WFIG vs. WTV
WFIG (WisdomTree U.S. Corporate Bond Fund) and WTV (WisdomTree US Value ETF) are both exchange-traded funds - WFIG is a Corporate Bonds fund tracking the WisdomTree Fundamental Corporate Bond Index, while WTV is a Large Cap Value Equities fund tracking the WisdomTree U.S. LargeCap Value Index. Both are passively managed. Over the past 5 years, WFIG returned 0.50%/yr vs 13.12%/yr for WTV. At a 0.16 correlation, their price movements are largely independent. WFIG charges 0.18%/yr vs 0.12%/yr for WTV.
Performance
WFIG vs. WTV - Performance Comparison
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Returns By Period
In the year-to-date period, WFIG achieves a 0.19% return, which is significantly lower than WTV's 10.28% return.
WFIG
- 1D
- -0.45%
- 1M
- -0.38%
- YTD
- 0.19%
- 6M
- 0.35%
- 1Y
- 5.27%
- 3Y*
- 5.20%
- 5Y*
- 0.50%
- 10Y*
- 2.47%
WTV
- 1D
- -1.06%
- 1M
- 2.33%
- YTD
- 10.28%
- 6M
- 10.98%
- 1Y
- 24.45%
- 3Y*
- 21.95%
- 5Y*
- 13.12%
- 10Y*
- —
WFIG vs. WTV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFIG WisdomTree U.S. Corporate Bond Fund | 0.19% | 7.85% | 2.28% | 8.48% | -16.25% | -1.52% | 9.75% | 13.97% | -2.01% | 1.00% |
WTV WisdomTree US Value ETF | 10.28% | 13.51% | 23.99% | 22.35% | -8.06% | 30.59% | 6.15% | 29.69% | -8.29% | 1.14% |
Correlation
The correlation between WFIG and WTV is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2017 | 0.16 |
Over the past year, WFIG and WTV have become more correlated (0.38) than their long-term average of 0.16, meaning their price movements have been converging.
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Return for Risk
WFIG vs. WTV — Risk / Return Rank
WFIG
WTV
WFIG vs. WTV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Corporate Bond Fund (WFIG) 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.
| WFIG | WTV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -1.16 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.37 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.97 | 3.44 | -1.47 |
| Martin ratioReturn relative to average drawdown | 6.12 | 11.20 | -5.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WFIG | WTV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 2.07 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.77 | -0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.67 | -0.34 |
Drawdowns
WFIG vs. WTV - Drawdown Comparison
The maximum WFIG drawdown since its inception was -22.92%, smaller than the maximum WTV drawdown of -42.18%. Use the drawdown chart below to compare losses from any high point for WFIG and WTV.
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Drawdown Indicators
| WFIG | WTV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.92% | -42.18% | +19.26% |
Max Drawdown (1Y)Largest decline over 1 year | -2.69% | -7.15% | +4.46% |
Max Drawdown (3Y)Largest decline over 3 years | -6.22% | -18.49% | +12.27% |
Max Drawdown (5Y)Largest decline over 5 years | -22.92% | -19.30% | -3.62% |
Max Drawdown (10Y)Largest decline over 10 years | -22.92% | — | — |
Current DrawdownCurrent decline from peak | -1.60% | -1.17% | -0.43% |
Average DrawdownAverage peak-to-trough decline | -5.51% | -5.05% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 2.19% | -1.33% |
Volatility
WFIG vs. WTV - Volatility Comparison
The current volatility for WisdomTree U.S. Corporate Bond Fund (WFIG) is 1.34%, while WisdomTree US Value ETF (WTV) has a volatility of 3.14%. This indicates that WFIG 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.
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Volatility by Period
| WFIG | WTV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.34% | 3.14% | -1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 3.08% | 7.97% | -4.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.15% | 11.85% | -7.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.13% | 17.09% | -9.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.54% | 20.20% | -12.66% |
WFIG vs. WTV - Expense Ratio Comparison
WFIG has a 0.18% 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
WFIG vs. WTV - Dividend Comparison
WFIG's dividend yield for the trailing twelve months is around 4.89%, more than WTV's 1.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
WFIG WisdomTree U.S. Corporate Bond Fund | 4.89% | 4.82% | 4.67% | 4.19% | 4.25% | 2.50% | 2.61% | 3.00% | 3.27% | 2.88% | 2.35% |
WTV WisdomTree US Value ETF | 1.65% | 1.59% | 1.54% | 1.62% | 2.08% | 1.55% | 1.63% | 1.44% | 1.94% | 0.41% | 0.00% |
Frequently Asked Questions
WFIG and WTV have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTV has higher volatility (3.14%) compared to WFIG (1.34%). In terms of maximum drawdown, WFIG dropped -22.92% vs WTV's -42.18%.
On 5-year performance, WTV leads with 13.12% vs 0.50% for WFIG. On fees, WTV is cheaper at 0.12% per year. On volatility, WFIG has been the lower-risk option at 1.34%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, WTV has performed better with a 13.12% return vs 0.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
WTV is cheaper with a 0.12% expense ratio, compared with 0.18% for WFIG.
WFIG has the higher dividend yield at 4.89%, compared with 1.65% for WTV.
WFIG is categorized as Corporate Bonds, while WTV is Large Cap Value Equities. WFIG tracks WisdomTree Fundamental Corporate Bond Index, while WTV tracks WisdomTree U.S. LargeCap Value Index. Their fees differ too: 0.18% for WFIG and 0.12% for WTV.
WTV currently has the higher Sharpe Ratio (2.07 vs 1.28), 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.
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