WGLD.DE vs. WTV
WGLD.DE (WisdomTree Core Physical Gold) and WTV (WisdomTree US Value ETF) are both exchange-traded funds - WGLD.DE is a Precious Metals fund tracking the Gold, 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, WGLD.DE returned 19.71%/yr vs 14.42%/yr for WTV. At a 0.01 correlation, their price movements are largely independent. Both charge a 0.12% expense ratio.
Performance
WGLD.DE vs. WTV - Performance Comparison
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Different Trading Currencies
WGLD.DE is traded in EUR, while WTV is traded in USD. To make them comparable, the WTV values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, WGLD.DE achieves a 2.75% return, which is significantly lower than WTV's 12.74% return.
WGLD.DE
- 1D
- 0.59%
- 1M
- -1.57%
- YTD
- 2.75%
- 6M
- 6.40%
- 1Y
- 30.17%
- 3Y*
- 28.03%
- 5Y*
- 19.71%
- 10Y*
- —
WTV
- 1D
- 0.72%
- 1M
- 5.19%
- YTD
- 12.74%
- 6M
- 12.67%
- 1Y
- 23.10%
- 3Y*
- 19.66%
- 5Y*
- 14.42%
- 10Y*
- —
WGLD.DE vs. WTV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WGLD.DE WisdomTree Core Physical Gold | 2.75% | 49.08% | 34.17% | 9.39% | 7.07% | 9.65% |
WTV WisdomTree US Value ETF | 12.74% | 0.04% | 32.17% | 18.68% | -2.37% | 18.31% |
Correlation
The correlation between WGLD.DE and WTV is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 2021 | 0.01 |
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Return for Risk
WGLD.DE vs. WTV — Risk / Return Rank
WGLD.DE
WTV
WGLD.DE vs. WTV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Core Physical Gold (WGLD.DE) 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.
| WGLD.DE | WTV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.61 | ||
| Sortino ratioReturn per unit of downside risk | -0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.34 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | 4.45 | -2.64 |
| Martin ratioReturn relative to average drawdown | 4.60 | 13.70 | -9.10 |
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
| WGLD.DE | WTV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.91 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.21 | 0.86 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.27 | 0.67 | +0.60 |
Drawdowns
WGLD.DE vs. WTV - Drawdown Comparison
The maximum WGLD.DE drawdown since its inception was -16.58%, smaller than the maximum WTV drawdown of -41.07%. Use the drawdown chart below to compare losses from any high point for WGLD.DE and WTV.
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Drawdown Indicators
| WGLD.DE | WTV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.58% | -41.07% | +24.49% |
Max Drawdown (1Y)Largest decline over 1 year | -16.58% | -5.22% | -11.36% |
Max Drawdown (3Y)Largest decline over 3 years | -16.58% | -22.76% | +6.18% |
Max Drawdown (5Y)Largest decline over 5 years | -16.58% | -22.76% | +6.18% |
Current DrawdownCurrent decline from peak | -14.99% | 0.00% | -14.99% |
Average DrawdownAverage peak-to-trough decline | -4.27% | -5.30% | +1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.54% | 1.69% | +4.85% |
Volatility
WGLD.DE vs. WTV - Volatility Comparison
WisdomTree Core Physical Gold (WGLD.DE) has a higher volatility of 5.05% compared to WisdomTree US Value ETF (WTV) at 2.63%. This indicates that WGLD.DE's price experiences larger fluctuations and is considered to be riskier 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
| WGLD.DE | WTV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 2.63% | +2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 20.18% | 8.28% | +11.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.13% | 12.22% | +10.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 16.92% | -0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.88% | 20.49% | -4.61% |
WGLD.DE vs. WTV - Expense Ratio Comparison
Both WGLD.DE and WTV have an expense ratio of 0.12%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
WGLD.DE vs. WTV - Dividend Comparison
WGLD.DE has not paid dividends to shareholders, while WTV's dividend yield for the trailing twelve months is around 1.64%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
WGLD.DE WisdomTree Core Physical Gold | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTV WisdomTree US Value ETF | 1.64% | 1.59% | 1.54% | 1.62% | 2.08% | 1.55% | 1.63% | 1.44% | 1.94% | 0.41% |
Frequently Asked Questions
WGLD.DE and WTV have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.12% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
WGLD.DE and WTV have the same expense ratio: 0.12% per year.
WGLD.DE is categorized as Precious Metals, while WTV is Large Cap Value Equities. WGLD.DE tracks Gold, while WTV tracks WisdomTree U.S. LargeCap Value Index.
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