WTV vs UCON

Comparison between WISDOMTREE U.S. VALUE FUND (WTV, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).

5-Year PerformanceWTV has outperformed UCON, delivering a return of +14.0% compared to +2.7%

WTV vs UCON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTV(ETF)	UCON(ETF)
Net Assets	$3.20B	$3.30B
Expense Ratio	0.12%	0.86%
Max Drawdown	42.18%	15.31%
Sharpe Ratio	1.71	-0.05
5Y Beta	0.78	0.04
P/E Ratio	20.08	N/A
Forward P/E	14.37	N/A
PEG Ratio	0.25	N/A
5Y Dividends CAGR	19.62%	9.97%
5Y EPS CAGR	17.28%	N/A
Debt to Equity	20.22%	N/A
P/S Ratio	1.54	N/A
P/B Ratio	2.68	N/A

Net Assets

WTV

$3.20B

Winner

UCON

$3.30B

Expense Ratio

Winner

WTV

0.12%

UCON

0.86%

Max Drawdown

WTV

42.18%

Winner

UCON

15.31%

Sharpe Ratio

Winner

WTV

1.71

UCON

-0.05

5Y Beta

WTV

0.78

Winner

UCON

0.04

P/E Ratio

WTV

20.08

UCON

N/A

Forward P/E

WTV

14.37

UCON

N/A

PEG Ratio

WTV

0.25

UCON

N/A

5Y Dividends CAGR

Winner

WTV

19.62%

UCON

9.97%

5Y EPS CAGR

WTV

17.28%

UCON

N/A

Debt to Equity

WTV

20.22%

UCON

N/A

P/S Ratio

WTV

1.54

UCON

N/A

P/B Ratio

WTV

2.68

UCON

N/A

WTV vs UCON - Historical Returns

Returns include dividend reinvestment.

Period	WTV	UCON
1 month	+3.46%	-0.14%
3 months	+8.20%	+0.18%
6 months	+8.24%	+0.23%
1 year	+26.37%	+3.72%
5 years(CAGR)	+14.01%	+2.73%
10 years(CAGR)	+13.87%	+3.63%
Max(CAGR)	+13.87%	+3.63%

Winner

WTV

+3.46%

UCON

-0.14%

Winner

WTV

+8.20%

UCON

+0.18%

Winner

WTV

+8.24%

UCON

+0.23%

Winner

WTV

+26.37%

UCON

+3.72%

5Y(CAGR)

Winner

WTV

+14.01%

UCON

+2.73%

10Y(CAGR)

Winner

WTV

+13.87%

UCON

+3.63%

Max(CAGR)

Winner

WTV

+13.87%

UCON

+3.63%

WTV vs UCON - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	WTV	UCON
2026	+15.48%	+0.69%
2025	+14.03%	+7.00%
2024	+23.99%	+4.90%
2023	+22.85%	+7.67%
2022	-8.18%	-5.72%
2021	+31.79%	+1.05%
2020	+5.42%	+6.67%
2019	+29.11%	+7.13%
2018	-8.58%	+1.11%
2017	+1.14%	N/A

WTV vs UCON Drawdown Comparison

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

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

The current WTV drawdown is -0.34%. The current UCON drawdown is -0.54%.

Rank	WTV	UCON
#1	-42.18% Jan 16, 2020 - Nov 23, 2020	-15.31% Mar 5, 2020 - Jul 2, 2020
#2	-20.53% Sep 21, 2018 - Apr 5, 2019	-9.60% Sep 14, 2021 - Dec 14, 2023
#3	-19.31% Jan 4, 2022 - Feb 1, 2023	-2.45% Feb 26, 2026 - Jun 29, 2026
#4	-18.49% Nov 29, 2024 - Jul 23, 2025	-1.70% Feb 1, 2024 - May 15, 2024
#5	-13.67% Feb 2, 2023 - Jul 12, 2023	-1.67% Sep 24, 2024 - Feb 24, 2025
#6	-10.43% Aug 1, 2023 - Dec 1, 2023	-1.53% Mar 3, 2025 - May 30, 2025
#7	-9.69% Jan 26, 2018 - Aug 27, 2018	-1.31% Jun 29, 2026 - Jul 23, 2026
#8	-9.24% May 3, 2019 - Jul 24, 2019	-1.12% Nov 9, 2018 - Jan 10, 2019
#9	-7.88% Jul 26, 2019 - Oct 24, 2019	-1.07% Feb 11, 2021 - May 26, 2021
#10	-7.15% Feb 10, 2026 - May 8, 2026	-0.96% Sep 4, 2019 - Oct 1, 2019
#11	-6.91% Jul 31, 2024 - Aug 23, 2024	-0.88% Feb 24, 2020 - Mar 3, 2020
#12	-6.24% Mar 28, 2024 - Jul 16, 2024	-0.87% Dec 28, 2023 - Jan 12, 2024
#13	-6.10% Nov 16, 2021 - Dec 29, 2021	-0.83% Oct 13, 2020 - Nov 5, 2020
#14	-4.91% Oct 27, 2025 - Dec 3, 2025	-0.75% Oct 28, 2025 - Nov 25, 2025
#15	-4.66% May 10, 2021 - Aug 3, 2021	-0.73% May 15, 2024 - Jun 4, 2024