(WTV) WisdomTree Trust - Performance 10.5% in 12m
Compare WTV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
87.26%
#3 in Group
Rel. Strength
65.99%
#2732 in Universe
Total Return 12m
10.45%
#6 in Group
Total Return 5y
136.80%
#7 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 (10.5%) vs SPY (9.3%)
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. |
-4.15% | 9.5% | 141% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
-4.85% | 10.5% | 137% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
-1.79% | 8.17% | 137% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
-5.09% | 5.64% | 123% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
-5.29% | 1.48% | 127% | - | - | - | - | - |
| COWZ BATS Pacer US Cash Cows 100 |
-6.44% | -6.39% | 133% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
-4.65% | 3.34% | 93.2% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
-6.58% | 6.93% | 118% | - | - | - | - | - |
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 | -4.85% | -2.90% | -2.90% |
| 3 Months | -9.45% | -7.85% | -7.85% |
| 12 Months | 10.45% | 9.33% | 9.33% |
| 5 Years | 136.80% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | WTV | SPY | S&P 500 |
| 1 Month | -33.1% | -35.6% | -35.6% |
| 3 Months | -90.3% | -89.7% | -89.7% |
| 12 Months | 73.7% | 58.3% | 58.3% |
| 5 Years | 89.8% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #22 | -2.01% | -2.01% |
| 3 Month | #32 | -1.74% | -1.74% |
| 12 Month | #7 | 1.02% | 1.02% |
| 5 Years | #6 | 14.8% | 14.8% |
FAQs
Does WTV WisdomTree Trust outperforms the market?
Yes,
over the last 12 months WTV made 10.45%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.33%.
Over the last 3 months WTV made -9.45%, while SPY made -7.85%.
Over the last 3 months WTV made -9.45%, while SPY made -7.85%.
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 | -2.11% | -1.95% | 2.50% | 1.12% |
| US NASDAQ 100 | QQQ | -4.07% | -2.97% | 2.22% | 0.58% |
| US Dow Jones Industrial 30 | DIA | -0.04% | 0.29% | 2.61% | 4.27% |
| German DAX 40 | DAX | 0.55% | -2.96% | -15.8% | -11.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.42% | -1.28% | 4.13% | 5.27% |
| Hongkong Hang Seng | HSI | 0.16% | -1.31% | 1.41% | 0.15% |
| India NIFTY 50 | INDA | 5.32% | -6.90% | 1.42% | 9.11% |
| Brasil Bovespa | EWZ | -1.86% | -7.17% | -0.85% | 18.7% |
WTV vs. Sectors WTV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.97% | -0.50% | -5.87% | -10.1% |
| Consumer Discretionary | XLY | -4.46% | -2.02% | -0.72% | -0.30% |
| Consumer Staples | XLP | 5.35% | -4.89% | -2.92% | 1.07% |
| Energy | XLE | 1.24% | 6.43% | 4.04% | 22.2% |
| Financial | XLF | -0.15% | -0.55% | -4.61% | -9.20% |
| Health Care | XLV | 0.91% | -0.08% | 4.36% | 10.6% |
| Industrial | XLI | -0.28% | -1.93% | 2.14% | 4.42% |
| Materials | XLB | 1.14% | -0.21% | 9.83% | 17.2% |
| Real Estate | XLRE | 2.72% | -2.68% | 4.66% | -3.30% |
| Technology | XLK | -5.92% | -3.41% | 7.05% | 5.85% |
| Utilities | XLU | 2.04% | -5.88% | -0.12% | -9.69% |
| Aerospace & Defense | XAR | -1.67% | -7.60% | -9.06% | -14.0% |
| Biotech | XBI | -1.24% | 1.32% | 16.4% | 16.5% |
| Homebuilder | XHB | -0.36% | 0.38% | 18.0% | 20.2% |
| Retail | XRT | 0.68% | -2.44% | 7.46% | 15.4% |