WTV vs. SDVY ETF Comparison

Comparison of WisdomTree U.S. Value Fund (WTV) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

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

$81.08

Average Daily Volume

14,602

Number of Holdings ^*

164

* may have additional holdings in another (foreign) market

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

SDVY Description

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.

Grade (RS Rating)

Last Trade

$36.40

Average Daily Volume

1,251,926

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	WTV	SDVY
30 Days	6.37%	4.94%
60 Days	14.21%	10.06%
90 Days	12.67%	11.92%
12 Months	36.92%	34.63%

20 Overlapping Holdings

Symbol	Grade	Weight in WTV	Weight in SDVY	Overlap
AOS	C	0.36%	1.13%	0.36%
CRBG	B	0.64%	1.09%	0.64%
DKS	D	0.39%	1.07%	0.39%
EQH	B	1.05%	1.05%	1.05%
EXPD	D	0.81%	1.09%	0.81%
IPG	D	0.53%	1.06%	0.53%
JXN	A	0.62%	1.05%	0.62%
LEA	F	0.45%	1.07%	0.45%
MTG	A	0.59%	1.05%	0.59%
NTAP	D	0.75%	1.07%	0.75%
OMC	C	0.7%	1.06%	0.7%
PHM	C	0.36%	1.03%	0.36%
RHI	D	0.3%	1.06%	0.3%
RL	B	0.41%	1.12%	0.41%
RS	D	0.37%	1.08%	0.37%
STLD	C	0.81%	1.1%	0.81%
SYF	A	1.13%	1.02%	1.02%
TOL	C	0.52%	1.05%	0.52%
UNM	A	0.65%	1.06%	0.65%
VOYA	A	0.76%	1.08%	0.76%

WTV Overweight 144 Positions Relative to SDVY

Symbol	Grade	Weight
VST	A	2.86%
APP	A	2.41%
XOM	A	1.59%
FOXA	B	1.11%
GDDY	B	1.09%
BLDR	C	1.04%
BK	A	1.01%
RTX	A	1.0%
MRO	B	0.95%
SF	A	0.95%
ORI	A	0.94%
MO	D	0.94%
LMT	A	0.93%
NRG	A	0.93%
HIG	A	0.93%
POST	C	0.92%
MET	A	0.91%
GS	B	0.91%
MPC	D	0.9%
HCA	C	0.9%
VLO	F	0.9%
JBL	C	0.86%
MTCH	B	0.82%
EXPE	B	0.81%
PSX	D	0.81%
CVX	B	0.8%
CSL	A	0.8%
PYPL	A	0.79%
AFL	A	0.79%
TMUS	A	0.78%
UTHR	C	0.78%
AMP	A	0.77%
WFC	B	0.75%
PRU	B	0.74%
WSC	D	0.74%
ARW	C	0.74%
CAT	A	0.74%
LNG	A	0.7%
BERY	C	0.7%
UHS	D	0.7%
AIG	C	0.7%
AN	D	0.69%
DE	C	0.69%
CMCSA	B	0.69%
COP	D	0.69%
ADM	F	0.68%
HRB	C	0.67%
C	B	0.67%
EXP	C	0.67%
GM	D	0.66%
BBY	C	0.65%
MS	A	0.65%
DD	C	0.65%
EBAY	A	0.64%
KMI	A	0.63%
OXY	D	0.63%
VTRS	D	0.62%
TXT	F	0.62%
PFG	A	0.62%
CI	D	0.62%
FIS	A	0.61%
MNST	D	0.59%
KHC	F	0.58%
FI	A	0.58%
PRI	A	0.57%
CSX	D	0.57%
BKNG	B	0.57%
DVN	F	0.56%
EMN	C	0.56%
BBWI	F	0.56%
GEN	A	0.56%
LOW	C	0.56%
GIS	C	0.55%
CIEN	A	0.54%
MCK	F	0.54%
TAP	D	0.53%
FANG	D	0.53%
HOLX	D	0.52%
SAIC	A	0.52%
KDP	C	0.52%
MTN	D	0.52%
EOG	B	0.51%
OVV	D	0.51%
NOC	B	0.5%
TROW	D	0.49%
RJF	B	0.49%
GL	C	0.48%
SNX	C	0.48%
CSCO	A	0.48%
BKR	B	0.46%
DBX	C	0.45%
NVR	C	0.45%
CPAY	A	0.45%
MAR	A	0.45%
PAYC	D	0.44%
AIZ	B	0.43%
WCC	D	0.42%
EXEL	B	0.42%
NTRS	B	0.42%
SYY	D	0.42%
WYNN	B	0.41%
NUE	D	0.4%
ITW	C	0.4%
HPQ	B	0.39%
MUSA	D	0.38%
MDLZ	D	0.38%
DVA	C	0.38%
BAC	B	0.37%
BWA	C	0.37%
H	B	0.37%
DOCS	A	0.36%
LVS	B	0.36%
HON	C	0.36%
HST	D	0.36%
WEX	C	0.35%
SPG	A	0.35%
TMHC	C	0.35%
HAL	D	0.35%
SCI	D	0.34%
MCD	A	0.34%
HLT	A	0.34%
BLD	D	0.33%
CHWY	C	0.33%
AZO	D	0.33%
OTIS	A	0.33%
CAH	B	0.31%
MAS	C	0.31%
JPM	C	0.3%
TWLO	B	0.3%
THC	D	0.29%
AXP	A	0.29%
INGR	B	0.29%
CNC	F	0.29%
CROX	C	0.29%
GPK	D	0.29%
FDX	F	0.29%
GPN	F	0.28%
HSY	D	0.27%
NKE	D	0.27%
TRGP	A	0.27%
VRSN	C	0.25%
KMB	D	0.25%
DRI	C	0.24%
ULTA	D	0.17%

WTV Underweight 75 Positions Relative to SDVY

Symbol	Grade	Weight
DELL	C	-1.13%
LECO	D	-1.1%
MATX	C	-1.1%
WLK	C	-1.09%
J	F	-1.09%
CR	A	-1.09%
CF	A	-1.09%
ITT	C	-1.09%
GGG	C	-1.08%
LSTR	F	-1.08%
WMS	D	-1.08%
CMC	D	-1.08%
FIX	A	-1.08%
AMKR	F	-1.08%
KTB	C	-1.08%
WSM	C	-1.07%
FBP	B	-1.07%
SHOO	A	-1.07%
BCC	C	-1.07%
AGCO	D	-1.07%
SNA	C	-1.07%
GRMN	D	-1.07%
IEX	D	-1.07%
CHK	C	-1.07%
IBP	C	-1.07%
SLM	B	-1.06%
EDR	A	-1.06%
G	A	-1.06%
ALLY	F	-1.06%
ESNT	A	-1.05%
OC	C	-1.05%
EG	A	-1.05%
VSH	F	-1.05%
CINF	A	-1.05%
TEX	F	-1.05%
AFG	A	-1.05%
MTH	C	-1.04%
RDN	D	-1.04%
CADE	B	-1.04%
WTFC	B	-1.04%
BPOP	D	-1.04%
UFPI	C	-1.04%
RF	B	-1.04%
BEN	F	-1.04%
FITB	C	-1.04%
CRI	D	-1.04%
RGA	B	-1.04%
DINO	F	-1.03%
CCS	C	-1.03%
HBAN	B	-1.03%
CALM	A	-1.03%
BKE	B	-1.03%
PRDO	D	-1.03%
EWBC	B	-1.03%
EME	B	-1.03%
MLI	B	-1.03%
CFG	C	-1.02%
SNV	D	-1.02%
WGO	D	-1.02%
OZK	D	-1.02%
IBOC	D	-1.01%
ZION	D	-1.01%
KBH	D	-1.01%
CMA	C	-1.01%
EBC	B	-1.0%
CRC	B	-0.99%
NSP	F	-0.99%
SLVM	C	-0.99%
TPL	A	-0.98%
PHIN	D	-0.98%
AESI	B	-0.98%
WTTR	B	-0.97%
MGY	B	-0.96%
SM	D	-0.96%
WHD	A	-0.94%