WTV vs. LCOW

Last updated Apr 1, 2026

Compare and contrast key facts about WisdomTree US Value ETF (WTV) and Pacer S&P 500 Quality FCF Aristocrats ETF (LCOW).

WTV and LCOW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTV is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. LargeCap Value Index. It was launched on Feb 23, 2007. LCOW is a passively managed fund by Pacer that tracks the performance of the S&P 500 Quality FCF Aristocrats Index. It was launched on May 6, 2025. Both WTV and LCOW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

WTV vs. LCOW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree US Value ETF (WTV) and Pacer S&P 500 Quality FCF Aristocrats ETF (LCOW). The values are adjusted to include any dividend payments, if applicable.

WTV vs. LCOW - Yearly Performance Comparison

	2026 (YTD)	2025
WTV WisdomTree US Value ETF	2.09%	16.80%
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF	-6.66%	20.51%

Returns By Period

In the year-to-date period, WTV achieves a 2.09% return, which is significantly higher than LCOW's -6.66% return.

WTV

• 1D: 1.55%
• 1M: -4.19%
• YTD: 2.09%
• 6M: 5.20%
• 1Y: 17.42%
• 3Y*: 19.43%
• 5Y*: 12.81%
• 10Y*: —

LCOW

• 1D: 2.46%
• 1M: -5.94%
• YTD: -6.66%
• 6M: -3.79%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WTV vs. LCOW - Expense Ratio Comparison

WTV has a 0.12% expense ratio, which is lower than LCOW's 0.49% expense ratio.

LCOW

Pacer S&P 500 Quality FCF Aristocrats ETF

WTV

WisdomTree US Value ETF

Return for Risk

WTV vs. LCOW — Risk / Return Rank

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

WTV

WTV Risk / Return Rank: 61
WTV Sharpe Ratio Rank: 58
WTV Sortino Ratio Rank: 60
WTV Omega Ratio Rank: 62
WTV Calmar Ratio Rank: 60
WTV Martin Ratio Rank: 66

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.

WTV vs. LCOW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Value ETF (WTV) and Pacer S&P 500 Quality FCF Aristocrats ETF (LCOW). 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.

	WTV	LCOW	Difference
Sharpe ratio Return per unit of total volatility	0.97	—	—
Sortino ratio Return per unit of downside risk	1.46	—	—
Omega ratio Gain probability vs. loss probability	1.22	—	—
Calmar ratio Return relative to maximum drawdown	1.41	—	—
Martin ratio Return relative to average drawdown	6.16	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	WTV	LCOW	Difference
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	0.63	1.13	-0.51

Correlation

The correlation between WTV and LCOW is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

WTV vs. LCOW - Dividend Comparison

WTV's dividend yield for the trailing twelve months is around 1.79%, more than LCOW's 0.57% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
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%
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF	0.57%	0.43%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

WTV vs. LCOW - Drawdown Comparison

The maximum WTV drawdown since its inception was -42.18%, which is greater than LCOW's maximum drawdown of -10.34%. Use the drawdown chart below to compare losses from any high point for WTV and LCOW.

Drawdown Indicators

	WTV	LCOW	Difference
Max Drawdown Largest peak-to-trough decline	-42.18%	-10.34%	-31.84%
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	-5.42%	-7.92%	+2.50%
Average Drawdown Average peak-to-trough decline	-5.13%	-1.37%	-3.76%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.02%	—	—

Volatility

Volatility by Period

	WTV	LCOW	Difference
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	18.03%	12.45%	+5.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.14%	12.45%	+4.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.36%	12.45%	+7.91%