WTV vs. VOO

Last updated Jun 23, 2026

WTV (WisdomTree U.S. Value Fund) and VOO (Vanguard S&P 500 ETF) are both exchange-traded funds - WTV is a Mid Cap Value Equities fund actively managed by WisdomTree, while VOO is a S&P 500 fund tracking the S&P 500 Index. WTV is actively managed, while VOO is passively managed. Over the past 5 years, WTV returned 13.53%/yr vs 13.58%/yr for VOO. Their correlation of 0.80 suggests significant overlap in exposure. WTV charges 0.12%/yr vs 0.03%/yr for VOO.

Performance

WTV vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Value Fund (WTV) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with WTV having a 9.70% return and VOO slightly higher at 9.75%.

WTV

• 1D: 0.22%
• 1M: -0.07%
• YTD: 9.70%
• 6M: 8.81%
• 1Y: 23.03%
• 3Y*: 21.15%
• 5Y*: 13.53%
• 10Y*: —

VOO

• 1D: -0.29%
• 1M: 0.08%
• YTD: 9.75%
• 6M: 9.30%
• 1Y: 26.77%
• 3Y*: 21.36%
• 5Y*: 13.58%
• 10Y*: 15.77%

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

WTV vs. VOO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
WTV WisdomTree U.S. Value Fund	9.70%	13.51%	23.99%	22.35%	-8.06%	30.59%	6.15%	29.69%	-8.29%	1.58%
VOO Vanguard S&P 500 ETF	9.75%	17.82%	24.98%	26.32%	-18.17%	28.79%	18.32%	31.37%	-4.50%	0.98%

Correlation

The correlation between WTV and VOO is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.65
Correlation (3Y) Calculated over the trailing 3-year period	0.73
Correlation (5Y) Calculated over the trailing 5-year period	0.81
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017	0.80

The correlation between WTV and VOO shifts across timeframes, from 0.65 (1 year) to 0.81 (5 years), reflecting how their relationship changes across market environments.

WTV vs. VOO - Sectors Allocation Comparison

Sectors	WTV	VOO
Financial Services	18.5%	10.9%
Technology	18.3%	39.1%
Consumer Cyclical	10.6%	9.8%
Industrials	10.3%	7.6%
Consumer Defensive	9.9%	4.5%
Healthcare	7.5%	8.3%
Communication Services	6.5%	10.5%
Energy	6.4%	3.2%
Real Estate	5.4%	1.8%
Utilities	4.5%	2.5%
Basic Materials	2.2%	1.7%

Return for Risk

WTV vs. VOO — Risk / Return Rank

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

WTV

WTV Risk / Return Rank: 62
WTV Sharpe Ratio Rank: 61
WTV Sortino Ratio Rank: 63
WTV Omega Ratio Rank: 58
WTV Calmar Ratio Rank: 67
WTV Martin Ratio Rank: 61

VOO

VOO Risk / Return Rank: 68
VOO Sharpe Ratio Rank: 70
VOO Sortino Ratio Rank: 67
VOO Omega Ratio Rank: 69
VOO Calmar Ratio Rank: 63
VOO Martin Ratio Rank: 74

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. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Value Fund (WTV) and Vanguard S&P 500 ETF (VOO). 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	VOO	Difference
Sharpe ratio: Return per unit of total volatility	1.94	2.17	-0.23
Sortino ratio: Return per unit of downside risk	2.83	2.93	-0.10
Omega ratio: Gain probability vs. loss probability	1.35	1.39	-0.05
Calmar ratio: Return relative to maximum drawdown	3.24	3.02	+0.21
Martin ratio: Return relative to average drawdown	10.49	13.58	-3.09

WTV vs. VOO - Sharpe Ratio Comparison

The current WTV Sharpe Ratio is 1.94, which is comparable to the VOO Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of WTV and VOO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

WTV vs. VOO - Drawdown Comparison

The maximum WTV drawdown since its inception was -42.18%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WTV and VOO.

Drawdown Indicators

	WTV	VOO	Difference
Max Drawdown Largest peak-to-trough decline	-42.18%	-33.99%	-8.19%
Max Drawdown (1Y) Largest decline over 1 year	-7.15%	-8.90%	+1.75%
Max Drawdown (3Y) Largest decline over 3 years	-18.49%	-18.69%	+0.20%
Max Drawdown (5Y) Largest decline over 5 years	-19.30%	-24.52%	+5.22%
Max Drawdown (10Y) Largest decline over 10 years	—	-33.99%	—
Current Drawdown Current decline from peak	-1.87%	-1.74%	-0.13%
Average Drawdown Average peak-to-trough decline	-5.03%	-3.68%	-1.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.20%	1.98%	+0.22%

Volatility

WTV vs. VOO - Volatility Comparison

The current volatility for WisdomTree U.S. Value Fund (WTV) is 3.64%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.60%. This indicates that WTV experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WTV	VOO	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.64%	4.60%	-0.96%
Volatility (6M) Calculated over the trailing 6-month period	8.20%	9.73%	-1.53%
Volatility (1Y) Calculated over the trailing 1-year period	11.92%	12.39%	-0.47%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.08%	16.90%	+0.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.17%	18.05%	+2.12%

WTV vs. VOO - Expense Ratio Comparison

WTV has a 0.12% expense ratio, which is higher than VOO's 0.03% 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

WTV vs. VOO - Dividend Comparison

WTV's dividend yield for the trailing twelve months is around 1.66%, more than VOO's 1.04% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
VOO Vanguard S&P 500 ETF	1.04%	1.13%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%
WTV WisdomTree U.S. Value Fund	1.66%	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

Can I hold both WTV and VOO in my portfolio?

WTV and VOO have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WTV or VOO?

VOO has higher volatility (4.60%) compared to WTV (3.64%). In terms of maximum drawdown, WTV dropped -42.18% vs VOO's -33.99%.

Which ETF is better, WTV or VOO?

On 5-year performance, VOO leads with 13.58% vs 13.53% for WTV. On fees, VOO is cheaper at 0.03% per year. On volatility, WTV has been the lower-risk option at 3.64%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, WTV or VOO?

Over the 5-year period, VOO has performed better with a 13.58% return vs 13.53%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, WTV or VOO?

VOO is cheaper with a 0.03% expense ratio, compared with 0.12% for WTV.

Which ETF pays a higher dividend yield, WTV or VOO?

WTV has the higher dividend yield at 1.66%, compared with 1.04% for VOO.

What is the main difference between WTV and VOO?

WTV is categorized as Mid Cap Value Equities, while VOO is S&P 500. They also come from different issuers: WisdomTree and Vanguard. Their fees differ too: 0.12% for WTV and 0.03% for VOO.

Which has better risk-adjusted returns?

VOO currently has the higher Sharpe Ratio (2.17 vs 1.94), 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.