WTV vs TDTT

Comparison between WISDOMTREE U.S. VALUE FUND (WTV, ETF) and FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND (TDTT, ETF).

5-Year PerformanceWTV has outperformed TDTT, delivering a return of +12.5% compared to +2.9%

WTV vs TDTT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTV(ETF)	TDTT(ETF)
Net Assets	$2.60B	$2.60B
Expense Ratio	0.12%	0.18%
Max Drawdown	42.18%	14.05%
Sharpe Ratio	1.65	0.34
5Y Beta	0.81	-0.00
P/E Ratio	20.45	N/A
Forward P/E	13.69	N/A
PEG Ratio	0.39	N/A
5Y Dividends CAGR	17.94%	28.36%
5Y EPS CAGR	16.63%	N/A
Debt to Equity	-18.17%	N/A
P/S Ratio	1.29	N/A
P/B Ratio	2.37	N/A

Net Assets

WTV

$2.60B

TDTT

$2.60B

Expense Ratio

Winner

WTV

0.12%

TDTT

0.18%

Max Drawdown

WTV

42.18%

Winner

TDTT

14.05%

Sharpe Ratio

Winner

WTV

1.65

TDTT

0.34

5Y Beta

WTV

0.81

Winner

TDTT

-0.00

P/E Ratio

WTV

20.45

TDTT

N/A

Forward P/E

WTV

13.69

TDTT

N/A

PEG Ratio

WTV

0.39

TDTT

N/A

5Y Dividends CAGR

WTV

17.94%

Winner

TDTT

28.36%

5Y EPS CAGR

WTV

16.63%

TDTT

N/A

Debt to Equity

WTV

-18.17%

TDTT

N/A

P/S Ratio

WTV

1.29

TDTT

N/A

P/B Ratio

WTV

2.37

TDTT

N/A

WTV vs TDTT - Historical Returns

Returns include dividend reinvestment.

Period	WTV	TDTT
1 month	+4.02%	+0.82%
3 months	+0.45%	+1.27%
6 months	+12.01%	+2.01%
1 year	+25.39%	+4.50%
5 years(CAGR)	+12.52%	+2.90%
10 years(CAGR)	+13.29%	+3.14%
Max(CAGR)	+13.29%	+2.22%

Winner

WTV

+4.02%

TDTT

+0.82%

WTV

+0.45%

Winner

TDTT

+1.27%

Winner

WTV

+12.01%

TDTT

+2.01%

Winner

WTV

+25.39%

TDTT

+4.50%

5Y(CAGR)

Winner

WTV

+12.52%

TDTT

+2.90%

10Y(CAGR)

Winner

WTV

+13.29%

TDTT

+3.14%

Max(CAGR)

Winner

WTV

+13.29%

TDTT

+2.22%

WTV vs TDTT - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	WTV	TDTT
2026	+7.13%	+1.86%
2025	+14.03%	+6.49%
2024	+23.99%	+4.00%
2023	+22.85%	+4.36%
2022	-8.18%	-4.64%
2021	+31.79%	+5.33%
2020	+5.42%	+6.71%
2019	+29.11%	+5.65%
2018	-8.58%	+0.21%
2017	+1.14%	+0.35%
2016	N/A	+2.76%
2015	N/A	-0.62%
2014	N/A	-1.92%
2013	N/A	-2.01%
2012	N/A	+2.81%
2011	N/A	+0.60%

WTV vs TDTT Drawdown Comparison

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

The maximum drawdown for TDTT was -6.95%, occurring on Sep 27, 2022. Recovery took 570 trading sessions.

The current TDTT drawdown is -0.10%.

Rank	WTV	TDTT
#1	-42.18% Jan 16, 2020 - Nov 23, 2020	-6.95% Mar 11, 2022 - Jun 18, 2024
#2	-20.53% Sep 21, 2018 - Apr 5, 2019	-6.62% Mar 3, 2020 - Jun 1, 2020
#3	-19.31% Jan 4, 2022 - Feb 1, 2023	-4.75% Sep 14, 2012 - Feb 22, 2019
#4	-18.49% Nov 29, 2024 - Jul 23, 2025	-2.59% Nov 17, 2021 - Mar 1, 2022
#5	-13.67% Feb 2, 2023 - Jul 12, 2023	-1.53% Sep 24, 2024 - Feb 3, 2025
#6	-10.43% Aug 1, 2023 - Dec 1, 2023	-1.51% Sep 28, 2011 - Oct 31, 2011
#7	-9.69% Jan 26, 2018 - Aug 27, 2018	-1.43% Nov 2, 2011 - Jan 26, 2012
#8	-9.24% May 3, 2019 - Jul 24, 2019	-1.42% Mar 16, 2012 - Aug 6, 2012
#9	-7.88% Jul 26, 2019 - Oct 24, 2019	-1.40% Apr 3, 2025 - Apr 28, 2025
#10	-7.15% Feb 10, 2026 - May 8, 2026	-1.16% Apr 30, 2025 - Jun 26, 2025
#11	-6.91% Jul 31, 2024 - Aug 23, 2024	-1.09% Aug 28, 2019 - Dec 13, 2019
#12	-6.24% Mar 28, 2024 - Jul 16, 2024	-0.97% May 17, 2021 - Jul 12, 2021
#13	-6.10% Nov 16, 2021 - Dec 29, 2021	-0.90% Mar 17, 2026 - Apr 13, 2026
#14	-4.91% Oct 27, 2025 - Dec 3, 2025	-0.90% Aug 6, 2012 - Sep 13, 2012
#15	-4.66% May 10, 2021 - Aug 3, 2021	-0.87% Feb 10, 2021 - Mar 2, 2021

Correlation

Correlation between WTV and TDTT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2011 - 2026)

WTV vs TDTT dividend yield comparison.

Year	WTV	TDTT
2026	0.52%	0.77%
2025	1.59%	4.52%
2024	1.54%	4.01%
2023	1.62%	3.88%
2022	2.08%	6.97%
2021	1.55%	4.53%
2020	1.63%	1.15%
2019	1.44%	1.91%
2018	1.94%	2.48%
2017	0.41%	1.88%
2016	0.00%	1.01%
2014	0.00%	0.85%
2013	0.00%	0.19%
2012	0.00%	0.95%
2011	0.00%	0.27%