WTV vs VTV

AWTV

BVTV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,829WTV · VTV $17,842

Lowest cost0.03%VTV · $3 on $10k

Most income2.00%WTV · $200 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common26.0%WTV and VTV

WTV

VTV

WisdomTree U.S. Value Fund · $3.3BVanguard Morningstar Value ETF · $184B

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

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

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

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

−7.1%Worst dropSmaller wins−6.4%

11.2%VolatilityLower wins10.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWTV · VTV

2.5%CVX1.5%

1.7%CSCO1.4%

1.8%MRK1.4%

1.2%UNH1.2%

Held in common26.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AWTV	WisdomTree U.S. Value FundRead Desk	0.12%	2.00%	−0.6%	+16.5%	+20.9%	+24.7%	+13.5%	−7.1%	$3.3B
2	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AWTV	WisdomTree U.S. Value FundRead Desk	0.12%	2.00%	−0.6%	+16.5%	+20.9%	+24.7%	+13.5%	−7.1%	$3.3B
2	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WTV vs VTV

WTV

WisdomTree U.S. Value Fund

$18,829

VTV

Vanguard Morningstar Value

$17,842

MeasureWTVVTV

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield2.00%1.83%

5 years, per year+13.5%+12.3%

3 years, per year+24.7%+22.7%

Worst drop · 1Y−7.1%−6.4%

Volatility · 1Y11.2%10.1%

3–3measures won
level

26.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

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

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