WTV vs USCL
Comparison between WISDOMTREE U.S. VALUE FUND (WTV, ETF) and ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF).
WTV vs USCL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTV
$3B
USCL
$3B
Expense Ratio
WTV
0.12%
Winner
USCL
0.08%
Max Drawdown
WTV
42.18%
Winner
USCL
19.23%
Sharpe Ratio
Winner
WTV
1.62
USCL
0.99
5Y Beta
Winner
WTV
0.80
USCL
0.96
P/E Ratio
Winner
WTV
21.87
USCL
29.55
Forward P/E
Winner
WTV
13.94
USCL
23.46
PEG Ratio
WTV
0.35
USCL
N/A
5Y Dividends CAGR
WTV
17.94%
USCL
N/A
5Y EPS CAGR
WTV
16.92%
Winner
USCL
30.32%
Debt to Equity
Winner
WTV
-67.58%
USCL
41.10%
P/S Ratio
Winner
WTV
1.30
USCL
4.58
P/B Ratio
Winner
WTV
2.50
USCL
6.90
WTV vs USCL - Holdings Comparison
WTV and USCL have 52 common holdings. Overlap is 9.85%
WTV's top 25 holdings weight is 39.63%. USCL's top 25 holdings weight is 56.92%.
| Rank | WTV | USCL |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.63% | NVIDIA CORP (NVDA) - 9.66% |
| #2 | n/a (DELL) - 2.97% | APPLE INC (AAPL) - 8.39% |
| #3 | CISCO SYSTEMS INC (CSCO) - 2.26% | MICROSOFT CORP (MSFT) - 6.06% |
| #4 | ZOOM COMMUNICATIONS INC (ZM) - 2.16% | AMAZON.COM INC (AMZN) - 4.72% |
| #5 | SALESFORCE INC (CRM) - 2.05% | ALPHABET INC CLASS A (GOOGL) - 4.09% |
| #6 | CITIGROUP INC (C) - 1.69% | BROADCOM INC (AVGO) - 3.86% |
| #7 | TARGET CORP (TGT) - 1.61% | ALPHABET INC CLASS C (GOOG) - 3.21% |
| #8 | SOUTHWEST AIRLINES CO (LUV) - 1.51% | META PLATFORMS INC CLASS A (META) - 2.46% |
| #9 | QUALCOMM INC (QCOM) - 1.49% | TESLA INC (TSLA) - 2.18% |
| #10 | DAVITA INC (DVA) - 1.43% | ELI LILLY AND CO (LLY) - 1.62% |
| #11 | VIATRIS INC (VTRS) - 1.38% | ADVANCED MICRO DEVICES INC (AMD) - 1.55% |
| #12 | MORGAN STANLEY (MS) - 1.36% | JPMORGAN CHASE & CO (JPM) - 1.11% |
| #13 | META PLATFORMS INC CLASS A (META) - 1.34% | VISA INC CLASS A (V) - 1.01% |
| #14 | ALTRIA GROUP INC (MO) - 1.32% | JOHNSON & JOHNSON (JNJ) - 1.00% |
| #15 | VERIZON COMMUNICATIONS INC (VZ) - 1.31% | WALMART INC (WMT) - 0.94% |
| #16 | ADOBE INC (ADBE) - 1.28% | CISCO SYSTEMS INC (CSCO) - 0.89% |
| #17 | SLB LTD (SLB) - 1.25% | MASTERCARD INC CLASS A (MA) - 0.76% |
| #18 | MERCK & CO INC (MRK) - 1.24% | ABBVIE INC (ABBV) - 0.70% |
| #19 | THE MOSAIC CO (MOS) - 1.22% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.69% |
| #20 | RYDER SYSTEM INC (R) - 1.21% | NETFLIX INC (NFLX) - 0.67% |
| #21 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.20% | BLACKROCK INC (BLK) - 0.28% |
| #22 | BALL CORP (BALL) - 1.19% | PFIZER INC (PFE) - 0.27% |
| #23 | THE KRAFT HEINZ CO (KHC) - 1.19% | SERVICENOW INC (NOW) - 0.27% |
| #24 | SKYWORKS SOLUTIONS INC (SWKS) - 1.18% | CHARLES SCHWAB CORP (SCHW) - 0.27% |
| #25 | EDISON INTERNATIONAL (EIX) - 1.16% | WESTERN DIGITAL CORP (WDC) - 0.26% |
| Total Holdings | 118 | 367 |
WTV vs USCL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WTV
+4.23%
USCL
+0.25%
3M
Winner
WTV
+10.05%
USCL
+9.35%
6M
Winner
WTV
+10.71%
USCL
+4.78%
1Y
Winner
WTV
+24.64%
USCL
+16.16%
5Y(CAGR)
WTV
+13.32%
USCL
N/A
10Y(CAGR)
WTV
+13.57%
USCL
N/A
Max(CAGR)
WTV
+13.57%
Winner
USCL
+19.53%
WTV vs USCL - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | WTV | USCL |
|---|---|---|
| 2026 | +10.74% | +4.85% |
| 2025 | +14.03% | +14.58% |
| 2024 | +23.99% | +27.52% |
| 2023 | +22.85% | +12.72% |
| 2022 | -8.18% | N/A |
| 2021 | +31.79% | N/A |
| 2020 | +5.42% | N/A |
| 2019 | +29.11% | N/A |
| 2018 | -8.58% | N/A |
| 2017 | +1.14% | N/A |
WTV vs USCL Drawdown Comparison
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The maximum drawdown for USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current USCL drawdown is -3.12%.
| Rank | WTV | USCL |
|---|---|---|
| #1 | -42.18% Jan 16, 2020 - Nov 23, 2020 | -18.99% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -20.53% Sep 21, 2018 - Apr 5, 2019 | -10.24% Jan 12, 2026 - Apr 17, 2026 |
| #3 | -19.31% Jan 4, 2022 - Feb 1, 2023 | -10.00% Jul 31, 2023 - Nov 30, 2023 |
| #4 | -18.49% Nov 29, 2024 - Jul 23, 2025 | -8.58% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -13.67% Feb 2, 2023 - Jul 12, 2023 | -5.61% Oct 28, 2025 - Dec 24, 2025 |
| #6 | -10.43% Aug 1, 2023 - Dec 1, 2023 | -5.42% Mar 28, 2024 - May 15, 2024 |
| #7 | -9.69% Jan 26, 2018 - Aug 27, 2018 | -4.87% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -9.24% May 3, 2019 - Jul 24, 2019 | -4.69% Dec 11, 2024 - Jan 30, 2025 |
| #9 | -7.88% Jul 26, 2019 - Oct 24, 2019 | -2.57% Oct 8, 2025 - Oct 24, 2025 |
| #10 | -7.15% Feb 10, 2026 - May 8, 2026 | -2.45% Jun 15, 2023 - Jun 30, 2023 |
| #11 | -6.91% Jul 31, 2024 - Aug 23, 2024 | -2.44% Jul 25, 2025 - Aug 13, 2025 |
| #12 | -6.24% Mar 28, 2024 - Jul 16, 2024 | -2.39% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -6.10% Nov 16, 2021 - Dec 29, 2021 | -2.19% Nov 11, 2024 - Nov 26, 2024 |
| #14 | -4.91% Oct 27, 2025 - Dec 3, 2025 | -1.82% Jan 29, 2024 - Feb 2, 2024 |
| #15 | -4.66% May 10, 2021 - Aug 3, 2021 | -1.81% Dec 28, 2023 - Jan 10, 2024 |
Correlation
Correlation between WTV and USCL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2017 - 2026)
WTV vs USCL dividend yield comparison.
| Year | WTV | USCL |
|---|---|---|
| 2026 | 0.50% | 0.28% |
| 2025 | 1.59% | 1.10% |
| 2024 | 1.54% | 1.18% |
| 2023 | 1.62% | 0.85% |
| 2022 | 2.08% | 0.00% |
| 2021 | 1.55% | 0.00% |
| 2020 | 1.63% | 0.00% |
| 2019 | 1.44% | 0.00% |
| 2018 | 1.94% | 0.00% |
| 2017 | 0.41% | 0.00% |
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