Investor Solutions

Education, tools and insights for modern investors.

ETF Education

Since the first exchange-traded funds (ETFs) were launched in the U.S. in 1993, they have opened a new realm of investment opportunities. ETFs have become more popular over time, and their assets have increased dramatically.

What are ETFs, how do they work and what are their benefits? Learn the basics now.

ETF Tax Efficiency

While ETFs and mutual funds are similar in some ways, they are also very different. ETFs potentially provide much more transparency, flexibility, tradability and tax efficiency. There’s never been a better time to explore the many potential benefits and tax advantages of an ETF.
Visit the ETF Education section for more resources.
Investment Tools

 

Our comprehensive suite of tools gives investors the means to analyze funds, indexes and portfolios in order to better achieve their unique goals.

Fund Comparison
Compare funds and benchmark indexes based on fundamental characteristics, exposures, performance, and more.
Select WisdomTree Funds and benchmarks from the categories below:
To compare 25,000 ETFs and Mutual Funds, please REGISTER or LOGIN.
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.
Morningstar Ratings
View all WisdomTree 4- and 5-star rated funds based on risk-adjusted returns.
As of date: 5/31/2021
Fund Information
Morningstar
TickerFundMorningstar U.S. Fund Category Overall # of FundsOverall RatingESG Rating
CXSE
China Region
83
DLN
Large Value
1,140
EUDG
Europe Stock
88
DDWM
Foreign Large Value
320
DES
Small Value
408
DTD
Large Value
1,140
DWM
Foreign Large Value
320
EMCB
Emerging Markets Bond
245
QSY
Large Value
1,140
SFIG
Short-Term Bond
518
SHAG
Short-Term Bond
518
USMF
Mid-Cap Blend
362
WFHY
High Yield Bond
633
XSOE
Diversified Emerging Mkts
699
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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