WTV ETF

$107.21

Returns Overview

1 Month
+4.77%
3 Months
+10.02%
6 Months
+13.66%
YTD
+15.25%
1 Year
+19.43%
3 Years (annualized)
+19.30%
5 Years (annualized)
+13.04%
10 Years (annualized)
+14.29%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would WTV have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

+4.77%

3 Months Performance

+10.02%

6 Months Performance

+13.66%

1 Year Performance

+19.43%

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This ETF (YTD)
+15.25%
Peer Avg (YTD)
+9.49%
vs Peers
+5.76%

WTV ETF Performance

WTV performance across multiple time periods: 1-month 4.77%, YTD 15.25%, 1-year 19.43%, 3-year 19.30%, 5-year 13.04%, 10-year 14.29%.

WTV returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this ETF.

WTV performance comparison shows side-by-side returns with another fund. WTV alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.77%Jun 29, 2026 to Jul 28, 2026
3 Months+10.02%Apr 28, 2026 to Jul 28, 2026
6 Months+13.66%Jan 28, 2026 to Jul 28, 2026
1 Year+19.43%N/A
3 Years+19.30%N/A
5 Years+13.04%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized