ESLV vs WTV

ESLVBEventide Large Cap Value ETF

WTVAWisdomTree U.S. Value Fund

In short

ESLV Faith-based investing usually means a big detour from the benchmark. Eventide screens US large-cap value names on ethics, then rebuilds the book to hug the Bloomberg U.S. 1000 Value index.

WTV Most value funds shop for low price tags. WTV shops for cash coming back to shareholders: dividends plus net buybacks, filtered for quality and profitability. Actively run, priced like an index fund at 0.12%.

Stated mandate

ESLV The Fund seeks long-term capital appreciation. It actively manages a long-only portfolio focused primarily on U.S. large-capitalization companies with value characteristics, applies values-based screening, and seeks to limit tracking error to the Bloomberg U.S. 1000 Value Total Return Index.

WTV The fund seeks income and capital appreciation through primarily U.S. equities selected for high total shareholder yield and favorable relative quality characteristics.

Why people hold it

• ESLV Charges 0.39% a year, under the roughly 0.54% median for active US value ETFs.
• Screen first (Eventide's review of 50-plus ethical issues), then rebuild systematically to limit tracking error to the Bloomberg U.S. 1000 Value index.eventideinvestments.com
• Eventide has built faith-based portfolios since 2008, so the ethics engine is house infrastructure, not a label on a generic value sleeve.prnewswire.comeventideinvestments.com
• Plain plumbing: long-only US large-cap value stocks, no derivatives sideshow, cash paid out quarterly.

• WTV Charges 0.12% a year, under a quarter of the 0.55% typical for active US value funds, and less than every same-benchmark rival in its group (JAVA 0.44%, CGVV 0.33%, TEQI 0.54%).
• "Value" here means cash returned: dividend yield plus net buyback yield, with quality and profitability screens, rather than a plain low price-to-book sort.wisdomtree.com
• About 160 US stocks, a multi-billion-dollar asset base, and a live track record dating to 2007. Distributions land quarterly.

Worth knowing

• ESLV Launched in 2025, so the live record is short and the screen's effect versus a standard value index has not seen a full cycle.
• Trades far less than the category's index-tracking heavyweights, which can mean wider spreads at the moment of execution.
• If the ethics screen is not the point, cheaper systematic value exists: AVLV at 0.15%, DFLV at 0.21%.

• WTV Full equity with no downside cushion, and a value tilt that can lean into a handful of sectors. Risk is the least polished part of the profile.
• Rules-based active, not an index tracker, so results can diverge from the Russell 1000 Value in either direction.
• Buybacks supply much of the shareholder yield, and companies can scale repurchases back more easily than they cut dividends.wisdomtree.com

Full ESLV profile⁠

Full WTV profile⁠