WDIG vs. WTV

Last updated Jun 24, 2026

WDIG (WisdomTree Efficient Rare Earth Plus Strategic Metals Fund) and WTV (WisdomTree U.S. Value Fund) are both exchange-traded funds - WDIG is a Rare Earth & Strategic Metals fund actively managed by WisdomTree, while WTV is a Mid Cap Value Equities fund actively managed by WisdomTree. Both are actively managed. At a 0.39 correlation, their price movements are largely independent. WDIG charges 0.55%/yr vs 0.12%/yr for WTV.

Performance

WDIG vs. WTV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) and WisdomTree U.S. Value Fund (WTV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

WDIG

• 1D: -7.79%
• 1M: -12.59%
• YTD: —
• 6M: —
• 1Y: —
• 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)

WDIG vs. WTV - Yearly Performance Comparison

	2026 (YTD)
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund	-19.33%
WTV WisdomTree U.S. Value Fund	2.13%

Correlation

The correlation between WDIG and WTV is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 7, 2026	0.39

WDIG vs. WTV - Sectors Allocation Comparison

Sectors	WDIG	WTV
Basic Materials	76.8%	2.2%
Industrials	7.5%	10.3%
Energy	2.4%	6.4%
Communication Services	0.9%	6.5%
Technology	0.6%	18.3%
Consumer Cyclical	-	10.6%
Consumer Defensive	-	9.9%
Financial Services	-	18.5%
Healthcare	-	7.5%
Real Estate	-	5.4%
Utilities	-	4.5%

Return for Risk

WDIG vs. WTV — Risk / Return Rank

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

WDIG

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

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.

WDIG vs. WTV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) 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.

	WDIG	WTV	Difference
Sharpe ratio: Return per unit of total volatility	—	1.89	—
Sortino ratio: Return per unit of downside risk	—	2.75	—
Omega ratio: Gain probability vs. loss probability	—	1.34	—
Calmar ratio: Return relative to maximum drawdown	—	3.14	—
Martin ratio: Return relative to average drawdown	—	10.16	—

Drawdowns

WDIG vs. WTV - Drawdown Comparison

The maximum WDIG drawdown since its inception was -22.59%, smaller than the maximum WTV drawdown of -42.18%. Use the drawdown chart below to compare losses from any high point for WDIG and WTV.

Drawdown Indicators

	WDIG	WTV	Difference
Max Drawdown Largest peak-to-trough decline	-22.59%	-42.18%	+19.59%
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 Drawdown Current decline from peak	-21.17%	-1.54%	-19.63%
Average Drawdown Average peak-to-trough decline	-9.94%	-5.03%	-4.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.20%	—

Volatility

Volatility by Period

	WDIG	WTV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.65%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.20%	—
Volatility (1Y) Calculated over the trailing 1-year period	62.13%	11.90%	+50.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	62.13%	17.08%	+45.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	62.13%	20.16%	+41.97%

WDIG vs. WTV - Expense Ratio Comparison

WDIG has a 0.55% expense ratio, which is higher than WTV's 0.12% expense ratio.

Dividends

WDIG vs. WTV - Dividend Comparison

WDIG has not paid dividends to shareholders, while WTV's dividend yield for the trailing twelve months is around 1.66%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund	0.00%	0.00%	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

Can I hold both WDIG and WTV in my portfolio?

WDIG and WTV have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WDIG or WTV?

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.

Which ETF is cheaper, WDIG or WTV?

WTV is cheaper with a 0.12% expense ratio, compared with 0.55% for WDIG.

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

WTV has the higher dividend yield at 1.66%, compared with 0.00% for WDIG.

What is the main difference between WDIG and WTV?

WDIG is categorized as Rare Earth & Strategic Metals, while WTV is Mid Cap Value Equities. Their fees differ too: 0.55% for WDIG and 0.12% for WTV.