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FLXR vs WTV

TCW Flexible Income ETF vs WisdomTree U.S. Value Fund

FLXR

TCW Flexible Income ETF

Annual cost

0.40%

Fund size

$3.0B

WTV

WisdomTree U.S. Value Fund

Annual cost

0.12%

Fund size

$2.8B

Key differences

  • WTV costs 0.28% less per year.
  • FLXR is classified as mixed asset, while WTV is equity — different risk/return profiles.
  • FLXR covers global markets; WTV covers north america.
  • WTV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FLXRWTV
Annual cost (TER)0.40%0.12%
Fund size (AUM)$3.0B$2.8B
Since20182007
Dividend yield5.66%1.71%
Asset classmixed assetequity
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+6.4%+25.6%
CAGR 3YN/A+22.7%
CAGR 5YN/A+13.6%
Sharpe 3YN/A1.19
Volatility 1Y2.27%11.93%
Max drawdown-1.94%-42.18%

Similar to FLXR and WTV