WTV vs TBLL

Comparison between WISDOMTREE U.S. VALUE FUND (WTV, ETF) and INVESCO SHORT TERM TREASURY ETF (TBLL, ETF).

5-Year PerformanceWTV has outperformed TBLL, delivering a return of +13.1% compared to +3.4%

WTV vs TBLL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTV(ETF)	TBLL(ETF)
Net Assets	$2.80B	$2.90B
Expense Ratio	0.12%	0.08%
Max Drawdown	42.18%	1.30%
Sharpe Ratio	1.56	1.24
5Y Beta	0.80	-0.00
P/E Ratio	21.97	N/A
Forward P/E	14.08	N/A
PEG Ratio	0.41	N/A
5Y Dividends CAGR	17.94%	69.64%
5Y EPS CAGR	16.41%	N/A
Debt to Equity	-21.97%	N/A
P/S Ratio	1.29	N/A
P/B Ratio	2.48	N/A

Net Assets

WTV

$2.80B

Winner

TBLL

$2.90B

Expense Ratio

WTV

0.12%

Winner

TBLL

0.08%

Max Drawdown

WTV

42.18%

Winner

TBLL

1.30%

Sharpe Ratio

Winner

WTV

1.56

TBLL

1.24

5Y Beta

WTV

0.80

Winner

TBLL

-0.00

P/E Ratio

WTV

21.97

TBLL

N/A

Forward P/E

WTV

14.08

TBLL

N/A

PEG Ratio

WTV

0.41

TBLL

N/A

5Y Dividends CAGR

WTV

17.94%

Winner

TBLL

69.64%

5Y EPS CAGR

WTV

16.41%

TBLL

N/A

Debt to Equity

WTV

-21.97%

TBLL

N/A

P/S Ratio

WTV

1.29

TBLL

N/A

P/B Ratio

WTV

2.48

TBLL

N/A

WTV vs TBLL - Historical Returns

Returns include dividend reinvestment.

Period	WTV	TBLL
1 month	+3.38%	+0.30%
3 months	+5.00%	+0.89%
6 months	+10.98%	+1.74%
1 year	+24.46%	+3.92%
5 years(CAGR)	+13.11%	+3.36%
10 years(CAGR)	+13.44%	+2.38%
Max(CAGR)	+13.44%	+2.38%

Winner

WTV

+3.38%

TBLL

+0.30%

Winner

WTV

+5.00%

TBLL

+0.89%

Winner

WTV

+10.98%

TBLL

+1.74%

Winner

WTV

+24.46%

TBLL

+3.92%

5Y(CAGR)

Winner

WTV

+13.11%

TBLL

+3.36%

10Y(CAGR)

Winner

WTV

+13.44%

TBLL

+2.38%

Max(CAGR)

Winner

WTV

+13.44%

TBLL

+2.38%

WTV vs TBLL - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	WTV	TBLL
2026	+9.38%	+1.42%
2025	+14.03%	+4.21%
2024	+23.99%	+5.11%
2023	+22.85%	+4.98%
2022	-8.18%	+1.12%
2021	+31.79%	-0.02%
2020	+5.42%	+0.87%
2019	+29.11%	+2.16%
2018	-8.58%	+1.83%
2017	+1.14%	+0.62%

WTV vs TBLL Drawdown Comparison

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

The maximum drawdown for TBLL was -0.63%, occurring on Feb 14, 2022. Recovery took 631 trading sessions.

The current WTV drawdown is -1.17%.

Rank	WTV	TBLL
#1	-42.18% Jan 16, 2020 - Nov 23, 2020	-0.63% May 11, 2020 - Nov 9, 2022
#2	-20.53% Sep 21, 2018 - Apr 5, 2019	-0.52% Mar 18, 2020 - May 11, 2020
#3	-19.31% Jan 4, 2022 - Feb 1, 2023	-0.36% Sep 28, 2023 - Oct 20, 2023
#4	-18.49% Nov 29, 2024 - Jul 23, 2025	-0.18% Dec 19, 2023 - Dec 21, 2023
#5	-13.67% Feb 2, 2023 - Jul 12, 2023	-0.17% Apr 1, 2019 - Apr 4, 2019
#6	-10.43% Aug 1, 2023 - Dec 1, 2023	-0.16% Sep 24, 2018 - Oct 22, 2018
#7	-9.69% Jan 26, 2018 - Aug 27, 2018	-0.15% Dec 19, 2019 - Jan 23, 2020
#8	-9.24% May 3, 2019 - Jul 24, 2019	-0.14% Mar 13, 2020 - Mar 18, 2020
#9	-7.88% Jul 26, 2019 - Oct 24, 2019	-0.11% Dec 4, 2018 - Dec 7, 2018
#10	-7.15% Feb 10, 2026 - May 8, 2026	-0.10% Nov 10, 2022 - Nov 14, 2022
#11	-6.91% Jul 31, 2024 - Aug 23, 2024	-0.10% Nov 13, 2017 - Nov 28, 2017
#12	-6.24% Mar 28, 2024 - Jul 16, 2024	-0.10% Aug 17, 2018 - Aug 22, 2018
#13	-6.10% Nov 16, 2021 - Dec 29, 2021	-0.09% Nov 6, 2023 - Nov 9, 2023
#14	-4.91% Oct 27, 2025 - Dec 3, 2025	-0.08% Dec 15, 2023 - Dec 19, 2023
#15	-4.66% May 10, 2021 - Aug 3, 2021	-0.08% Jul 11, 2024 - Jul 15, 2024