Compare · 3 funds side by side · dividends reinvested

WTV, VTV and VOO

WTVWisdomTree×VTVVanguard×VOOVanguard×

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

02 / 04

WTV, VTV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+25.0%+22.7%+12.3%−6.4%10.1%$184B1.5

WisdomTree U.S. Value FundUS Stock Styles · Value0.12%2.00%+16.5%+20.9%+24.7%+13.5%−7.1%11.2%$3.3B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.6

Rank among the three1st → 3rdFee, 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 · VTV 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

WTV

VTV

Vanguard Morningstar Value ETF · $184B$17,842

$10,000 five years ago, dividends reinvested · they hold 26.0% in common

WTVMeasureVTV

+16.5%Year to dateJan 1 → Nov 3+21.0%

+20.9%1 yearTotal return+25.0%

+24.7%3 years · per year$10,000 became $19,403 · $18,466+22.7%

+13.5%5 years · per year$10,000 became $18,829 · $17,842+12.3%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

2.00%Trailing 12-mo yield$200 · $183 a year on $10k1.83%

−7.1%Worst dropSmaller is better−6.4%

11.2%VolatilityLower is calmer10.1%

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

3–5VTV 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 VTV: Top 5 Holdings

Today

WTV

11.6%in top 5

VTV

in top 515.8%

WTVStockVTV

not top 5MU4.6%

not top 5JPM3.3%

3.2%NVDAnot top 5

not top 5BRK-B2.9%

not top 5XOM2.6%

2.5%CVXnot top 5

not top 5JNJ2.4%

2.2%CRMnot top 5

1.9%TGTnot top 5

1.8%MRKnot top 5

Held in common26.0%

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

WTV vs VTV Returns, Every Period

WisdomTreeWTV

+13.5%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

WTVVTVFaded: behind in that period

2–2Level

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

WTV vs VTV

YTD

WisdomTreeWTV

+16.5%

VTVVanguard

+21.0%

+16.5%Year to date+21.0%

−7.1%Worst drop · 1Y−6.4%

11.2%Volatility · 1Y10.1%

2.0%Yield1.8%

$3.3BAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: WTV, VTV, VOO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VOO0.03%$3

WTV0.12%$12

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

Yields: WTV, VTV, VOO

2.00%highest, WTV

FundTrailing yieldYield$10k

WTV2.00%$200

VTV1.83%$183

VOO1.07%$107

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

Income After Fees on $10,000

$188most kept, WTV

WTV$200 − $12 = $188

VTV$183 − $3 = $180

VOO$107 − $3 = $104

KeptFee

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

Overlap: WTV, VTV, VOO

Today

41.1%most shared, VTV and VOO

WTVVTVVOO

WTV—26.0%18.0%

VTV26.0%—41.1%

VOO18.0%41.1%—

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

Return vs Bumpiness: 3 ETFs

+25.0%VTV, at 10.1% volatility

VTVWorst drop−6.4%10.1% vol

WTVWorst drop−7.1%11.2% vol

VOOWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

WTVVTV

+16.5%Year to date+21.0%

2.0%Yield1.8%

+20.9%Past year+25.0%

0.12%Fee0.03%

3–1VTV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026