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Effective financial recommendations begin with clarity. How does this ETF or mutual fund stack up against another? How do portfolios compare in today's market or using hypothetical scenarios? Relying on the user-friendly tools found here on the PATH can help elevate the efficiency of your practice, bringing you added clarity in less time.

Fund Comparison

Compare funds and benchmark indexes based on fundamental characteristics, exposures, performance and more.

Select WisdomTree Funds and benchmark indexes from the categories below

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Index Attribution

See key performance attributions that set our methodology apart from broad market benchmarks.

Performance at a Glance

Identify short- and long-term trends in the market using WisdomTree top and bottom performing ETFs as a lens.

All Asset Class

All Sub Asset Class

Ticker	Fund	Category	Inception Date	Cumulative Returns
WTAI	WisdomTree Artificial Intelligence and Innovation Fund	Megatrends	12/09/2021	19.19%
QGRW	WisdomTree U.S. Quality Growth Fund	Domestic Equity - Domestic Quality	12/15/2022	17.60%
WCBR	WisdomTree Cybersecurity Fund	Megatrends	01/28/2021	16.99%
PLAT	WisdomTree Growth Leaders Fund	Megatrends	05/22/2019	14.35%
WCLD	WisdomTree Cloud Computing Fund	Megatrends	09/06/2019	13.85%
HEDJ	WisdomTree Europe Hedged Equity Fund	International Equity - Regional/Single Country	12/31/2009	13.03%
DXGE	WisdomTree Germany Hedged Equity Fund	International Equity - Regional/Single Country	10/17/2013	11.48%
GDE	WisdomTree Efficient Gold Plus Equity Strategy Fund	Capital Efficient ETFs - Core	03/17/2022	9.68%
GDMN	WisdomTree Efficient Gold Plus Gold Miners Strategy Fund	Capital Efficient ETFs - Tactical	12/16/2021	8.13%
EUSC	WisdomTree Europe Hedged SmallCap Equity Fund	International Equity - Regional/Single Country Small Cap	03/04/2015	7.97%

*The standardized performance of each Fund, can be found by clicking on the Fund’s ticker symbol.

Performance is historical and does not guarantee future results. Current performance may be lower or higher than quoted. Investment returns and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Returns less than one year are not annualized. Performance data for the most recent month-end is available on the respective fund pages.

Morningstar Ratings

View all WisdomTree 4- and 5-star rated Funds based on risk-adjusted returns.

As of date: 2/28/2023

Fund Information		Morningstar
Ticker	Fund	Morningstar U.S. Fund Category	Overall # of Funds	Overall Rating	ESG Rating
DDLS	WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund	Foreign Small/Mid Value	47
DDWM	WisdomTree Dynamic Currency Hedged International Equity Fund	Foreign Large Value	327
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Large Blend	1,226
HEDJ	WisdomTree Europe Hedged Equity Fund	Europe Stock	91
IHDG	WisdomTree International Hedged Quality Dividend Growth Fund	Foreign Large Growth	400
RESD	WisdomTree International ESG Fund	Foreign Large Growth	700
AGZD	WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund	Nontraditional Bond	310
CEW	WisdomTree Emerging Currency Strategy Fund	Emerging-Markets Local-Currency Bond	75
DGRS	WisdomTree U.S. SmallCap Quality Dividend Growth Fund	Small Blend	449
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	Diversified Emerging Mkts	742
DLN	WisdomTree U.S. LargeCap Dividend Fund	Large Value	1,149
DNL	WisdomTree Global ex-U.S. Quality Dividend Growth Fund	Foreign Large Growth	400
DTD	WisdomTree U.S. Total Dividend Fund	Large Value	1,149
DWM	WisdomTree International Equity Fund	Foreign Large Value	327
DWMF	WisdomTree International Multifactor Fund	Foreign Large Blend	700
DXJ	WisdomTree Japan Hedged Equity Fund	Japan Stock	32
DXJS	WisdomTree Japan Hedged SmallCap Equity Fund	Japan Stock	32
EMCB	WisdomTree Emerging Markets Corporate Bond Fund	Emerging Markets Bond	243
EMMF	WisdomTree Emerging Markets Multifactor Fund	Diversified Emerging Mkts	742
EUDG	WisdomTree Europe Quality Dividend Growth Fund	Europe Stock	91
EUSC	WisdomTree Europe Hedged SmallCap Equity Fund	Europe Stock	91
HYZD	WisdomTree Interest Rate Hedged High Yield Bond Fund	Nontraditional Bond	310
IQDG	WisdomTree International Quality Dividend Growth Fund	Foreign Large Growth	400
USMF	WisdomTree U.S. Multifactor Fund	Mid-Cap Blend	374
WTV	WisdomTree U.S. Value Fund	Large Value	1,149

Past performance is not indicative of future results. Overall Morningstar Ratings are based on Risk-Adjusted Return.

The Morningstar Rating™ for funds, or “star rating,” is calculated for managed products with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive five stars, the next 22.5% receive four stars, the next 35% receive three stars, the next 22.5% receive two stars, and the bottom 10% receive one star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three- and five-year Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns.

The Morningstar Sustainability Rating is a measure of the financially material environmental, social and governance, or ESG, risks in a portfolio relative to a portfolio's peer group.

The Morningstar Sustainability Rating is calculated through a three-step process.

First, Morningstar calculates the Morningstar Portfolio Sustainability Score for every portfolio reported within the trailing 12 months. This score is a historical holdings-based calculation using the company-level ESG Risk Rating from Sustainalytics, a leading provider of ESG research. The Sustainalytics’ company-level ESG Risk Rating measures the degree to which a company’s economic value may be at risk driven by ESG issues. To be considered material to the risk rating, an ESG issue must have a potentially substantial impact on the economic value of a company and therefore on the risk-return profile of an investment in the company. The ESG issues that are material vary across industry groups and companies.

Second, Morningstar uses these scores to calculate a portfolio's Morningstar Historical Portfolio Sustainability Score.

Third, Morningstar assigns a Morningstar Sustainability Rating for a portfolio based on its Morningstar Historical Portfolio Sustainability Score relative to its Morningstar Global Category.

Additionally, Morningstar applies ratings buffers to increase the rating's stability and makes ratings adjustments for portfolios with extreme Morningstar Historical Portfolio Sustainability Scores.

For each product category, 5 globes are assigned to the top 10%, 4 globes to the next 22.5%, 3 globes to the next 35%,2 globes to the next 22.5%, and 1 globe to the bottom 10%.

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