WTV vs MDYG
Comparison between WISDOMTREE U.S. VALUE FUND (WTV, ETF) and STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF (MDYG, ETF).
5-Year PerformanceWTV has outperformed MDYG, delivering a return of +14.1% compared to +8.2%
WTV vs MDYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTV
$2.90B
MDYG
$2.90B
Expense Ratio
Winner
WTV
0.12%
MDYG
0.15%
Max Drawdown
Winner
WTV
42.18%
MDYG
59.31%
Sharpe Ratio
Winner
WTV
1.47
MDYG
1.01
5Y Beta
Winner
WTV
0.79
MDYG
1.06
P/E Ratio
Winner
WTV
21.30
MDYG
31.45
Forward P/E
Winner
WTV
14.17
MDYG
20.19
PEG Ratio
WTV
0.44
Winner
MDYG
0.06
5Y Dividends CAGR
Winner
WTV
19.62%
MDYG
7.15%
5Y EPS CAGR
WTV
16.66%
Winner
MDYG
18.78%
Debt to Equity
Winner
WTV
19.65%
MDYG
48.87%
P/S Ratio
Winner
WTV
1.56
MDYG
3.25
P/B Ratio
Winner
WTV
2.66
MDYG
4.72
WTV vs MDYG - Holdings Comparison
WTV and MDYG have 11 common holdings. Overlap is 3.59%
WTV's top 25 holdings weight is 39.76%. MDYG's top 25 holdings weight is 29.61%.
| Rank | WTV | MDYG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.19% | TWILIO INC CLASS A (TWLO) - 1.75% |
| #2 | n/a (DELL) - 2.89% | TECHNIPFMC PLC (FTI) - 1.57% |
| #3 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% | CARPENTER TECHNOLOGY CORP (CRS) - 1.56% |
| #4 | CISCO SYSTEMS INC (CSCO) - 1.92% | CURTISS-WRIGHT CORP (CW) - 1.51% |
| #5 | SOUTHWEST AIRLINES CO (LUV) - 1.82% | ATI INC (ATI) - 1.44% |
| #6 | CITIGROUP INC (C) - 1.81% | NVENT ELECTRIC PLC (NVT) - 1.40% |
| #7 | ZOOM COMMUNICATIONS INC (ZM) - 1.72% | OKTA INC CLASS A (OKTA) - 1.38% |
| #8 | SALESFORCE INC (CRM) - 1.70% | XPO INC (XPO) - 1.31% |
| #9 | DAVITA INC (DVA) - 1.69% | WOODWARD INC (WWD) - 1.30% |
| #10 | TARGET CORP (TGT) - 1.60% | UNITED THERAPEUTICS CORP (UTHR) - 1.23% |
| #11 | VIATRIS INC (VTRS) - 1.47% | EVERPURE INC CLASS A (P) - 1.21% |
| #12 | MORGAN STANLEY (MS) - 1.40% | MASTEC INC (MTZ) - 1.20% |
| #13 | BALL CORP (BALL) - 1.38% | RB GLOBAL INC (RBA) - 1.13% |
| #14 | MERCK & CO INC (MRK) - 1.37% | STERLING INFRASTRUCTURE INC (STRL) - 1.12% |
| #15 | ALTRIA GROUP INC (MO) - 1.33% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.05% |
| #16 | META PLATFORMS INC CLASS A (META) - 1.30% | ROKU INC CLASS A (ROKU) - 1.02% |
| #17 | HEALTHPEAK PROPERTIES INC (DOC) - 1.28% | RBC BEARINGS INC (RBC) - 1.01% |
| #18 | EDISON INTERNATIONAL (EIX) - 1.22% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.99% |
| #19 | RYDER SYSTEM INC (R) - 1.21% | FABRINET (FN) - 0.95% |
| #20 | THE KRAFT HEINZ CO (KHC) - 1.20% | ITT INC (ITT) - 0.94% |
| #21 | ADOBE INC (ADBE) - 1.18% | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.94% |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.17% | MKS INC (MKSI) - 0.92% |
| #23 | UNITEDHEALTH GROUP INC (UNH) - 1.12% | TENET HEALTHCARE CORP (THC) - 0.90% |
| #24 | VERIZON COMMUNICATIONS INC (VZ) - 1.10% | COEUR MINING INC (CDE) - 0.90% |
| #25 | REGIONS FINANCIAL CORP (RF) - 1.08% | BWX TECHNOLOGIES INC (BWXT) - 0.88% |
| Total Holdings | 124 | 246 |
WTV vs MDYG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WTV
+3.69%
MDYG
-1.45%
3M
Winner
WTV
+8.85%
MDYG
+4.13%
6M
Winner
WTV
+12.05%
MDYG
+10.68%
1Y
Winner
WTV
+22.41%
MDYG
+21.02%
5Y(CAGR)
Winner
WTV
+14.14%
MDYG
+8.22%
10Y(CAGR)
Winner
WTV
+13.75%
MDYG
+11.05%
Max(CAGR)
Winner
WTV
+13.75%
MDYG
+10.35%
WTV vs MDYG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | WTV | MDYG |
|---|---|---|
| 2026 | +14.07% | +15.79% |
| 2025 | +14.03% | +7.11% |
| 2024 | +23.99% | +16.57% |
| 2023 | +22.85% | +18.29% |
| 2022 | -8.18% | -18.97% |
| 2021 | +31.79% | +20.18% |
| 2020 | +5.42% | +22.17% |
| 2019 | +29.11% | +27.24% |
| 2018 | -8.58% | -11.43% |
| 2017 | +1.14% | +19.20% |
| 2016 | N/A | +16.95% |
| 2015 | N/A | +2.05% |
| 2014 | N/A | +9.06% |
| 2013 | N/A | +29.24% |
| 2012 | N/A | +16.21% |
| 2011 | N/A | -2.11% |
| 2010 | N/A | +25.08% |
| 2009 | N/A | +50.34% |
| 2008 | N/A | -40.78% |
| 2007 | N/A | +10.72% |
| 2006 | N/A | +11.26% |
| 2005 | N/A | +2.98% |
WTV vs MDYG Drawdown Comparison
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The maximum drawdown for MDYG was -58.46%, occurring on Nov 20, 2008. Recovery took 772 trading sessions.
The current MDYG drawdown is -3.28%.
| Rank | WTV | MDYG |
|---|---|---|
| #1 | -42.18% Jan 16, 2020 - Nov 23, 2020 | -58.46% Oct 12, 2007 - Nov 4, 2010 |
| #2 | -20.53% Sep 21, 2018 - Apr 5, 2019 | -39.27% Feb 20, 2020 - Aug 12, 2020 |
| #3 | -19.31% Jan 4, 2022 - Feb 1, 2023 | -29.25% Nov 16, 2021 - Feb 29, 2024 |
| #4 | -18.49% Nov 29, 2024 - Jul 23, 2025 | -26.20% Jul 7, 2011 - Sep 7, 2012 |
| #5 | -13.67% Feb 2, 2023 - Jul 12, 2023 | -25.46% Nov 25, 2024 - Dec 10, 2025 |
| #6 | -10.43% Aug 1, 2023 - Dec 1, 2023 | -24.00% Sep 14, 2018 - Nov 27, 2019 |
| #7 | -9.69% Jan 26, 2018 - Aug 27, 2018 | -18.21% Aug 17, 2015 - Jul 11, 2016 |
| #8 | -9.24% May 3, 2019 - Jul 24, 2019 | -13.93% May 9, 2006 - Dec 5, 2006 |
| #9 | -7.88% Jul 26, 2019 - Oct 24, 2019 | -12.02% Jul 13, 2007 - Oct 5, 2007 |
| #10 | -7.15% Feb 10, 2026 - May 8, 2026 | -10.62% Jul 1, 2014 - Nov 11, 2014 |
| #11 | -6.91% Jul 31, 2024 - Aug 23, 2024 | -9.92% Mar 2, 2026 - Apr 17, 2026 |
| #12 | -6.24% Mar 28, 2024 - Jul 16, 2024 | -9.67% Jan 26, 2018 - Jun 6, 2018 |
| #13 | -6.10% Nov 16, 2021 - Dec 29, 2021 | -9.06% Jul 16, 2024 - Oct 14, 2024 |
| #14 | -4.91% Oct 27, 2025 - Dec 3, 2025 | -8.13% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -4.66% May 10, 2021 - Aug 3, 2021 | -8.07% Sep 2, 2020 - Oct 7, 2020 |
Correlation
Correlation between WTV and MDYG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2005 - 2026)
WTV vs MDYG dividend yield comparison.
| Year | WTV | MDYG |
|---|---|---|
| 2026 | 1.04% | 0.26% |
| 2025 | 1.59% | 0.75% |
| 2024 | 1.54% | 0.87% |
| 2023 | 1.62% | 1.20% |
| 2022 | 2.08% | 1.16% |
| 2021 | 1.55% | 0.69% |
| 2020 | 1.63% | 0.71% |
| 2019 | 1.44% | 1.21% |
| 2018 | 1.94% | 1.36% |
| 2017 | 0.41% | 2.23% |
| 2016 | 0.00% | 1.25% |
| 2015 | 0.00% | 2.51% |
| 2014 | 0.00% | 1.60% |
| 2013 | 0.00% | 0.82% |
| 2012 | 0.00% | 0.97% |
| 2011 | 0.00% | 0.66% |
| 2010 | 0.00% | 0.29% |
| 2009 | 0.00% | 0.59% |
| 2008 | 0.00% | 0.94% |
| 2007 | 0.00% | 2.12% |
| 2006 | 0.00% | 3.01% |
| 2005 | 0.00% | 0.05% |
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