WTV vs XSMO
Comparison between WISDOMTREE U.S. VALUE FUND (WTV, ETF) and INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF).
5-Year PerformanceXSMO has outperformed WTV, delivering a return of +13.1% compared to +12.7%
WTV vs XSMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTV
$2.80B
XSMO
$2.80B
Expense Ratio
Winner
WTV
0.12%
XSMO
0.36%
Max Drawdown
Winner
WTV
42.18%
XSMO
58.06%
Sharpe Ratio
WTV
1.54
Winner
XSMO
1.64
5Y Beta
Winner
WTV
0.81
XSMO
1.06
P/E Ratio
Winner
WTV
20.50
XSMO
35.13
Forward P/E
Winner
WTV
13.79
XSMO
19.74
PEG Ratio
WTV
0.38
XSMO
N/A
5Y Dividends CAGR
Winner
WTV
17.94%
XSMO
8.36%
5Y EPS CAGR
WTV
16.79%
Winner
XSMO
23.41%
Debt to Equity
WTV
-19.14%
XSMO
N/A
P/S Ratio
WTV
1.27
Winner
XSMO
1.15
P/B Ratio
Winner
WTV
2.40
XSMO
2.88
WTV vs XSMO - Holdings Comparison
WTV and XSMO have 0 common holdings. Overlap is 0.00%
WTV's top 25 holdings weight is 37.46%. XSMO's top 25 holdings weight is 47.84%.
| Rank | WTV | XSMO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.35% | VIAVI SOLUTIONS INC (VIAV) - 4.04% |
| #2 | ZOOM COMMUNICATIONS INC (ZM) - 2.20% | PRIMORIS SERVICES CORP (PRIM) - 3.40% |
| #3 | SALESFORCE INC (CRM) - 2.00% | VIASAT INC (VSAT) - 3.39% |
| #4 | TARGET CORP (TGT) - 1.75% | ESCO TECHNOLOGIES INC (ESE) - 2.77% |
| #5 | CISCO SYSTEMS INC (CSCO) - 1.74% | SANMINA CORP (SANM) - 2.52% |
| #6 | CITIGROUP INC (C) - 1.73% | FORMFACTOR INC (FORM) - 2.34% |
| #7 | n/a (DELL) - 1.54% | POWELL INDUSTRIES INC (POWL) - 2.15% |
| #8 | SOUTHWEST AIRLINES CO (LUV) - 1.48% | KRYSTAL BIOTECH INC (KRYS) - 2.04% |
| #9 | ALTRIA GROUP INC (MO) - 1.46% | MYR GROUP INC (MYRG) - 1.94% |
| #10 | VIATRIS INC (VTRS) - 1.43% | n/a (INDV) - 1.88% |
| #11 | META PLATFORMS INC CLASS A (META) - 1.41% | STONEX GROUP INC (SNEX) - 1.77% |
| #12 | VERIZON COMMUNICATIONS INC (VZ) - 1.36% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.75% |
| #13 | BALL CORP (BALL) - 1.33% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.73% |
| #14 | ADOBE INC (ADBE) - 1.30% | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.62% |
| #15 | SLB LTD (SLB) - 1.29% | MERCURY SYSTEMS INC (MRCY) - 1.61% |
| #16 | THE MOSAIC CO (MOS) - 1.27% | GRANITE CONSTRUCTION INC (GVA) - 1.57% |
| #17 | MERCK & CO INC (MRK) - 1.27% | PLEXUS CORP (PLXS) - 1.42% |
| #18 | DAVITA INC (DVA) - 1.25% | LIGAND PHARMACEUTICALS INC (LGND) - 1.32% |
| #19 | MORGAN STANLEY (MS) - 1.25% | n/a (MSGS) - 1.29% |
| #20 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.24% | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.27% |
| #21 | THE KRAFT HEINZ CO (KHC) - 1.20% | PRICESMART INC (PSMT) - 1.26% |
| #22 | RYDER SYSTEM INC (R) - 1.18% | INSTALLED BUILDING PRODUCTS INC (IBP) - 1.25% |
| #23 | EDISON INTERNATIONAL (EIX) - 1.17% | PTC THERAPEUTICS INC (PTCT) - 1.19% |
| #24 | SKYWORKS SOLUTIONS INC (SWKS) - 1.13% | PAR PACIFIC HOLDINGS INC (PARR) - 1.16% |
| #25 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.13% | DANA INC (DAN) - 1.16% |
| Total Holdings | 118 | 115 |
WTV vs XSMO - Historical Returns
Returns include dividend reinvestment.
1M
WTV
+4.17%
Winner
XSMO
+7.11%
3M
WTV
-0.60%
Winner
XSMO
+9.10%
6M
WTV
+10.36%
Winner
XSMO
+21.40%
1Y
WTV
+20.90%
Winner
XSMO
+33.96%
5Y(CAGR)
WTV
+12.72%
Winner
XSMO
+13.14%
10Y(CAGR)
WTV
+13.18%
Winner
XSMO
+15.21%
Max(CAGR)
Winner
WTV
+13.18%
XSMO
+9.23%
WTV vs XSMO - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | WTV | XSMO |
|---|---|---|
| 2026 | +6.36% | +20.31% |
| 2025 | +14.03% | +9.64% |
| 2024 | +23.99% | +18.82% |
| 2023 | +22.85% | +23.37% |
| 2022 | -8.18% | -16.09% |
| 2021 | +31.79% | +19.52% |
| 2020 | +5.42% | +22.10% |
| 2019 | +29.11% | +28.40% |
| 2018 | -8.58% | -3.68% |
| 2017 | +1.14% | +23.53% |
| 2016 | N/A | +10.82% |
| 2015 | N/A | +1.08% |
| 2014 | N/A | +7.32% |
| 2013 | N/A | +29.71% |
| 2012 | N/A | +12.85% |
| 2011 | N/A | -2.88% |
| 2010 | N/A | +24.08% |
| 2009 | N/A | +16.24% |
| 2008 | N/A | -37.12% |
| 2007 | N/A | -1.08% |
| 2006 | N/A | +4.67% |
| 2005 | N/A | +10.69% |
WTV vs XSMO Drawdown Comparison
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The maximum drawdown for XSMO was -58.06%, occurring on Mar 9, 2009. Recovery took 1389 trading sessions.
The current WTV drawdown is -0.72%. The current XSMO drawdown is -0.86%.
| Rank | WTV | XSMO |
|---|---|---|
| #1 | -42.18% Jan 16, 2020 - Nov 23, 2020 | -58.06% Jul 19, 2007 - Jan 24, 2013 |
| #2 | -20.53% Sep 21, 2018 - Apr 5, 2019 | -39.38% Feb 13, 2020 - Sep 2, 2020 |
| #3 | -19.31% Jan 4, 2022 - Feb 1, 2023 | -29.63% Nov 9, 2021 - Mar 21, 2024 |
| #4 | -18.49% Nov 29, 2024 - Jul 23, 2025 | -29.47% Aug 31, 2018 - Jan 16, 2020 |
| #5 | -13.67% Feb 2, 2023 - Jul 12, 2023 | -29.30% Jun 23, 2015 - Feb 15, 2017 |
| #6 | -10.43% Aug 1, 2023 - Dec 1, 2023 | -24.77% Nov 25, 2024 - Sep 4, 2025 |
| #7 | -9.69% Jan 26, 2018 - Aug 27, 2018 | -20.97% May 5, 2006 - Jul 12, 2007 |
| #8 | -9.24% May 3, 2019 - Jul 24, 2019 | -15.22% Feb 12, 2021 - Jun 8, 2021 |
| #9 | -7.88% Jul 26, 2019 - Oct 24, 2019 | -12.39% Jul 1, 2014 - Feb 13, 2015 |
| #10 | -7.15% Feb 10, 2026 - May 8, 2026 | -10.72% Jun 8, 2021 - Oct 25, 2021 |
| #11 | -6.91% Jul 31, 2024 - Aug 23, 2024 | -10.31% Jul 31, 2024 - Oct 14, 2024 |
| #12 | -6.24% Mar 28, 2024 - Jul 16, 2024 | -9.43% Mar 7, 2005 - Jun 6, 2005 |
| #13 | -6.10% Nov 16, 2021 - Dec 29, 2021 | -8.94% Jan 26, 2018 - Mar 7, 2018 |
| #14 | -4.91% Oct 27, 2025 - Dec 3, 2025 | -8.89% Feb 9, 2026 - Apr 8, 2026 |
| #15 | -4.66% May 10, 2021 - Aug 3, 2021 | -8.41% Oct 15, 2020 - Nov 5, 2020 |
Correlation
Correlation between WTV and XSMO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2009 - 2026)
WTV vs XSMO dividend yield comparison.
| Year | WTV | XSMO |
|---|---|---|
| 2026 | 0.52% | 0.14% |
| 2025 | 1.59% | 0.75% |
| 2024 | 1.54% | 0.63% |
| 2023 | 1.62% | 0.96% |
| 2022 | 2.08% | 1.19% |
| 2021 | 1.55% | 0.30% |
| 2020 | 1.63% | 0.82% |
| 2019 | 1.44% | 0.69% |
| 2018 | 1.94% | 0.66% |
| 2017 | 0.41% | 0.27% |
| 2016 | 0.00% | 0.30% |
| 2015 | 0.00% | 0.35% |
| 2014 | 0.00% | 1.31% |
| 2013 | 0.00% | 0.91% |
| 2012 | 0.00% | 0.70% |
| 2009 | 0.00% | 0.69% |
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