WTV vs AOA
Comparison between WISDOMTREE U.S. VALUE FUND (WTV, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).
5-Year PerformanceWTV has outperformed AOA, delivering a return of +14.0% compared to +9.2%
WTV vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTV
$3.20B
AOA
$3.20B
Expense Ratio
Winner
WTV
0.12%
AOA
0.15%
Max Drawdown
WTV
42.18%
Winner
AOA
28.38%
Sharpe Ratio
Winner
WTV
1.71
AOA
1.39
5Y Beta
WTV
0.78
Winner
AOA
0.72
P/E Ratio
WTV
20.08
AOA
N/A
Forward P/E
WTV
14.37
AOA
N/A
PEG Ratio
WTV
0.25
AOA
N/A
5Y Dividends CAGR
Winner
WTV
19.62%
AOA
13.36%
5Y EPS CAGR
WTV
17.28%
AOA
N/A
Debt to Equity
WTV
20.22%
AOA
N/A
P/S Ratio
WTV
1.54
AOA
N/A
P/B Ratio
WTV
2.68
AOA
N/A
WTV vs AOA - Holdings Comparison
WTV and AOA have 0 common holdings. Overlap is 0.00%
WTV's top 25 holdings weight is 39.76%. AOA's top 25 holdings weight is 99.90%.
| Rank | WTV | AOA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.19% | ISHARES CORE S&P 500 ETF (IVV) - 45.77% |
| #2 | n/a (DELL) - 2.89% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.51% |
| #3 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.18% |
| #4 | CISCO SYSTEMS INC (CSCO) - 1.92% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.69% |
| #5 | SOUTHWEST AIRLINES CO (LUV) - 1.82% | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.89% |
| #6 | CITIGROUP INC (C) - 1.81% | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.58% |
| #7 | ZOOM COMMUNICATIONS INC (ZM) - 1.72% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.28% |
| #8 | SALESFORCE INC (CRM) - 1.70% | N/A |
| #9 | DAVITA INC (DVA) - 1.69% | N/A |
| #10 | TARGET CORP (TGT) - 1.60% | N/A |
| #11 | VIATRIS INC (VTRS) - 1.47% | N/A |
| #12 | MORGAN STANLEY (MS) - 1.40% | N/A |
| #13 | BALL CORP (BALL) - 1.38% | N/A |
| #14 | MERCK & CO INC (MRK) - 1.37% | N/A |
| #15 | ALTRIA GROUP INC (MO) - 1.33% | N/A |
| #16 | META PLATFORMS INC CLASS A (META) - 1.30% | N/A |
| #17 | HEALTHPEAK PROPERTIES INC (DOC) - 1.28% | N/A |
| #18 | EDISON INTERNATIONAL (EIX) - 1.22% | N/A |
| #19 | RYDER SYSTEM INC (R) - 1.21% | N/A |
| #20 | THE KRAFT HEINZ CO (KHC) - 1.20% | N/A |
| #21 | ADOBE INC (ADBE) - 1.18% | N/A |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.17% | N/A |
| #23 | UNITEDHEALTH GROUP INC (UNH) - 1.12% | N/A |
| #24 | VERIZON COMMUNICATIONS INC (VZ) - 1.10% | N/A |
| #25 | REGIONS FINANCIAL CORP (RF) - 1.08% | N/A |
| Total Holdings | 124 | 7 |
WTV vs AOA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WTV
+3.46%
AOA
+2.63%
3M
Winner
WTV
+8.20%
AOA
+4.32%
6M
WTV
+8.24%
Winner
AOA
+8.50%
1Y
Winner
WTV
+26.37%
AOA
+20.86%
5Y(CAGR)
Winner
WTV
+14.01%
AOA
+9.23%
10Y(CAGR)
Winner
WTV
+13.87%
AOA
+10.43%
Max(CAGR)
Winner
WTV
+13.87%
AOA
+10.59%
WTV vs AOA - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | WTV | AOA |
|---|---|---|
| 2026 | +15.48% | +11.49% |
| 2025 | +14.03% | +19.99% |
| 2024 | +23.99% | +14.32% |
| 2023 | +22.85% | +18.04% |
| 2022 | -8.18% | -16.54% |
| 2021 | +31.79% | +15.99% |
| 2020 | +5.42% | +11.88% |
| 2019 | +29.11% | +22.58% |
| 2018 | -8.58% | -8.43% |
| 2017 | +1.14% | +19.48% |
| 2016 | N/A | +9.03% |
| 2015 | N/A | -0.97% |
| 2014 | N/A | +7.12% |
| 2013 | N/A | +20.51% |
| 2012 | N/A | +13.52% |
| 2011 | N/A | -2.65% |
| 2010 | N/A | +14.90% |
| 2009 | N/A | +23.86% |
| 2008 | N/A | -2.55% |
WTV vs AOA Drawdown Comparison
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current WTV drawdown is -0.34%.
| Rank | WTV | AOA |
|---|---|---|
| #1 | -42.18% Jan 16, 2020 - Nov 23, 2020 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -20.53% Sep 21, 2018 - Apr 5, 2019 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -19.31% Jan 4, 2022 - Feb 1, 2023 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -18.49% Nov 29, 2024 - Jul 23, 2025 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -13.67% Feb 2, 2023 - Jul 12, 2023 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -10.43% Aug 1, 2023 - Dec 1, 2023 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -9.69% Jan 26, 2018 - Aug 27, 2018 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -9.24% May 3, 2019 - Jul 24, 2019 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -7.88% Jul 26, 2019 - Oct 24, 2019 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -7.15% Feb 10, 2026 - May 8, 2026 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -6.91% Jul 31, 2024 - Aug 23, 2024 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -6.24% Mar 28, 2024 - Jul 16, 2024 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -6.10% Nov 16, 2021 - Dec 29, 2021 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -4.91% Oct 27, 2025 - Dec 3, 2025 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -4.66% May 10, 2021 - Aug 3, 2021 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between WTV and AOA is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2008 - 2026)
WTV vs AOA dividend yield comparison.
| Year | WTV | AOA |
|---|---|---|
| 2026 | 1.03% | 0.96% |
| 2025 | 1.59% | 2.18% |
| 2024 | 1.54% | 2.30% |
| 2023 | 1.62% | 2.22% |
| 2022 | 2.08% | 2.10% |
| 2021 | 1.55% | 1.67% |
| 2020 | 1.63% | 1.71% |
| 2019 | 1.44% | 2.50% |
| 2018 | 1.94% | 2.37% |
| 2017 | 0.41% | 5.09% |
| 2016 | 0.00% | 2.26% |
| 2015 | 0.00% | 2.15% |
| 2014 | 0.00% | 2.18% |
| 2013 | 0.00% | 1.84% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.21% |
| 2010 | 0.00% | 1.63% |
| 2009 | 0.00% | 2.04% |
| 2008 | 0.00% | 0.71% |
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