC (VTRS) - 1.38% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.11% | MORGAN STANLEY (MS) - 1.36% |
| #13 | VISA INC CLASS A (V) - 1.01% | META PLATFORMS INC CLASS A (META) - 1.34% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.00% | ALTRIA GROUP INC (MO) - 1.32% |
| #15 | WALMART INC (WMT) - 0.94% | VERIZON COMMUNICATIONS INC (VZ) - 1.31% |
| #16 | CISCO SYSTEMS INC (CSCO) - 0.89% | ADOBE INC (ADBE) - 1.28% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.76% | SLB LTD (SLB) - 1.25% |
| #18 | ABBVIE INC (ABBV) - 0.70% | MERCK & CO INC (MRK) - 1.24% |
| #19 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.69% | THE MOSAIC CO (MOS) - 1.22% |
| #20 | NETFLIX INC (NFLX) - 0.67% | RYDER SYSTEM INC (R) - 1.21% |
| #21 | BLACKROCK INC (BLK) - 0.28% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.20% |
| #22 | PFIZER INC (PFE) - 0.27% | BALL CORP (BALL) - 1.19% |
| #23 | SERVICENOW INC (NOW) - 0.27% | THE KRAFT HEINZ CO (KHC) - 1.19% |
| #24 | CHARLES SCHWAB CORP (SCHW) - 0.27% | SKYWORKS SOLUTIONS INC (SWKS) - 1.18% |
| #25 | WESTERN DIGITAL CORP (WDC) - 0.26% | EDISON INTERNATIONAL (EIX) - 1.16% |
| Total Holdings | 367 | 118 |
USCL vs WTV - Historical Returns
Returns include dividend reinvestment.
1M
USCL
+0.25%
Winner
WTV
+4.23%
3M
USCL
+9.35%
Winner
WTV
+10.05%
6M
USCL
+4.78%
Winner
WTV
+10.71%
1Y
USCL
+16.16%
Winner
WTV
+24.64%
5Y(CAGR)
USCL
N/A
WTV
+13.32%
10Y(CAGR)
USCL
N/A
WTV
+13.57%
Max(CAGR)
Winner
USCL
+19.53%
WTV
+13.57%
USCL vs WTV - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | USCL | WTV |
|---|---|---|
| 2026 | +4.85% | +10.74% |
| 2025 | +14.58% | +14.03% |
| 2024 | +27.52% | +23.99% |
| 2023 | +12.72% | +22.85% |
| 2022 | N/A | -8.18% |
| 2021 | N/A | +31.79% |
| 2020 | N/A | +5.42% |
| 2019 | N/A | +29.11% |
| 2018 | N/A | -8.58% |
| 2017 | N/A | +1.14% |
USCL vs WTV Drawdown Comparison
The maximum drawdown for USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The current USCL drawdown is -3.12%.
| Rank | USCL | WTV |
|---|---|---|
| #1 | -18.99% Feb 19, 2025 - Jun 30, 2025 | -42.18% Jan 16, 2020 - Nov 23, 2020 |
| #2 | -10.24% Jan 12, 2026 - Apr 17, 2026 | -20.53% Sep 21, 2018 - Apr 5, 2019 |
| #3 | -10.00% Jul 31, 2023 - Nov 30, 2023 | -19.31% Jan 4, 2022 - Feb 1, 2023 |
| #4 | -8.58% Jul 16, 2024 - Sep 19, 2024 | -18.49% Nov 29, 2024 - Jul 23, 2025 |
| #5 | -5.61% Oct 28, 2025 - Dec 24, 2025 | -13.67% Feb 2, 2023 - Jul 12, 2023 |
| #6 | -5.42% Mar 28, 2024 - May 15, 2024 | -10.43% Aug 1, 2023 - Dec 1, 2023 |
| #7 | -4.87% Jun 2, 2026 - Jun 10, 2026 | -9.69% Jan 26, 2018 - Aug 27, 2018 |
| #8 | -4.69% Dec 11, 2024 - Jan 30, 2025 | -9.24% May 3, 2019 - Jul 24, 2019 |
| #9 | -2.57% Oct 8, 2025 - Oct 24, 2025 | -7.88% Jul 26, 2019 - Oct 24, 2019 |
| #10 | -2.45% Jun 15, 2023 - Jun 30, 2023 | -7.15% Feb 10, 2026 - May 8, 2026 |
| #11 | -2.44% Jul 25, 2025 - Aug 13, 2025 | -6.91% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -2.39% Oct 18, 2024 - Nov 6, 2024 | -6.24% Mar 28, 2024 - Jul 16, 2024 |
| #13 | -2.19% Nov 11, 2024 - Nov 26, 2024 | -6.10% Nov 16, 2021 - Dec 29, 2021 |
| #14 | -1.82% Jan 29, 2024 - Feb 2, 2024 | -4.91% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -1.81% Dec 28, 2023 - Jan 10, 2024 | -4.66% May 10, 2021 - Aug 3, 2021 |
Correlation
Correlation between USCL and WTV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2017 - 2026)
USCL vs WTV dividend yield comparison.
| Year | USCL | WTV |
|---|---|---|
| 2026 | 0.28% | 0.50% |
| 2025 | 1.10% | 1.59% |
| 2024 | 1.18% | 1.54% |
| 2023 | 0.85% | 1.62% |
| 2022 | 0.00% | 2.08% |
| 2021 | 0.00% | 1.55% |
| 2020 | 0.00% | 1.63% |
| 2019 | 0.00% | 1.44% |
| 2018 | 0.00% | 1.94% |
| 2017 | 0.00% | 0.41% |
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