Screener
DTD vs WTV
WisdomTree U.S. Total Dividend Fund vs WisdomTree U.S. Value Fund
Key differences
- WTV costs 0.16% less per year.
- DTD follows a index tracking strategy; WTV uses active selection.
- Over the last 3 years, WTV has delivered higher annualized returns.
Side-by-side comparison
| DTD | WTV | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.12% |
| Fund size (AUM) | $1.6B | $2.8B |
| Since | 2006 | 2007 |
| Dividend yield | 1.86% | 1.71% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.1% | +24.8% |
| CAGR 3Y | +18.3% | +22.8% |
| CAGR 5Y | +11.8% | +13.2% |
| Sharpe 3Y | 1.18 | 1.20 |
| Volatility 1Y | 9.38% | 11.94% |
| Max drawdown | -37.29% | -42.18% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to DTD and WTV
Explore further