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WTV vs HYMB

Comparison between WISDOMTREE U.S. VALUE FUND (WTV, ETF) and STATE STREET(R) SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF (HYMB, ETF).

5-Year PerformanceWTV has outperformed HYMB, delivering a return of +13.5% compared to +0.4%

WTV vs HYMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WTV
$3B
HYMB
$3B
Expense Ratio
Winner
WTV
0.12%
HYMB
0.35%
Max Drawdown
WTV
42.18%
Winner
HYMB
29.76%
Sharpe Ratio
Winner
WTV
1.44
HYMB
0.81
5Y Beta
WTV
0.80
Winner
HYMB
0.04
P/E Ratio
WTV
21.72
HYMB
N/A
Forward P/E
WTV
14.08
HYMB
N/A
PEG Ratio
WTV
0.36
HYMB
N/A
5Y Dividends CAGR
Winner
WTV
17.94%
HYMB
2.22%
5Y EPS CAGR
WTV
16.18%
HYMB
N/A
Debt to Equity
WTV
-60.88%
HYMB
N/A
P/S Ratio
WTV
1.28
HYMB
N/A
P/B Ratio
WTV
2.48
HYMB
N/A

WTV vs HYMB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WTV
+2.04%
HYMB
+1.96%
3M
Winner
WTV
+7.10%
HYMB
+1.61%
6M
Winner
WTV
+9.23%
HYMB
+2.93%
1Y
Winner
WTV
+23.54%
HYMB
+6.90%
5Y(CAGR)
Winner
WTV
+13.48%
HYMB
+0.36%
10Y(CAGR)
Winner
WTV
+13.30%
HYMB
+2.32%
Max(CAGR)
Winner
WTV
+13.30%
HYMB
+4.41%

WTV vs HYMB - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearWTVHYMB
2026+8.72%+2.95%
2025+14.03%+1.88%
2024+23.99%+6.23%
2023+22.85%+7.95%
2022-8.18%-15.54%
2021+31.79%+5.37%
2020+5.42%+3.67%
2019+29.11%+9.49%
2018-8.58%+4.78%
2017+1.14%+3.02%
2016N/A+1.92%
2015N/A+3.59%
2014N/A+17.12%
2013N/A-8.31%
2012N/A+15.62%
2011N/A+10.19%

WTV vs HYMB Drawdown Comparison

The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.

The maximum drawdown for HYMB was -29.57%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.

The current WTV drawdown is -1.95%. The current HYMB drawdown is -0.16%.

RankWTVHYMB
#1-42.18%
Jan 16, 2020 - Nov 23, 2020
-29.57%
Mar 5, 2020 - Jan 6, 2021
#2-20.53%
Sep 21, 2018 - Apr 5, 2019
-20.16%
Jul 27, 2021 - Feb 26, 2026
#3-19.31%
Jan 4, 2022 - Feb 1, 2023
-16.59%
May 20, 2013 - May 20, 2014
#4-18.49%
Nov 29, 2024 - Jul 23, 2025
-7.98%
Aug 29, 2016 - Aug 29, 2017
#5-13.67%
Feb 2, 2023 - Jul 12, 2023
-4.28%
Dec 6, 2012 - Jan 22, 2013
#6-10.43%
Aug 1, 2023 - Dec 1, 2023
-4.19%
Jan 30, 2015 - Oct 22, 2015
#7-9.69%
Jan 26, 2018 - Aug 27, 2018
-3.65%
Sep 5, 2017 - May 25, 2018
#8-9.24%
May 3, 2019 - Jul 24, 2019
-3.11%
Feb 27, 2026 - May 28, 2026
#9-7.88%
Jul 26, 2019 - Oct 24, 2019
-2.49%
Feb 11, 2021 - Apr 22, 2021
#10-7.15%
Feb 10, 2026 - May 8, 2026
-1.93%
May 30, 2014 - Aug 11, 2014
#11-6.91%
Jul 31, 2024 - Aug 23, 2024
-1.89%
Sep 6, 2018 - Dec 28, 2018
#12-6.24%
Mar 28, 2024 - Jul 16, 2024
-1.51%
Oct 4, 2011 - Nov 2, 2011
#13-6.10%
Nov 16, 2021 - Dec 29, 2021
-1.41%
Mar 13, 2012 - Apr 12, 2012
#14-4.91%
Oct 27, 2025 - Dec 3, 2025
-1.33%
Nov 2, 2015 - Dec 23, 2015
#15-4.66%
May 10, 2021 - Aug 3, 2021
-1.32%
Jul 6, 2011 - Jul 12, 2011

Correlation

Correlation between WTV and HYMB is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

Dividend Comparison (2011 - 2026)

WTV vs HYMB dividend yield comparison.

YearWTVHYMB
20260.51%1.90%
20251.59%4.55%
20241.54%4.29%
20231.62%4.07%
20222.08%3.77%
20211.55%3.19%
20201.63%3.55%
20191.44%3.95%
20181.94%4.03%
20170.41%3.78%
20160.00%4.08%
20150.00%4.54%
20140.00%4.49%
20130.00%5.17%
20120.00%4.99%
20110.00%4.30%

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