DIVYvsWTVETF Comparison
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Sound Equity Income ETF (DIVY) belongs to the US Large Cap segment. WisdomTree U.S. Value Fund (WTV) is part of the US Multi-Factor segment. DIVY's top 3 sector exposures are Finance, Non-Energy Materials and Healthcare. In contrast, WTV's top sector exposures are Finance, Technology and Consumer Non-Cyclicals. DIVY is more expensive with a Total Expense Ratio (TER) of 0.45%, versus 0.12% for WTV. DIVY is up 14.23% year-to-date (YTD) with -$4M in YTD flows. WTV performs worse with 13.29% YTD performance, and +$723M in YTD flows. Run a side-by-side ETF comparison of DIVY and WTV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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DIVY vs WTV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/20/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DIVY WTV | +4.93%+3.22% | +4.97%+6.20% | +14.23%+13.29% | +18.39%+22.69% | +28.61%+71.18% | +51.43%+93.44% |
| Flows | DIVY WTV | -$1M+$161M | -$1M+$261M | -$4M+$723M | -$7M+$1.23B | -$2M+$2.47B | +$14M+$2.54B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DIVY WTV | +14.27%+10.32% | +13.32%+11.75% | +14.65%+14.89% | +16.02%+17.07% |
| Max drawdown | DIVY WTV | -3.23%-2.05% | -9.14%-7.20% | -17.81%-18.48% | -17.81%-19.31% |
| Max drawdown duration | DIVY WTV | 16d16d | 108d86d | 233d233d | 233d392d |
Trading data
DIVY | WTV | |
Last sale 7/21/2026 at 1:30 PM | $29.74 | $104.78 |
| Previous close 07/20/2026 | $29.68 | $104.45 |
| Consolidated volume 07/20/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/21/2026 at 1:30 PM
Live
Closed
DIVY | WTV | |
|---|---|---|
| Last price | $29.74 | $104.78 |
| 1D performance | +0.20% | +0.32% |
| AuM | $28.17 M | $3.16 B |
| E/R | 0.45% | 0.12% |
Characteristics
DIVY | WTV | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Toroso Asset Management | WisdomTree |
| Benchmark | - | - |
| N° of holdings | 35 | 121 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 31, 2020 | February 23, 2007 |
| ESG | No | No |
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Exposure
Countries
DIVY
USA
81.04%
Other
18.96%
WTV
USA
96.69%
Other
3.31%
Sectors
DIVY
Finance
23.14%
Non-Energy Materi.
12.29%
Healthcare
12.05%
Energy
10.73%
Consumer Non-Cycl.
9.58%
Technology
8.73%
Other
23.48%
WTV
Finance
26.63%
Technology
20.5%
Consumer Non-Cycl.
10.02%
Healthcare
8.96%
Industrials
8.76%
Other
25.13%
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Diversification
DIVY
Total weight of top 15 holdings out of 15
51.12%
WTV
Total weight of top 15 holdings out of 15
27.95%
Top 15 holdings
Data as of June 30, 2026
DIVY
Citizens Financial Group, Inc. (Rhode Island)
4.27%
Omnicom Group, Inc.
4.10%
Eversource Energy
3.87%
GSK Plc
3.55%
United Parcel Service, Inc.
3.55%
Sonoco Products Co.
3.54%
Scotts Miracle-Gro Co.
3.29%
Corebridge Financial, Inc.
3.22%
M&T Bank Corp.
3.20%
Cisco Systems, Inc.
3.15%
Principal Financial Group, Inc.
3.15%
Accenture Plc
3.12%
Perrigo Co. Plc
3.09%
Provident Financial Services, Inc.
3.08%
The J. M. Smucker Co.
2.94%
WTV
NVIDIA Corp.
3.19%
Dell Technologies, Inc.
2.86%
Berkshire Hathaway, Inc.
2.57%
Cisco Systems, Inc.
2.08%
Southwest Airlines Co.
1.95%
Citigroup, Inc.
1.88%
Target Corp.
1.76%
Zoom Communications, Inc.
1.70%
DaVita, Inc.
1.56%
Salesforce, Inc.
1.51%
Viatris, Inc.
1.41%
Morgan Stanley
1.40%
Ball Corp.
1.36%
Merck & Co., Inc.
1.36%
Altria Group, Inc.
1.35%
Frequently asked questions about DIVY and WTV
How have the DIVY and WTV ETFs performed in 2026?
As of July 20, 2026, DIVY is up 14.23% year-to-date (YTD), while WTV has returned 13.29%. That puts DIVY better performer ahead so far this year.
Which ETF is attracting more investor money: DIVY or WTV?
Year-to-date, the DIVY ETF saw -$4M in flows, compared to +$723M for WTV.
Which ETF is more volatile: DIVY or WTV?
Over the past year, DIVY had a volatility of 13.32%, while WTV experienced 11.75%.
Which ETF is bigger: DIVY or WTV?
As of July 20, 2026, DIVY holds $28.17 M in assets under management (AUM), while WTV manages $3.16 B.
What sectors do the DIVY and WTV ETFs invest in?
DIVY leans toward sectors like Finance, Non-Energy Materials and Healthcare. Meanwhile, WTV focuses on Finance, Technology and Consumer Non-Cyclicals.
What are the top holdings of the DIVY ETF and WTV ETF?
DIVY top holdings include Citizens Financial Group, Inc. (Rhode Island), Omnicom Group, Inc. and Eversource Energy. WTV holds in its top three: NVIDIA Corp., Dell Technologies, Inc. and Berkshire Hathaway, Inc..
Which ETF is more diversified: DIVY or WTV?
DIVY holds 35 securities with 51.12% of its assets in the top 15. WTV has 121 securities and a top 15 weight of 27.95%.
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