Screener
QGRW vs WTV
Wisdomtree U.S. Quality Growth Fund vs WisdomTree U.S. Value Fund
Key differences
- WTV costs 0.16% less per year.
- QGRW follows a index tracking strategy; WTV uses active selection.
- Over the last 3 years, QGRW has delivered higher annualized returns.
- WTV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| QGRW | WTV | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.12% |
| Fund size (AUM) | $2.3B | $2.8B |
| Since | 2022 | 2007 |
| Dividend yield | 0.08% | 1.71% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +35.2% | +24.8% |
| CAGR 3Y | +30.5% | +22.8% |
| CAGR 5Y | N/A | +13.2% |
| Sharpe 3Y | 1.20 | 1.20 |
| Volatility 1Y | 17.43% | 11.94% |
| Max drawdown | -24.40% | -42.18% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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