Compare · 2 funds side by side · dividends reinvested

WTV and DFAT

WTVWisdomTree×DFATDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,829WTV · best of the two

02 / 04

WTV and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. Value FundUS Stock Styles · Value0.12%2.00%+16.5%+20.9%+24.7%+13.5%−7.1%11.2%$3.3B1.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.1%+25.0%+19.7%+10.0%−9.6%14.3%$31.7B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: WTV 2007 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Value Fund · $3.3B$18,829

WTV

DFAT

Dimensional - US Targeted Value ETF · $31.7B$16,134

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

WTVMeasureDFAT

+16.5%Year to dateJan 1 → Nov 3+19.1%

+20.9%1 yearTotal return+25.0%

+24.7%3 years · per year$10,000 became $19,403 · $17,168+19.7%

+13.5%5 years · per year$10,000 became $18,829 · $16,134+10.0%

0.12%Expense ratio$12 · $31 a year on $10k · lower is better0.31%

2.00%Trailing 12-mo yield$200 · $133 a year on $10k1.33%

−7.1%Worst dropSmaller is better−9.6%

11.2%VolatilityLower is calmer14.3%

WTVDFAT Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2WTV wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WTV vs DFAT: Top 5 Holdings

Today

WTV

11.6%in top 5

DFAT

in top 53.7%

WTVStockDFAT

3.2%NVDAnot top 5

2.5%CVXnot top 5

2.2%CRMnot top 5

1.9%TGTnot top 5

1.8%MRKnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5APA0.7%

not top 5CNH0.7%

not top 5TOL0.7%

Held in common4.7%

End-of-day Nov 3, 2026 · share of each fund

WTV vs DFAT Returns, Every Period

WisdomTreeWTV

+13.5%

5 years, per year

DFATDimensional

+10.0%

5 years, per year

WTVDFATFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

WTV vs DFAT

YTD

WisdomTreeWTV

+16.5%

DFATDimensional

+19.1%

+16.5%Year to date+19.1%

−7.1%Worst drop · 1Y−9.6%

11.2%Volatility · 1Y14.3%

2.0%Yield1.3%

$3.3BAssets$31.7B

3–1WTV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WTV, DFAT

Today

0.12%lowest, WTV

FundExpense ratioFee$10k

WTV0.12%$12

DFAT0.31%$31

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: WTV, DFAT

2.00%highest, WTV

FundTrailing yieldYield$10k

WTV2.00%$200

DFAT1.33%$133

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$188most kept, WTV

WTV$200 − $12 = $188

DFAT$133 − $31 = $102

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: WTV, DFAT

Today

4.7%most shared, WTV and DFAT

WTVDFAT

WTV—4.7%

DFAT4.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.0%DFAT, at 14.3% volatility

WTVWorst drop−7.1%11.2% vol

DFATWorst drop−9.6%14.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

WTVDFAT

+16.5%Year to date+19.1%

2.0%Yield1.3%

+20.9%Past year+25.0%

0.12%Fee0.31%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026