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WTV vs DWM

WisdomTree U.S. Value Fund vs WisdomTree International Equity Fund

WTV

WisdomTree U.S. Value Fund

WisdomTree

Annual cost

0.12%

Fund size

$2.8B

DWM

WisdomTree International Equity Fund

WisdomTree

Annual cost

0.48%

Fund size

$663M

Key differences

  • WTV costs 0.36% less per year.
  • WTV is significantly larger than DWM — larger funds tend to be more liquid and less likely to close.
  • WTV covers north america markets; DWM covers global.
  • WTV follows a active selection strategy; DWM uses index tracking.
  • Over the last 3 years, WTV has delivered higher annualized returns.

Side-by-side comparison

WTVDWM
Annual cost (TER)0.12%0.48%
Fund size (AUM)$2.8B$663M
Since20072006
Dividend yield1.71%2.78%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+24.8%+22.3%
CAGR 3Y+22.8%+17.6%
CAGR 5Y+13.2%+10.2%
Sharpe 3Y1.200.95
Volatility 1Y11.94%14.24%
Max drawdown-42.18%-37.82%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to WTV and DWM