TMVE vs. WTV
TMVE (Thrivent Mid Cap Value ETF) and WTV (WisdomTree U.S. Value Fund) are both Mid Cap Value Equities funds. TMVE is passively managed, while WTV is actively managed. Their correlation of 0.84 suggests significant overlap in exposure. TMVE charges 0.55%/yr vs 0.12%/yr for WTV.
Performance
TMVE vs. WTV - Performance Comparison
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Returns By Period
In the year-to-date period, TMVE achieves a 17.76% return, which is significantly higher than WTV's 9.70% return.
TMVE
- 1D
- 0.28%
- 1M
- 3.58%
- YTD
- 17.76%
- 6M
- 16.46%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WTV
- 1D
- 0.22%
- 1M
- -0.07%
- YTD
- 9.70%
- 6M
- 8.81%
- 1Y
- 23.03%
- 3Y*
- 21.15%
- 5Y*
- 13.53%
- 10Y*
- —
TMVE vs. WTV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TMVE Thrivent Mid Cap Value ETF | 17.76% | 6.04% |
WTV WisdomTree U.S. Value Fund | 9.70% | 3.70% |
Correlation
The correlation between TMVE and WTV is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 17, 2025 | 0.84 |
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Return for Risk
TMVE vs. WTV — Risk / Return Rank
TMVE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
WTV
TMVE vs. WTV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Mid Cap Value ETF (TMVE) and WisdomTree U.S. Value Fund (WTV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TMVE | WTV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.35 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.24 | — |
| Martin ratioReturn relative to average drawdown | — | 10.49 | — |
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Drawdowns
TMVE vs. WTV - Drawdown Comparison
The maximum TMVE drawdown since its inception was -8.21%, smaller than the maximum WTV drawdown of -42.18%. Use the drawdown chart below to compare losses from any high point for TMVE and WTV.
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Drawdown Indicators
| TMVE | WTV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.21% | -42.18% | +33.97% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.15% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.49% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.30% | — |
Current DrawdownCurrent decline from peak | -0.37% | -1.87% | +1.50% |
Average DrawdownAverage peak-to-trough decline | -1.44% | -5.03% | +3.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.20% | — |
Volatility
TMVE vs. WTV - Volatility Comparison
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Volatility by Period
| TMVE | WTV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.64% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.20% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.84% | 11.92% | +1.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.84% | 17.08% | -3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.84% | 20.17% | -6.33% |
TMVE vs. WTV - Expense Ratio Comparison
TMVE has a 0.55% expense ratio, which is higher than WTV's 0.12% expense ratio.
Dividends
TMVE vs. WTV - Dividend Comparison
TMVE's dividend yield for the trailing twelve months is around 0.10%, less than WTV's 1.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
TMVE Thrivent Mid Cap Value ETF | 0.10% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTV WisdomTree U.S. Value Fund | 1.66% | 1.59% | 1.54% | 1.62% | 2.08% | 1.55% | 1.63% | 1.44% | 1.94% | 0.41% |
Frequently Asked Questions
TMVE and WTV have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTV is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTV is cheaper with a 0.12% expense ratio, compared with 0.55% for TMVE.
WTV has the higher dividend yield at 1.66%, compared with 0.10% for TMVE.
They also come from different issuers: Thrivent and WisdomTree. Their fees differ too: 0.55% for TMVE and 0.12% for WTV.
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