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WDAF vs. WTV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WDAF vs. WTV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Asia Defense Fund (WDAF) and WisdomTree US Value ETF (WTV). The values are adjusted to include any dividend payments, if applicable.

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WDAF vs. WTV - Yearly Performance Comparison


2026 (YTD)2025
WDAF
WisdomTree Asia Defense Fund
11.28%-7.62%
WTV
WisdomTree US Value ETF
2.09%3.18%

Returns By Period

In the year-to-date period, WDAF achieves a 11.28% return, which is significantly higher than WTV's 2.09% return.


WDAF

1D
3.09%
1M
-8.09%
YTD
11.28%
6M
1.74%
1Y
3Y*
5Y*
10Y*

WTV

1D
1.55%
1M
-4.19%
YTD
2.09%
6M
5.20%
1Y
17.42%
3Y*
19.43%
5Y*
12.81%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WDAF vs. WTV - Expense Ratio Comparison

WDAF has a 0.45% expense ratio, which is higher than WTV's 0.12% expense ratio.


Return for Risk

WDAF vs. WTV — Risk / Return Rank

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

WDAF

WTV
WTV Risk / Return Rank: 6161
Overall Rank
WTV Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
WTV Sortino Ratio Rank: 6060
Sortino Ratio Rank
WTV Omega Ratio Rank: 6262
Omega Ratio Rank
WTV Calmar Ratio Rank: 6060
Calmar Ratio Rank
WTV Martin Ratio Rank: 6666
Martin Ratio Rank
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.

WDAF vs. WTV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Asia Defense Fund (WDAF) and WisdomTree US Value ETF (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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

WDAF vs. WTV - Sharpe Ratio Comparison


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Sharpe Ratios by Period


WDAFWTVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.63

-0.45

Correlation

The correlation between WDAF and WTV is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

WDAF vs. WTV - Dividend Comparison

WDAF's dividend yield for the trailing twelve months is around 0.12%, less than WTV's 1.79% yield.


TTM202520242023202220212020201920182017
WDAF
WisdomTree Asia Defense Fund
0.12%0.13%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WTV
WisdomTree US Value ETF
1.79%1.59%1.54%1.62%2.08%1.55%1.63%1.44%1.94%0.41%

Drawdowns

WDAF vs. WTV - Drawdown Comparison

The maximum WDAF drawdown since its inception was -18.21%, smaller than the maximum WTV drawdown of -42.18%. Use the drawdown chart below to compare losses from any high point for WDAF and WTV.


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Drawdown Indicators


WDAFWTVDifference

Max Drawdown

Largest peak-to-trough decline

-18.21%

-42.18%

+23.97%

Max Drawdown (1Y)

Largest decline over 1 year

-13.20%

Max Drawdown (5Y)

Largest decline over 5 years

-19.30%

Current Drawdown

Current decline from peak

-15.68%

-5.42%

-10.26%

Average Drawdown

Average peak-to-trough decline

-5.94%

-5.13%

-0.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.02%

Volatility

WDAF vs. WTV - Volatility Comparison


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Volatility by Period


WDAFWTVDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.61%

Volatility (6M)

Calculated over the trailing 6-month period

8.76%

Volatility (1Y)

Calculated over the trailing 1-year period

29.89%

18.03%

+11.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.89%

17.14%

+12.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.89%

20.36%

+9.53%