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Franklin Templeton made investors more money ($9.2B). WisdomTree had more funds that made money (74%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one us stocks fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · US STOCKS | WisdomTree | Franklin Templeton |
|---|---|---|
| Funds in the category | 12 | 10 |
| Made money (W–L) | 10–0 | 5–3 |
| Win % | 100% | 63% |
| Money made | $1.4B | $3.8B |
| Typical return | +13.9% | +15.4% |
| Launches · 2026 | 2 | 0 |
| Assets | $11.9B | $20.7B |
| Fee per $100 | $0.22 | $0.48 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| WTV | WisdomTree U.S. Value Fund | $3.3B | +21.7% ✓ |
| QGRW | WisdomTree U.S. Quality Growth Fund | $3.1B | +7.2% ✓ |
| EPS | WisdomTree U.S. LargeCap Fund | $1.6B | +13.9% ✓ |
| NTSX | WisdomTree U.S. Efficient Core Fund | $1.3B | +7.8% ✓ |
| EZM | WisdomTree U.S. MidCap Fund | $940M | +18.1% ✓ |
| EES | WisdomTree U.S. SmallCap Fund | $689M | +22.9% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| PVAL | Putnam Focused Large Cap Value ETF | $15.5B | +28.0% ✓ |
| USPX | Franklin U.S. Equity Index ETF | $2.0B | +10.9% ✓ |
| FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | $1.5B | +15.4% ✓ |
| PFRX | Putnam Focused U.S. Research ETF | $529M | — |
| LRGE | ClearBridge Large Cap Growth Select ETF | $364M | −0.4% ✕ |
| FFOG | Franklin Focused Growth ETF | $361M | −5.6% ✕ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.