WisdomTree U.S. Value Fund (WTV) belongs to the Mid Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with WTV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WTV
WTV charges 0.12% annually. There are 4 ETFs in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value ETF | 0.05% | 37.20B | Aug 2006 | WTV vs VOE | |
| iShares Morningstar Mid-Cap ETF | 0.06% | 1.14B | Jun 2004 | WTV vs IMCV | |
| Research Affiliates Deletions ETF | 0.09% | 34.44M | Sep 2024 | WTV vs NIXT | |
| Vanguard S&P Mid-Cap 400 Value ETF | 0.10% | 1.50B | Sep 2010 | WTV vs IVOV | |
| Vanguard U.S. Value Factor ETF | 0.13% | 845.20M | Feb 2018 | WTV vs VFVA |
Best Risk-Adjusted Alternatives to WTV
WTV has a PortfoliosLab risk / return rank of 85. There are 12 ETFs in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Ultra Dividend Revenue ETF | 95 | 1.80B | Oct 2013 | WTV vs RDIV | |
| ProShares Equities for Rising Rates ETF | 94 | 33.00M | Jul 2017 | WTV vs EQRR | |
| Alpha Architect U.S. Quantitative Value ETF | 94 | 562.24M | Oct 2014 | WTV vs QVAL | |
| Bushido Capital US SMID Cap Equity ETF | 94 | — | May 2025 | WTV vs RNIN | |
| Vanguard U.S. Value Factor ETF | 92 | 845.20M | Feb 2018 | WTV vs VFVA |
Top Performing WTV Alternatives (YTD)
WTV is at 14.35% YTD. There are 24 ETFs in the Mid Cap Value Equities category with higher YTD returns, going as high as 30.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Bushido Capital US SMID Cap Equity ETF | 30.02% | — | May 2025 | WTV vs RNIN | |
| ProShares Equities for Rising Rates ETF | 29.00% | 33.00M | Jul 2017 | WTV vs EQRR | |
| Research Affiliates Deletions ETF | 26.32% | 34.44M | Sep 2024 | WTV vs NIXT | |
| Invesco S&P Ultra Dividend Revenue ETF | 22.74% | 1.80B | Oct 2013 | WTV vs RDIV | |
| Invesco High Yield Equity Dividend Achievers™ ETF | 21.78% | 1.13B | Dec 2004 | WTV vs PEY |
Lowest Volatility Alternatives to WTV
WTV has 11.73% 1-year volatility. There are 10 ETFs in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 10.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Value Line Dividend Index Fund | 10.14% | 8.29B | Aug 2003 | WTV vs FVD | |
| Global X Adaptive U.S. Factor ETF | 10.46% | 901.95M | Aug 2018 | WTV vs AUSF | |
| Global X SuperDividend U.S. ETF | 10.53% | 783.77M | Mar 2013 | WTV vs DIV | |
| Timothy Plan High Dividend Stock ETF | 10.66% | 358.75M | Apr 2019 | WTV vs TPHD | |
| SPDR S&P Dividend ETF | 10.77% | 23.53B | Nov 2005 | WTV vs SDY |
Lowest Drawdown Alternatives to WTV
WTV has a 1-year max drawdown of -7.15%. There are 13 ETFs in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.84%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Ultra Dividend Revenue ETF | -4.84% | 1.80B | Oct 2013 | WTV vs RDIV | |
| ProShares Equities for Rising Rates ETF | -4.95% | 33.00M | Jul 2017 | WTV vs EQRR | |
| Global X SuperDividend U.S. ETF | -5.13% | 783.77M | Mar 2013 | WTV vs DIV | |
| Bushido Capital US SMID Cap Equity ETF | -5.70% | — | May 2025 | WTV vs RNIN | |
| Global X Adaptive U.S. Factor ETF | -5.84% | 901.95M | Aug 2018 | WTV vs AUSF |
Other ETFs from WisdomTree
The 10 most viewed WisdomTree ETFs shown here include USFR, DGRW, GDE and span 14 categories. AUM among these funds goes as high as $18B.
Often Compared With WTV
Investors most often compare WTV with VTV, VOO, SCHD. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare WTV with Any Fund or Stock
Compare WTV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WTV with funds that move differently
WisdomTree U.S. Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WTV.
Explore WTV Diversifiers