WTV vs IYY
Comparison between WISDOMTREE U.S. VALUE FUND (WTV, ETF) and ISHARES DOW JONES U.S. ETF (IYY, ETF).
5-Year PerformanceWTV has outperformed IYY, delivering a return of +14.1% compared to +11.6%
WTV vs IYY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTV
$2.90B
Winner
IYY
$3B
Expense Ratio
Winner
WTV
0.12%
IYY
0.20%
Max Drawdown
Winner
WTV
42.18%
IYY
56.28%
Sharpe Ratio
Winner
WTV
1.47
IYY
1.03
5Y Beta
Winner
WTV
0.79
IYY
0.98
P/E Ratio
Winner
WTV
21.30
IYY
28.61
Forward P/E
Winner
WTV
14.17
IYY
20.30
PEG Ratio
WTV
0.44
IYY
N/A
5Y Dividends CAGR
Winner
WTV
19.62%
IYY
5.54%
5Y EPS CAGR
WTV
16.66%
Winner
IYY
27.11%
Debt to Equity
Winner
WTV
19.65%
IYY
39.42%
P/S Ratio
Winner
WTV
1.56
IYY
3.41
P/B Ratio
Winner
WTV
2.66
IYY
5.22
WTV vs IYY - Holdings Comparison
WTV and IYY have 110 common holdings. Overlap is 13.73%
WTV's top 25 holdings weight is 39.76%. IYY's top 25 holdings weight is 46.26%.
| Rank | WTV | IYY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.19% | NVIDIA CORP (NVDA) - 7.24% |
| #2 | n/a (DELL) - 2.89% | APPLE INC (AAPL) - 6.94% |
| #3 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% | MICROSOFT CORP (MSFT) - 4.26% |
| #4 | CISCO SYSTEMS INC (CSCO) - 1.92% | AMAZON.COM INC (AMZN) - 3.49% |
| #5 | SOUTHWEST AIRLINES CO (LUV) - 1.82% | ALPHABET INC CLASS A (GOOGL) - 2.93% |
| #6 | CITIGROUP INC (C) - 1.81% | BROADCOM INC (AVGO) - 2.64% |
| #7 | ZOOM COMMUNICATIONS INC (ZM) - 1.72% | ALPHABET INC CLASS C (GOOG) - 2.36% |
| #8 | SALESFORCE INC (CRM) - 1.70% | META PLATFORMS INC CLASS A (META) - 2.04% |
| #9 | DAVITA INC (DVA) - 1.69% | MICRON TECHNOLOGY INC (MU) - 1.58% |
| #10 | TARGET CORP (TGT) - 1.60% | TESLA INC (TSLA) - 1.54% |
| #11 | VIATRIS INC (VTRS) - 1.47% | ELI LILLY AND CO (LLY) - 1.34% |
| #12 | MORGAN STANLEY (MS) - 1.40% | JPMORGAN CHASE & CO (JPM) - 1.33% |
| #13 | BALL CORP (BALL) - 1.38% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.29% |
| #14 | MERCK & CO INC (MRK) - 1.37% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | ALTRIA GROUP INC (MO) - 1.33% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.91% |
| #16 | META PLATFORMS INC CLASS A (META) - 1.30% | JOHNSON & JOHNSON (JNJ) - 0.87% |
| #17 | HEALTHPEAK PROPERTIES INC (DOC) - 1.28% | VISA INC CLASS A (V) - 0.85% |
| #18 | EDISON INTERNATIONAL (EIX) - 1.22% | INTEL CORP (INTC) - 0.72% |
| #19 | RYDER SYSTEM INC (R) - 1.21% | WALMART INC (WMT) - 0.70% |
| #20 | THE KRAFT HEINZ CO (KHC) - 1.20% | ABBVIE INC (ABBV) - 0.65% |
| #21 | ADOBE INC (ADBE) - 1.18% | QUALCOMM INC (QCOM) - 0.26% |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.17% | VERIZON COMMUNICATIONS INC (VZ) - 0.26% |
| #23 | UNITEDHEALTH GROUP INC (UNH) - 1.12% | ARISTA NETWORKS INC (ANET) - 0.26% |
| #24 | VERIZON COMMUNICATIONS INC (VZ) - 1.10% | MARVELL TECHNOLOGY INC (MRVL) - 0.26% |
| #25 | REGIONS FINANCIAL CORP (RF) - 1.08% | NEXTERA ENERGY INC (NEE) - 0.26% |
| Total Holdings | 124 | 925 |
WTV vs IYY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WTV
+3.69%
IYY
+0.96%
3M
Winner
WTV
+8.85%
IYY
+3.70%
6M
Winner
WTV
+12.05%
IYY
+6.80%
1Y
Winner
WTV
+22.41%
IYY
+16.96%
5Y(CAGR)
Winner
WTV
+14.14%
IYY
+11.62%
10Y(CAGR)
WTV
+13.75%
Winner
IYY
+14.44%
Max(CAGR)
Winner
WTV
+13.75%
IYY
+8.30%
WTV vs IYY - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | WTV | IYY |
|---|---|---|
| 2026 | +14.07% | +8.79% |
| 2025 | +14.03% | +17.42% |
| 2024 | +23.99% | +25.12% |
| 2023 | +22.85% | +27.02% |
| 2022 | -8.18% | -19.98% |
| 2021 | +31.79% | +28.14% |
| 2020 | +5.42% | +19.15% |
| 2019 | +29.11% | +30.69% |
| 2018 | -8.58% | -5.87% |
| 2017 | +1.14% | +20.44% |
| 2016 | N/A | +13.81% |
| 2015 | N/A | +0.62% |
| 2014 | N/A | +13.91% |
| 2013 | N/A | +29.38% |
| 2012 | N/A | +14.37% |
| 2011 | N/A | +0.06% |
| 2010 | N/A | +14.63% |
| 2009 | N/A | +25.06% |
| 2008 | N/A | -36.28% |
| 2007 | N/A | +5.85% |
| 2006 | N/A | +13.57% |
| 2005 | N/A | +7.14% |
| 2004 | N/A | +12.15% |
| 2003 | N/A | +26.50% |
| 2002 | N/A | -22.31% |
| 2001 | N/A | -8.58% |
| 2000 | N/A | -9.07% |
WTV vs IYY Drawdown Comparison
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The maximum drawdown for IYY was -55.16%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current IYY drawdown is -2.38%.
| Rank | WTV | IYY |
|---|---|---|
| #1 | -42.18% Jan 16, 2020 - Nov 23, 2020 | -55.16% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -20.53% Sep 21, 2018 - Apr 5, 2019 | -48.49% Sep 1, 2000 - Oct 12, 2006 |
| #3 | -19.31% Jan 4, 2022 - Feb 1, 2023 | -34.90% Feb 19, 2020 - Aug 12, 2020 |
| #4 | -18.49% Nov 29, 2024 - Jul 23, 2025 | -25.46% Dec 27, 2021 - Dec 14, 2023 |
| #5 | -13.67% Feb 2, 2023 - Jul 12, 2023 | -19.86% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.43% Aug 1, 2023 - Dec 1, 2023 | -19.06% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -9.69% Jan 26, 2018 - Aug 27, 2018 | -14.48% Jun 23, 2015 - Jun 7, 2016 |
| #8 | -9.24% May 3, 2019 - Jul 24, 2019 | -10.01% Apr 2, 2012 - Aug 17, 2012 |
| #9 | -7.88% Jul 26, 2019 - Oct 24, 2019 | -9.56% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -7.15% Feb 10, 2026 - May 8, 2026 | -9.39% Sep 2, 2020 - Nov 11, 2020 |
| #11 | -6.91% Jul 31, 2024 - Aug 23, 2024 | -9.34% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.24% Mar 28, 2024 - Jul 16, 2024 | -8.94% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.10% Nov 16, 2021 - Dec 29, 2021 | -8.53% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.91% Oct 27, 2025 - Dec 3, 2025 | -7.49% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -4.66% May 10, 2021 - Aug 3, 2021 | -7.44% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between WTV and IYY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
WTV vs IYY dividend yield comparison.
| Year | WTV | IYY |
|---|---|---|
| 2026 | 1.04% | 0.40% |
| 2025 | 1.59% | 0.95% |
| 2024 | 1.54% | 1.05% |
| 2023 | 1.62% | 1.29% |
| 2022 | 2.08% | 1.48% |
| 2021 | 1.55% | 1.04% |
| 2020 | 1.63% | 1.31% |
| 2019 | 1.44% | 1.80% |
| 2018 | 1.94% | 1.97% |
| 2017 | 0.41% | 1.62% |
| 2016 | 0.00% | 1.81% |
| 2015 | 0.00% | 1.97% |
| 2014 | 0.00% | 1.66% |
| 2013 | 0.00% | 1.62% |
| 2012 | 0.00% | 1.99% |
| 2011 | 0.00% | 1.84% |
| 2010 | 0.00% | 1.62% |
| 2009 | 0.00% | 1.77% |
| 2008 | 0.00% | 2.63% |
| 2007 | 0.00% | 1.57% |
| 2006 | 0.00% | 1.47% |
| 2005 | 0.00% | 1.55% |
| 2004 | 0.00% | 1.59% |
| 2003 | 0.00% | 1.27% |
| 2002 | 0.00% | 1.46% |
| 2001 | 0.00% | 1.07% |
| 2000 | 0.00% | 0.41% |
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