Compare · 2 funds side by side · dividends reinvested

WTV and VONV

WTVWisdomTree×VONVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,559WTV · best of the two

02 / 04

WTV and VONV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Russell 1000 Value ETFUS Stock Styles · Value0.06%1.49%+27.6%+32.2%+24.6%+12.4%−6.8%11.3%$21.7B1.4

WisdomTree U.S. Value FundUS Stock Styles · Value0.12%1.95%+19.4%+24.2%+25.4%+14.4%−7.1%11.4%$3.3B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: WTV 2007 · VONV 2010

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Value Fund · $3.3B$19,559

WTV

VONV

Vanguard Russell 1000 Value ETF · $21.7B$17,976

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

WTVMeasureVONV

+19.4%Year to dateJan 1 → Nov 4+27.6%

+24.2%1 yearTotal return+32.2%

+25.4%3 years · per year$10,000 became $19,742 · $19,351+24.6%

+14.4%5 years · per year$10,000 became $19,559 · $17,976+12.4%

0.12%Expense ratio$12 · $6 a year on $10k · lower is better0.06%

1.95%Trailing 12-mo yield$195 · $149 a year on $10k1.49%

−7.1%Worst dropSmaller is better−6.8%

11.4%VolatilityLower is calmer11.3%

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

3–5VONV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WTV vs VONV: Top 5 Holdings

Today

WTV

11.6%in top 5

VONV

in top 522.3%

WTVStockVONV

not top 5AMZN6.1%

not top 5AAPL6.1%

not top 5MSFT5.2%

3.2%NVDAnot top 5

not top 5BRK-B2.5%

2.5%CVXnot top 5

not top 5JPM2.4%

2.2%CRMnot top 5

1.9%TGTnot top 5

1.8%MRKnot top 5

Held in common21.1%

End-of-day Nov 4, 2026 · share of each fund

WTV vs VONV Returns, Every Period

WisdomTreeWTV

+14.4%

5 years, per year

VONVVanguard

+12.4%

5 years, per year

WTVVONVFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

WTV vs VONV

YTD

WisdomTreeWTV

+19.4%

VONVVanguard

+27.6%

+19.4%Year to date+27.6%

−7.1%Worst drop · 1Y−6.8%

11.4%Volatility · 1Y11.3%

1.9%Yield1.5%

$3.3BAssets$21.7B

3–1VONV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WTV, VONV

Today

0.06%lowest, VONV

FundExpense ratioFee$10k

VONV0.06%$6

WTV0.12%$12

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: WTV, VONV

1.95%highest, WTV

FundTrailing yieldYield$10k

WTV1.95%$195

VONV1.49%$149

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, WTV

WTV$195 − $12 = $183

VONV$149 − $6 = $143

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: WTV, VONV

Today

21.1%most shared, WTV and VONV

WTVVONV

WTV—21.1%

VONV21.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.2%VONV, at 11.3% volatility

VONVWorst drop−6.8%11.3% vol

WTVWorst drop−7.1%11.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

WTVVONV

+19.4%Year to date+27.6%

1.9%Yield1.5%

+24.2%Past year+32.2%

0.12%Fee0.06%

3–1VONV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026