WTV vs CGHM
Comparison between WISDOMTREE U.S. VALUE FUND (WTV, ETF) and CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF SHARE CLASS (CGHM, ETF).
WTV vs CGHM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTV
$2.80B
Winner
CGHM
$2.90B
Expense Ratio
Winner
WTV
0.12%
CGHM
0.34%
Max Drawdown
WTV
42.18%
Winner
CGHM
7.39%
Sharpe Ratio
Winner
WTV
1.54
CGHM
1.42
5Y Beta
WTV
0.81
Winner
CGHM
-0.00
P/E Ratio
WTV
20.50
CGHM
N/A
Forward P/E
WTV
13.79
CGHM
N/A
PEG Ratio
WTV
0.38
CGHM
N/A
5Y Dividends CAGR
WTV
17.94%
CGHM
N/A
5Y EPS CAGR
WTV
16.79%
CGHM
N/A
Debt to Equity
WTV
-19.14%
CGHM
N/A
P/S Ratio
WTV
1.27
CGHM
N/A
P/B Ratio
WTV
2.40
CGHM
N/A
WTV vs CGHM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WTV
+4.17%
CGHM
+0.60%
3M
WTV
-0.60%
Winner
CGHM
+0.71%
6M
Winner
WTV
+10.36%
CGHM
+2.05%
1Y
Winner
WTV
+20.90%
CGHM
+8.26%
5Y(CAGR)
WTV
+12.72%
CGHM
N/A
10Y(CAGR)
WTV
+13.18%
CGHM
N/A
Max(CAGR)
Winner
WTV
+13.18%
CGHM
+4.96%
WTV vs CGHM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | WTV | CGHM |
|---|---|---|
| 2026 | +6.36% | +1.99% |
| 2025 | +14.03% | +4.31% |
| 2024 | +23.99% | +2.71% |
| 2023 | +22.85% | N/A |
| 2022 | -8.18% | N/A |
| 2021 | +31.79% | N/A |
| 2020 | +5.42% | N/A |
| 2019 | +29.11% | N/A |
| 2018 | -8.58% | N/A |
| 2017 | +1.14% | N/A |
WTV vs CGHM Drawdown Comparison
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The maximum drawdown for CGHM was -5.90%, occurring on Apr 11, 2025. Recovery took 134 trading sessions.
The current WTV drawdown is -0.72%. The current CGHM drawdown is -0.37%.
| Rank | WTV | CGHM |
|---|---|---|
| #1 | -42.18% Jan 16, 2020 - Nov 23, 2020 | -5.90% Feb 28, 2025 - Sep 11, 2025 |
| #2 | -20.53% Sep 21, 2018 - Apr 5, 2019 | -2.83% Dec 6, 2024 - Feb 28, 2025 |
| #3 | -19.31% Jan 4, 2022 - Feb 1, 2023 | -2.56% Oct 1, 2024 - Dec 4, 2024 |
| #4 | -18.49% Nov 29, 2024 - Jul 23, 2025 | -2.55% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -13.67% Feb 2, 2023 - Jul 12, 2023 | -1.20% Aug 5, 2024 - Sep 5, 2024 |
| #6 | -10.43% Aug 1, 2023 - Dec 1, 2023 | -0.62% Nov 11, 2025 - Dec 31, 2025 |
| #7 | -9.69% Jan 26, 2018 - Aug 27, 2018 | -0.53% Sep 17, 2025 - Oct 3, 2025 |
| #8 | -9.24% May 3, 2019 - Jul 24, 2019 | -0.44% Jun 27, 2024 - Jul 2, 2024 |
| #9 | -7.88% Jul 26, 2019 - Oct 24, 2019 | -0.39% Oct 22, 2025 - Nov 11, 2025 |
| #10 | -7.15% Feb 10, 2026 - May 8, 2026 | -0.35% Jan 15, 2026 - Feb 2, 2026 |
| #11 | -6.91% Jul 31, 2024 - Aug 23, 2024 | -0.25% Sep 16, 2024 - Sep 26, 2024 |
| #12 | -6.24% Mar 28, 2024 - Jul 16, 2024 | -0.24% Jul 17, 2024 - Jul 26, 2024 |
| #13 | -6.10% Nov 16, 2021 - Dec 29, 2021 | -0.14% Sep 11, 2024 - Sep 13, 2024 |
| #14 | -4.91% Oct 27, 2025 - Dec 3, 2025 | -0.12% Oct 16, 2025 - Oct 20, 2025 |
| #15 | -4.66% May 10, 2021 - Aug 3, 2021 | -0.10% Jul 12, 2024 - Jul 16, 2024 |
Correlation
Correlation between WTV and CGHM is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2017 - 2026)
WTV vs CGHM dividend yield comparison.
| Year | WTV | CGHM |
|---|---|---|
| 2026 | 0.52% | 1.35% |
| 2025 | 1.59% | 3.61% |
| 2024 | 1.54% | 1.78% |
| 2023 | 1.62% | 0.00% |
| 2022 | 2.08% | 0.00% |
| 2021 | 1.55% | 0.00% |
| 2020 | 1.63% | 0.00% |
| 2019 | 1.44% | 0.00% |
| 2018 | 1.94% | 0.00% |
| 2017 | 0.41% | 0.00% |
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