WTV vs. VGRIX

In the year-to-date period, WTV achieves a 2.30% return, which is significantly lower than VGRIX's 2.56% return. Over the past 10 years, WTV has outperformed VGRIX with an annualized return of 11.59%, while VGRIX has yielded a comparatively lower 6.84% annualized return.

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WTV has a 0.12% expense ratio, which is lower than VGRIX's 0.94% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Value ETF (WTV) and JPMorgan U.S. Value Fund (VGRIX). 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.

The current WTV Sharpe Ratio is 0.86, which is higher than the VGRIX Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of WTV and VGRIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WTV's dividend yield for the trailing twelve months is around 1.56%, more than VGRIX's 1.19% yield.

The maximum WTV drawdown since its inception was -61.95%, smaller than the maximum VGRIX drawdown of -67.22%. Use the drawdown chart below to compare losses from any high point for WTV and VGRIX. For additional features, visit the drawdowns tool.

WisdomTree US Value ETF (WTV) has a higher volatility of 5.37% compared to JPMorgan U.S. Value Fund (VGRIX) at 4.36%. This indicates that WTV's price experiences larger fluctuations and is considered to be riskier than VGRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.