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