Compare · 2 funds side by side · dividends reinvested

WTV and IUSV

WTVWisdomTree×IUSViShares×

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 IUSV, 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%$3.3B1.4

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.6

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 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

WTV

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,016

$10,000 five years ago, dividends reinvested · they hold 20.9% in common

WTVMeasureIUSV

+16.5%Year to dateJan 1 → Nov 3+13.8%

+20.9%1 yearTotal return+16.1%

+24.7%3 years · per year$10,000 became $19,403 · $17,084+19.5%

+13.5%5 years · per year$10,000 became $18,829 · $17,016+11.2%

0.12%Expense ratio$12 · $4 a year on $10k · lower is better0.04%

2.00%Trailing 12-mo yield$200 · $164 a year on $10k1.64%

−7.1%Worst dropSmaller is better−6.4%

11.2%VolatilityLower is calmer9.6%

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

5–3WTV 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 IUSV: Top 5 Holdings

Today

WTV

11.6%in top 5

IUSV

in top 516.8%

WTVStockIUSV

not top 5AAPL7.8%

not top 5AMZN3.4%

3.2%NVDAnot top 5

2.5%CVX1.4%

not top 5XOM2.4%

2.2%CRMnot top 5

1.9%TGTnot top 5

1.8%MRKnot top 5

not top 5WMT1.7%

Held in common20.9%

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

WTV vs IUSV Returns, Every Period

WisdomTreeWTV

+13.5%

5 years, per year

IUSViShares

+11.2%

5 years, per year

WTVIUSVFaded: behind in that period

4–0WTV wins

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

WTV vs IUSV

YTD

WisdomTreeWTV

+16.5%

IUSViShares

+13.8%

+16.5%Year to date+13.8%

−7.1%Worst drop · 1Y−6.4%

11.2%Volatility · 1Y9.6%

2.0%Yield1.6%

$3.3BAssets$28.4B

2–2level

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

Cost, Income and Risk

Fees: WTV, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

WTV0.12%$12

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

Yields: WTV, IUSV

2.00%highest, WTV

FundTrailing yieldYield$10k

WTV2.00%$200

IUSV1.64%$164

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

Income After Fees on $10,000

$188most kept, WTV

WTV$200 − $12 = $188

IUSV$164 − $4 = $160

KeptFee

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

Overlap: WTV, IUSV

Today

20.9%most shared, WTV and IUSV

WTVIUSV

WTV—20.9%

IUSV20.9%—

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

Return vs Bumpiness: 2 ETFs

+20.9%WTV, at 11.2% volatility

IUSVWorst drop−6.4%9.6% vol

WTVWorst drop−7.1%11.2% vol

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

Paid More vs Made More

YTD

WTVIUSV

+16.5%Year to date+13.8%

2.0%Yield1.6%

+20.9%Past year+16.1%

0.12%Fee0.04%

3–1WTV wins

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