USIN vs. WTV

Last updated Jun 24, 2026

USIN (WisdomTree 7-10 Year Laddered Treasury Fund) and WTV (WisdomTree U.S. Value Fund) are both exchange-traded funds - USIN is a Government Bonds fund tracking the Bloomberg US Treasury 7-10 Year Laddered Index, while WTV is a Mid Cap Value Equities fund actively managed by WisdomTree. USIN is passively managed, while WTV is actively managed. Over the past year, USIN returned 3.02% vs 22.34% for WTV. At a 0.17 correlation, their price movements are largely independent. USIN charges 0.15%/yr vs 0.12%/yr for WTV.

Performance

USIN vs. WTV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree 7-10 Year Laddered Treasury Fund (USIN) and WisdomTree U.S. Value Fund (WTV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, USIN achieves a -0.54% return, which is significantly lower than WTV's 10.06% return.

USIN

• 1D: 0.12%
• 1M: 0.61%
• YTD: -0.54%
• 6M: -0.47%
• 1Y: 3.02%
• 3Y*: —
• 5Y*: —
• 10Y*: —

WTV

• 1D: 0.33%
• 1M: 0.27%
• YTD: 10.06%
• 6M: 9.41%
• 1Y: 22.34%
• 3Y*: 21.29%
• 5Y*: 13.43%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

USIN vs. WTV - Yearly Performance Comparison

	2026 (YTD)	2025	2024
USIN WisdomTree 7-10 Year Laddered Treasury Fund	-0.54%	7.97%	1.28%
WTV WisdomTree U.S. Value Fund	10.06%	13.51%	16.01%

Correlation

The correlation between USIN and WTV is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.29
Correlation (All Time) Calculated using the full available price history since Mar 14, 2024	0.17

The correlation between USIN and WTV shifts across timeframes, from 0.17 (all time) to 0.29 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

USIN vs. WTV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USIN

USIN Risk / Return Rank: 19
USIN Sharpe Ratio Rank: 20
USIN Sortino Ratio Rank: 19
USIN Omega Ratio Rank: 17
USIN Calmar Ratio Rank: 18
USIN Martin Ratio Rank: 19

WTV

WTV Risk / Return Rank: 61
WTV Sharpe Ratio Rank: 59
WTV Sortino Ratio Rank: 62
WTV Omega Ratio Rank: 57
WTV Calmar Ratio Rank: 66
WTV Martin Ratio Rank: 59

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USIN vs. WTV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree 7-10 Year Laddered Treasury Fund (USIN) 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.

	USIN	WTV	Difference
Sharpe ratio: Return per unit of total volatility	0.65	1.89	-1.24
Sortino ratio: Return per unit of downside risk	0.98	2.75	-1.77
Omega ratio: Gain probability vs. loss probability	1.11	1.34	-0.23
Calmar ratio: Return relative to maximum drawdown	0.74	3.14	-2.40
Martin ratio: Return relative to average drawdown	2.01	10.16	-8.15

USIN vs. WTV - Sharpe Ratio Comparison

The current USIN Sharpe Ratio is 0.65, which is lower than the WTV Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of USIN and WTV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

USIN vs. WTV - Drawdown Comparison

The maximum USIN drawdown since its inception was -6.88%, smaller than the maximum WTV drawdown of -42.18%. Use the drawdown chart below to compare losses from any high point for USIN and WTV.

Drawdown Indicators

	USIN	WTV	Difference
Max Drawdown Largest peak-to-trough decline	-6.88%	-42.18%	+35.30%
Max Drawdown (1Y) Largest decline over 1 year	-4.09%	-7.15%	+3.06%
Max Drawdown (3Y) Largest decline over 3 years	—	-18.49%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-19.30%	—
Current Drawdown Current decline from peak	-2.69%	-1.54%	-1.15%
Average Drawdown Average peak-to-trough decline	-1.88%	-5.03%	+3.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.51%	2.20%	-0.69%

Volatility

USIN vs. WTV - Volatility Comparison

The current volatility for WisdomTree 7-10 Year Laddered Treasury Fund (USIN) is 1.34%, while WisdomTree U.S. Value Fund (WTV) has a volatility of 3.65%. This indicates that USIN experiences smaller price fluctuations and is considered to be less risky than WTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	USIN	WTV	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.34%	3.65%	-2.31%
Volatility (6M) Calculated over the trailing 6-month period	3.43%	8.20%	-4.77%
Volatility (1Y) Calculated over the trailing 1-year period	4.67%	11.90%	-7.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.84%	17.08%	-11.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.84%	20.16%	-14.32%

USIN vs. WTV - Expense Ratio Comparison

USIN has a 0.15% expense ratio, which is higher than WTV's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

USIN vs. WTV - Dividend Comparison

USIN's dividend yield for the trailing twelve months is around 3.97%, more than WTV's 1.66% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
USIN WisdomTree 7-10 Year Laddered Treasury Fund	3.97%	3.85%	3.25%	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

Can I hold both USIN and WTV in my portfolio?

USIN and WTV have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, USIN or WTV?

WTV has higher volatility (3.65%) compared to USIN (1.34%). In terms of maximum drawdown, USIN dropped -6.88% vs WTV's -42.18%.

Which ETF is better, USIN or WTV?

On 1-year performance, WTV leads with 22.34% vs 3.02% for USIN. On fees, WTV is cheaper at 0.12% per year. On volatility, USIN has been the lower-risk option at 1.34%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, USIN or WTV?

Over the 1-year period, WTV has performed better with a 22.34% return vs 3.02%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, USIN or WTV?

WTV is cheaper with a 0.12% expense ratio, compared with 0.15% for USIN.

Which ETF pays a higher dividend yield, USIN or WTV?

USIN has the higher dividend yield at 3.97%, compared with 1.66% for WTV.

What is the main difference between USIN and WTV?

USIN is categorized as Government Bonds, while WTV is Mid Cap Value Equities. Their fees differ too: 0.15% for USIN and 0.12% for WTV.

Which has better risk-adjusted returns?

WTV currently has the higher Sharpe Ratio (1.89 vs 0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.