WTV vs. DIV
WTV (WisdomTree U.S. Value Fund) and DIV (Global X SuperDividend U.S. ETF) are both Mid Cap Value Equities funds. WTV is actively managed, while DIV is passively managed. Over the past 5 years, WTV returned 13.92%/yr vs 6.59%/yr for DIV. Their 0.76 correlation means they have sometimes moved together and sometimes differently. WTV charges 0.12%/yr vs 0.45%/yr for DIV.
Performance
WTV vs. DIV - Performance Comparison
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Returns By Period
In the year-to-date period, WTV achieves a 14.35% return, which is significantly lower than DIV's 17.66% return.
WTV
- 1D
- -0.13%
- 1M
- 2.29%
- 6M
- 10.70%
- YTD
- 14.35%
- 1Y
- 25.32%
- 3Y*
- 19.48%
- 5Y*
- 13.92%
- 10Y*
- —
- ALL TIME*
- 13.73%
DIV
- 1D
- -0.48%
- 1M
- 2.37%
- 6M
- 9.80%
- YTD
- 17.66%
- 1Y
- 21.05%
- 3Y*
- 11.65%
- 5Y*
- 6.59%
- 10Y*
- 4.23%
- ALL TIME*
- 4.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.26M | $4.15M | $4.38M | |
| $14.67M | $17.66M | $16.09M |
WTV vs. DIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTV WisdomTree U.S. Value Fund | 14.35% | 13.51% | 23.99% | 22.35% | -8.06% | 30.59% | 6.15% | 29.69% | -8.29% | 1.58% |
DIV Global X SuperDividend U.S. ETF | 17.66% | 3.10% | 11.27% | -1.73% | -3.92% | 30.60% | -22.85% | 14.50% | -6.60% | 0.17% |
Correlation
The correlation between WTV and DIV is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017 | 0.76 |
The correlation between WTV and DIV shifts across timeframes, from 0.63 (1 year) to 0.78 (5 years), reflecting how their relationship changes across market environments.
WTV vs. DIV - Sectors Allocation Comparison
Sectors
WTV
DIV
Financial Services
Technology
-
Consumer Defensive
Industrials
Healthcare
Consumer Cyclical
Communication Services
Energy
Real Estate
Utilities
Basic Materials
Financial Services
WTV
DIV
Technology
WTV
DIV
-
Consumer Defensive
WTV
DIV
Industrials
WTV
DIV
Healthcare
WTV
DIV
Consumer Cyclical
WTV
DIV
Communication Services
WTV
DIV
Energy
WTV
DIV
Real Estate
WTV
DIV
Utilities
WTV
DIV
Basic Materials
WTV
DIV
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Return for Risk
WTV vs. DIV — Risk / Return Rank
WTV
DIV
WTV vs. DIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Value Fund (WTV) and Global X SuperDividend U.S. ETF (DIV). 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.
| WTV | DIV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.33 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.31 | 3.93 | -0.62 |
| Martin ratioReturn relative to average drawdown | 10.99 | 11.48 | -0.50 |
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Drawdowns
WTV vs. DIV - Drawdown Comparison
The maximum WTV drawdown since its inception was -42.18%, smaller than the maximum DIV drawdown of -52.74%. Use the drawdown chart below to compare losses from any high point for WTV and DIV.
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Drawdown Indicators
| WTV | DIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.18% | -52.74% | +10.56% |
Max Drawdown (1Y)Largest decline over 1 year | -7.15% | -5.13% | -2.02% |
Max Drawdown (3Y)Largest decline over 3 years | -18.49% | -12.33% | -6.16% |
Max Drawdown (5Y)Largest decline over 5 years | -19.30% | -21.14% | +1.84% |
Max Drawdown (10Y)Largest decline over 10 years | — | -52.74% | — |
Current DrawdownCurrent decline from peak | -1.60% | -2.04% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -4.97% | -6.96% | +1.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 1.76% | +0.39% |
Volatility
WTV vs. DIV - Volatility Comparison
WisdomTree U.S. Value Fund (WTV) and Global X SuperDividend U.S. ETF (DIV) have volatilities of 3.16% and 3.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTV | DIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.16% | 3.25% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 7.73% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.73% | 10.53% | +1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.02% | 13.69% | +3.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.07% | 18.00% | +2.07% |
WTV vs. DIV - Expense Ratio Comparison
WTV has a 0.12% expense ratio, which is lower than DIV's 0.45% expense ratio.
Dividends
WTV vs. DIV - Dividend Comparison
WTV's dividend yield for the trailing twelve months is around 1.86%, less than DIV's 6.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIV Global X SuperDividend U.S. ETF | 6.54% | 7.30% | 5.74% | 7.13% | 6.62% | 5.24% | 8.01% | 7.65% | 7.08% | 5.92% | 6.78% | 8.44% |
WTV WisdomTree U.S. Value Fund | 1.86% | 1.59% | 1.54% | 1.62% | 2.08% | 1.55% | 1.63% | 1.44% | 1.94% | 0.41% | 0.00% | 0.00% |
Frequently Asked Questions
WTV and DIV have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DIV has higher volatility (3.25%) compared to WTV (3.16%). In terms of maximum drawdown, WTV dropped -42.18% vs DIV's -52.74%.
On 5-year performance, WTV leads with 13.92% vs 6.59% for DIV. On fees, WTV is cheaper at 0.12% per year. Their volatility is very similar. 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 13.92% return vs 6.59%. 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 0.45% for DIV.
DIV has the higher dividend yield at 6.54%, compared with 1.86% for WTV.
They also come from different issuers: WisdomTree and Global X. Their fees differ too: 0.12% for WTV and 0.45% for DIV.
WTV currently has the higher Sharpe Ratio (2.02 vs 1.92), 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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