WTV vs VRP

Comparison between WISDOMTREE U.S. VALUE FUND (WTV, ETF) and INVESCO VARIABLE RATE PREFERRED ETF (VRP, ETF).

5-Year PerformanceWTV has outperformed VRP, delivering a return of +14.1% compared to +4.1%

WTV vs VRP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTV(ETF)	VRP(ETF)
Net Assets	$2.90B	$3B
Expense Ratio	0.12%	0.50%
Max Drawdown	42.18%	46.22%
Sharpe Ratio	1.47	0.40
5Y Beta	0.79	0.15
P/E Ratio	21.30	N/A
Forward P/E	14.17	N/A
PEG Ratio	0.44	N/A
5Y Dividends CAGR	19.62%	6.05%
5Y EPS CAGR	16.66%	N/A
Debt to Equity	19.65%	N/A
P/S Ratio	1.56	N/A
P/B Ratio	2.66	N/A

Net Assets

WTV

$2.90B

Winner

VRP

$3B

Expense Ratio

Winner

WTV

0.12%

VRP

0.50%

Max Drawdown

Winner

WTV

42.18%

VRP

46.22%

Sharpe Ratio

Winner

WTV

1.47

VRP

0.40

5Y Beta

WTV

0.79

Winner

VRP

0.15

P/E Ratio

WTV

21.30

VRP

N/A

Forward P/E

WTV

14.17

VRP

N/A

PEG Ratio

WTV

0.44

VRP

N/A

5Y Dividends CAGR

Winner

WTV

19.62%

VRP

6.05%

5Y EPS CAGR

WTV

16.66%

VRP

N/A

Debt to Equity

WTV

19.65%

VRP

N/A

P/S Ratio

WTV

1.56

VRP

N/A

P/B Ratio

WTV

2.66

VRP

N/A

WTV vs VRP - Historical Returns

Returns include dividend reinvestment.

Period	WTV	VRP
1 month	+3.69%	-0.25%
3 months	+8.85%	+0.33%
6 months	+12.05%	+1.22%
1 year	+22.41%	+5.08%
5 years(CAGR)	+14.14%	+4.11%
10 years(CAGR)	+13.75%	+4.90%
Max(CAGR)	+13.75%	+5.03%

Winner

WTV

+3.69%

VRP

-0.25%

Winner

WTV

+8.85%

VRP

+0.33%

Winner

WTV

+12.05%

VRP

+1.22%

Winner

WTV

+22.41%

VRP

+5.08%

5Y(CAGR)

Winner

WTV

+14.14%

VRP

+4.11%

10Y(CAGR)

Winner

WTV

+13.75%

VRP

+4.90%

Max(CAGR)

Winner

WTV

+13.75%

VRP

+5.03%

WTV vs VRP - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	WTV	VRP
2026	+14.07%	+1.85%
2025	+14.03%	+7.07%
2024	+23.99%	+11.29%
2023	+22.85%	+10.49%
2022	-8.18%	-9.00%
2021	+31.79%	+4.93%
2020	+5.42%	+4.79%
2019	+29.11%	+18.32%
2018	-8.58%	-6.37%
2017	+1.14%	+8.94%
2016	N/A	+6.93%
2015	N/A	+2.65%
2014	N/A	+1.81%

WTV vs VRP Drawdown Comparison

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

The maximum drawdown for VRP was -46.04%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current VRP drawdown is -0.70%.

Rank	WTV	VRP
#1	-42.18% Jan 16, 2020 - Nov 23, 2020	-46.04% Feb 12, 2020 - Nov 16, 2020
#2	-20.53% Sep 21, 2018 - Apr 5, 2019	-13.76% Sep 22, 2021 - Jan 10, 2024
#3	-19.31% Jan 4, 2022 - Feb 1, 2023	-9.04% Aug 31, 2018 - Mar 1, 2019
#4	-18.49% Nov 29, 2024 - Jul 23, 2025	-7.54% Apr 24, 2015 - Apr 22, 2016
#5	-13.67% Feb 2, 2023 - Jul 12, 2023	-5.38% Sep 6, 2016 - Feb 7, 2017
#6	-10.43% Aug 1, 2023 - Dec 1, 2023	-4.26% Feb 28, 2025 - May 16, 2025
#7	-9.69% Jan 26, 2018 - Aug 27, 2018	-2.89% Feb 24, 2026 - Apr 20, 2026
#8	-9.24% May 3, 2019 - Jul 24, 2019	-2.43% Oct 23, 2017 - Aug 31, 2018
#9	-7.88% Jul 26, 2019 - Oct 24, 2019	-1.88% Jul 18, 2024 - Aug 15, 2024
#10	-7.15% Feb 10, 2026 - May 8, 2026	-1.72% Mar 22, 2024 - May 2, 2024
#11	-6.91% Jul 31, 2024 - Aug 23, 2024	-1.71% Aug 29, 2014 - Jan 26, 2015
#12	-6.24% Mar 28, 2024 - Jul 16, 2024	-1.67% Feb 9, 2021 - Mar 31, 2021
#13	-6.10% Nov 16, 2021 - Dec 29, 2021	-1.55% Jan 3, 2025 - Feb 5, 2025
#14	-4.91% Oct 27, 2025 - Dec 3, 2025	-1.41% Feb 27, 2017 - Mar 30, 2017
#15	-4.66% May 10, 2021 - Aug 3, 2021	-1.41% Aug 3, 2017 - Oct 23, 2017

Correlation

Correlation between WTV and VRP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2014 - 2026)

WTV vs VRP dividend yield comparison.

Year	WTV	VRP
2026	1.04%	2.76%
2025	1.59%	6.53%
2024	1.54%	5.78%
2023	1.62%	6.61%
2022	2.08%	5.38%
2021	1.55%	4.25%
2020	1.63%	4.17%
2019	1.44%	4.71%
2018	1.94%	5.28%
2017	0.41%	4.69%
2016	0.00%	5.10%
2015	0.00%	5.02%
2014	0.00%	3.04%