WTV vs. XJH ETF Comparison

Comparison of WisdomTree U.S. Value Fund (WTV) to iShares ESG Screened S&P Mid-Cap ETF (XJH)
WTV

WisdomTree U.S. Value Fund

WTV Description

WisdomTree Trust - WisdomTree U.S. Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to benchmark the performance of its portfolio against the Russell 1000 Value Index. WisdomTree Trust - WisdomTree U.S. Value Fund was formed on February 23, 2007 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$88.57

Average Daily Volume

27,994

Number of Holdings *

165

* may have additional holdings in another (foreign) market
XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$44.74

Average Daily Volume

12,793

Number of Holdings *

353

* may have additional holdings in another (foreign) market
Performance
Period WTV XJH
30 Days 9.12% 6.31%
60 Days 11.64% 5.54%
90 Days 14.82% 6.69%
12 Months 41.90% 30.21%
35 Overlapping Holdings
Symbol Grade Weight in WTV Weight in XJH Overlap
AN C 0.6% 0.17% 0.17%
ARW D 0.59% 0.23% 0.23%
BERY B 0.64% 0.29% 0.29%
BLD D 0.26% 0.41% 0.26%
CIEN B 0.55% 0.38% 0.38%
CROX D 0.19% 0.22% 0.19%
CSL C 0.72% 0.78% 0.72%
DBX B 0.44% 0.25% 0.25%
DOCS C 0.4% 0.25% 0.25%
EQH B 1.09% 0.45% 0.45%
EXEL B 0.51% 0.38% 0.38%
EXP A 0.66% 0.39% 0.39%
GPK C 0.26% 0.32% 0.26%
H B 0.36% 0.27% 0.27%
HRB D 0.54% 0.31% 0.31%
INGR B 0.28% 0.37% 0.28%
LEA D 0.36% 0.2% 0.2%
MTG C 0.53% 0.24% 0.24%
MTN C 0.49% 0.25% 0.25%
MUSA A 0.37% 0.37% 0.37%
ORI A 0.92% 0.33% 0.33%
POST C 0.81% 0.19% 0.19%
PRI A 0.59% 0.38% 0.38%
RS B 0.37% 0.64% 0.37%
SCI B 0.34% 0.46% 0.34%
SF B 1.07% 0.45% 0.45%
SNX C 0.44% 0.33% 0.33%
THC D 0.25% 0.59% 0.25%
TMHC B 0.32% 0.28% 0.28%
TOL B 0.47% 0.6% 0.47%
UNM A 0.74% 0.45% 0.45%
UTHR C 0.74% 0.65% 0.65%
VOYA B 0.72% 0.3% 0.3%
WCC B 0.48% 0.35% 0.35%
WEX D 0.28% 0.28% 0.28%
WTV Overweight 130 Positions Relative to XJH
Symbol Grade Weight
APP B 5.52%
VST B 3.36%
XOM B 1.46%
SYF B 1.37%
GDDY A 1.24%
FOXA B 1.11%
BK A 1.02%
GS A 1.01%
MO A 0.96%
WFC A 0.93%
EXPE B 0.91%
MRO B 0.91%
NRG B 0.89%
BLDR D 0.89%
RTX C 0.89%
HIG B 0.86%
JBL B 0.86%
VLO C 0.86%
MET A 0.85%
AMP A 0.85%
STLD B 0.82%
TMUS B 0.82%
CVX A 0.8%
MPC D 0.8%
LNG B 0.79%
PYPL B 0.79%
MS A 0.77%
GM B 0.76%
LMT D 0.76%
PSX C 0.75%
KMI A 0.73%
PRU A 0.72%
AFL B 0.72%
EXPD D 0.7%
NTAP C 0.7%
HCA F 0.69%
C A 0.69%
COP C 0.67%
AIG B 0.67%
CAT B 0.67%
CMCSA B 0.66%
FI A 0.65%
WSC D 0.65%
VTRS A 0.65%
CRBG B 0.64%
BKNG A 0.64%
MCK B 0.63%
JXN C 0.63%
DE A 0.62%
OMC C 0.62%
MTCH D 0.61%
LH C 0.6%
RJF A 0.6%
FIS C 0.59%
ADM D 0.57%
PFG D 0.57%
MNST C 0.57%
UHS D 0.57%
OXY D 0.56%
DD D 0.56%
GEN B 0.56%
EBAY D 0.55%
CI F 0.54%
TAP C 0.53%
CSX B 0.53%
PAYC B 0.53%
TXT D 0.53%
BBY D 0.52%
OVV B 0.52%
BBWI D 0.51%
BKR B 0.5%
TROW B 0.5%
LOW D 0.5%
EOG A 0.5%
FANG D 0.5%
CPAY A 0.49%
DVN F 0.49%
NTRS A 0.48%
MAR B 0.48%
CSCO B 0.48%
HOLX D 0.47%
GL B 0.47%
KHC F 0.47%
EMN D 0.47%
AIZ A 0.44%
IPG D 0.44%
GIS D 0.43%
NOC D 0.42%
TWLO A 0.42%
BAC A 0.41%
RL B 0.41%
SAIC F 0.41%
KDP D 0.41%
SYY B 0.38%
ITW B 0.38%
HPQ A 0.38%
NUE C 0.37%
HON B 0.37%
NVR D 0.36%
CHWY B 0.35%
DVA B 0.35%
SPG B 0.35%
DKS C 0.35%
WYNN D 0.35%
TRGP B 0.34%
HLT A 0.34%
HAL C 0.33%
HST C 0.33%
GPN B 0.32%
LVS C 0.32%
JPM A 0.32%
BWA D 0.32%
AZO C 0.31%
MDLZ F 0.31%
FDX B 0.3%
RHI B 0.3%
OTIS C 0.3%
PHM D 0.3%
MCD D 0.3%
CAH B 0.3%
AXP A 0.29%
AOS F 0.27%
MAS D 0.26%
VRSN F 0.23%
DRI B 0.22%
HSY F 0.22%
KMB D 0.22%
NKE D 0.21%
CNC D 0.21%
ULTA F 0.14%
WTV Underweight 318 Positions Relative to XJH
Symbol Grade Weight
EME C -0.88%
ILMN D -0.85%
LII A -0.75%
IBKR A -0.73%
WSO A -0.69%
RPM A -0.66%
MANH D -0.65%
XPO B -0.65%
OC A -0.64%
BURL A -0.64%
WSM B -0.63%
DT C -0.61%
USFD A -0.61%
FIX A -0.59%
FNF B -0.59%
COHR B -0.58%
PSTG D -0.58%
GGG B -0.57%
CASY A -0.57%
RGA A -0.57%
SFM A -0.54%
EWBC A -0.54%
ACM B -0.54%
AVTR F -0.54%
SAIA B -0.54%
CW B -0.52%
RNR C -0.51%
TXRH C -0.5%
GLPI C -0.5%
ELS C -0.5%
CLH B -0.48%
ITT A -0.47%
NBIX C -0.47%
JLL D -0.47%
BMRN D -0.47%
DUOL A -0.46%
NVT B -0.46%
AMH D -0.45%
JEF A -0.45%
WPC D -0.45%
ATR B -0.44%
BJ A -0.44%
LECO B -0.44%
RRX B -0.43%
LAMR D -0.42%
CUBE D -0.41%
FHN A -0.41%
TTEK F -0.41%
FND C -0.41%
KNSL B -0.4%
GME C -0.4%
AA B -0.4%
EVR B -0.4%
CCK C -0.4%
EHC B -0.39%
ARMK B -0.39%
AFG A -0.39%
WBS A -0.39%
OHI C -0.39%
WWD B -0.39%
CHDN B -0.39%
AIT A -0.39%
SRPT D -0.39%
LAD A -0.38%
AYI B -0.38%
WING D -0.37%
HLI B -0.37%
NLY C -0.37%
ALLY C -0.37%
PNFP B -0.36%
TPX B -0.36%
WTRG B -0.36%
DTM B -0.36%
GMED A -0.35%
WMS D -0.35%
RGLD C -0.35%
DCI B -0.35%
FBIN D -0.35%
BRBR A -0.35%
PCTY B -0.34%
AXTA A -0.34%
AAON B -0.34%
CFR B -0.34%
KNX B -0.34%
PEN B -0.34%
REXR F -0.34%
BRX A -0.33%
WTFC A -0.33%
ZION B -0.33%
NYT C -0.33%
CBSH A -0.32%
CHE D -0.32%
CR A -0.32%
MTZ B -0.32%
TTC D -0.32%
MEDP D -0.32%
CNM D -0.31%
SSB B -0.31%
ONTO D -0.31%
PLNT A -0.31%
X C -0.31%
SKX D -0.31%
LNW D -0.31%
EGP F -0.31%
HQY B -0.31%
PB A -0.3%
SEIC B -0.3%
SNV B -0.3%
UFPI B -0.3%
ADC B -0.29%
MKSI C -0.29%
WH B -0.29%
JAZZ B -0.29%
NNN D -0.29%
FYBR D -0.29%
TREX C -0.29%
SSD D -0.29%
FLS B -0.29%
RLI B -0.28%
MIDD C -0.28%
EXLS B -0.28%
MTSI B -0.28%
OLED D -0.28%
ANF C -0.28%
G B -0.28%
RGEN D -0.28%
CVLT B -0.28%
KEX C -0.28%
LPX B -0.27%
MASI A -0.27%
GTLS B -0.27%
GXO B -0.27%
ALV C -0.27%
COKE C -0.27%
R B -0.27%
ESAB B -0.27%
RYAN B -0.27%
OSK B -0.27%
MSA D -0.26%
HALO F -0.26%
CMC B -0.26%
VMI B -0.26%
DINO D -0.26%
VNO B -0.26%
FCN D -0.26%
FR D -0.26%
CGNX C -0.26%
ELF C -0.26%
ONB B -0.26%
LSCC D -0.26%
GNTX C -0.26%
COLB A -0.25%
DAR C -0.25%
KD B -0.25%
AZPN A -0.25%
STAG F -0.25%
LSTR D -0.25%
FAF A -0.25%
WHR B -0.24%
HR C -0.24%
NOV C -0.24%
GBCI B -0.24%
CYTK F -0.24%
CBT C -0.23%
VNT B -0.23%
BRKR D -0.23%
SIGI C -0.23%
NOVT D -0.23%
WFRD D -0.23%
LFUS F -0.23%
ALTR B -0.23%
STWD C -0.23%
UBSI B -0.22%
HOMB A -0.22%
AGCO D -0.22%
RMBS C -0.22%
LITE B -0.22%
JHG A -0.22%
WTS B -0.22%
PVH C -0.22%
THO B -0.22%
THG A -0.22%
KRG B -0.22%
CHX C -0.22%
ESNT D -0.22%
FNB A -0.22%
CRUS D -0.21%
CADE B -0.21%
UMBF B -0.21%
QLYS C -0.21%
CLF F -0.21%
VVV F -0.21%
AMG B -0.21%
LNTH D -0.21%
ALTM C -0.21%
OLLI D -0.21%
KBH D -0.21%
SLM A -0.2%
FFIN B -0.2%
KNF A -0.2%
BC C -0.2%
APPF B -0.2%
GATX A -0.2%
BDC B -0.19%
GAP B -0.19%
HXL D -0.19%
ST F -0.19%
SON D -0.19%
UGI A -0.19%
EXPO D -0.19%
BYD C -0.19%
NXST C -0.19%
ROIV C -0.19%
AM A -0.19%
OZK B -0.19%
HWC B -0.19%
HAE C -0.18%
CUZ B -0.18%
AVT C -0.18%
AVNT B -0.18%
IRT A -0.18%
NJR A -0.18%
WMG C -0.18%
VLY B -0.18%
LOPE B -0.18%
TKR D -0.18%
RH B -0.18%
FIVE F -0.18%
MMS F -0.18%
EEFT B -0.17%
DLB B -0.17%
SLGN A -0.17%
SWX B -0.17%
TCBI B -0.16%
ASGN F -0.16%
BCO D -0.16%
KRC C -0.16%
NEU C -0.16%
CELH F -0.16%
OGS A -0.16%
WLK D -0.16%
SBRA C -0.16%
KMPR B -0.16%
ORA B -0.16%
FLO D -0.16%
M D -0.16%
IBOC A -0.15%
MSM C -0.15%
HOG D -0.15%
ENS D -0.15%
RYN D -0.15%
ASB B -0.15%
CNO A -0.15%
XRAY F -0.14%
ACHC F -0.14%
TNL A -0.14%
OPCH D -0.14%
ASH D -0.14%
SR A -0.14%
FHI A -0.13%
EPR D -0.13%
VAL D -0.13%
BLKB B -0.13%
CDP C -0.13%
SLAB D -0.13%
NVST B -0.13%
TEX D -0.13%
IRDM D -0.13%
PII D -0.13%
POWI D -0.13%
LANC C -0.13%
ZI D -0.12%
PK B -0.12%
PAG B -0.12%
ALGM D -0.12%
PBF D -0.12%
BHF B -0.12%
WEN D -0.12%
SMG D -0.12%
GHC C -0.12%
FLG C -0.12%
CHH A -0.12%
YETI C -0.12%
COLM B -0.11%
COTY F -0.11%
LIVN F -0.11%
SAM C -0.11%
TDC D -0.11%
NEOG F -0.11%
AMKR D -0.11%
AMED F -0.11%
NSA D -0.11%
SYNA C -0.11%
VAC B -0.11%
PCH D -0.11%
MAN D -0.11%
WU D -0.1%
ENOV C -0.1%
VC D -0.1%
ARWR F -0.1%
GT C -0.1%
NSP D -0.1%
CXT B -0.1%
HGV B -0.1%
CPRI F -0.09%
PPC C -0.08%
IPGP D -0.08%
AZTA D -0.08%
JWN C -0.08%
RCM F -0.08%
GEF A -0.07%
CAR C -0.07%
VSH D -0.07%
UAA C -0.07%
CNXC F -0.07%
CRI D -0.07%
UA B -0.05%
MAGN F -0.01%
Compare ETFs