(WTV) WisdomTree Trust - Performance 11.7% in 12m
Compare WTV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.98%
#3 in Group
Rel. Strength
68.45%
#2511 in Universe
Total Return 12m
11.68%
#4 in Group
Total Return 5y
142.57%
#4 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: WTV (11.7%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AUSF NYSE ARCA Global X Adaptive U.S. |
4.03% | 10.9% | 145% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
3.64% | 11.7% | 143% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
6.05% | 11% | 142% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
3.35% | 7.13% | 128% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
3.25% | 2.16% | 127% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
6.29% | 9.27% | 125% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
4.1% | 4.18% | 97.9% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
3.07% | 7.14% | 125% | - | - | - | - | - |
Performance Comparison: WTV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for WTV
| Total Return (including Dividends) | WTV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 3.64% | 2.87% | 2.87% |
| 3 Months | -5.46% | -6.42% | -6.42% |
| 12 Months | 11.68% | 9.87% | 9.87% |
| 5 Years | 142.57% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | WTV | SPY | S&P 500 |
| 1 Month | 93.4% | 89.4% | 89.4% |
| 3 Months | -77.8% | -72% | -72% |
| 12 Months | 67.1% | 49.3% | 49.3% |
| 5 Years | 89.7% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #17 | 0.75% | 0.75% |
| 3 Month | #34 | 1.02% | 1.02% |
| 12 Month | #3 | 1.65% | 1.65% |
| 5 Years | #4 | 16.9% | 16.9% |
FAQs
Does WTV WisdomTree Trust outperforms the market?
Yes,
over the last 12 months WTV made 11.68%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months WTV made -5.46%, while SPY made -6.42%.
Over the last 3 months WTV made -5.46%, while SPY made -6.42%.
Performance Comparison WTV vs Indeces and Sectors
WTV vs. Indices WTV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.69% | 0.77% | -1.15% | 1.81% |
| US NASDAQ 100 | QQQ | 0.44% | -1.07% | -1.56% | 0.36% |
| US Dow Jones Industrial 30 | DIA | 0.41% | 2.03% | -0.12% | 5.31% |
| German DAX 40 | DAX | -1.43% | -15.6% | -26.7% | -13.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.03% | -2.63% | -0.38% | 6.05% |
| Hongkong Hang Seng | HSI | -2.83% | -12.6% | -10.6% | -0.41% |
| India NIFTY 50 | INDA | 3.08% | 1.36% | -3.05% | 9.35% |
| Brasil Bovespa | EWZ | -1.36% | -7.89% | -10.4% | 18.2% |
WTV vs. Sectors WTV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.51% | -0.03% | -7.33% | -8.65% |
| Consumer Discretionary | XLY | -0.23% | 0.13% | 1.04% | -2.37% |
| Consumer Staples | XLP | 1.06% | 1.62% | -8.06% | 4.12% |
| Energy | XLE | -0.29% | 3.56% | 4.85% | 21.4% |
| Financial | XLF | 0.06% | -1.93% | -7.03% | -9.84% |
| Health Care | XLV | 4.48% | 8.02% | 4.08% | 17.6% |
| Industrial | XLI | -0.88% | -3.74% | -2.13% | 1.69% |
| Materials | XLB | 0.70% | -1.07% | 2.90% | 17.7% |
| Real Estate | XLRE | 1.02% | -2.48% | -3.53% | -1.78% |
| Technology | XLK | -0.20% | -3.10% | 1.12% | 4.68% |
| Utilities | XLU | -0.35% | -1.98% | -8.92% | -4.23% |
| Aerospace & Defense | XAR | 0.18% | -5.70% | -10.5% | -13.5% |
| Biotech | XBI | 8.77% | 1.62% | 19.9% | 25.7% |
| Homebuilder | XHB | 1.13% | 0.57% | 12.5% | 21.4% |
| Retail | XRT | 0.54% | 0.05% | 5.14% | 16.0% |