CLSM vs. WIMA

Last updated Jul 14, 2026

CLSM (Cabana Target Leading Sector Moderate ETF) and WIMA (WisdomTree International Adaptive Moving Average Fund) are both Tactical Allocation funds - CLSM tracks the Actively Managed while WIMA tracks the WisdomTree International Adaptive Moving Average Index. Both are passively managed. A 0.76 correlation means they provide meaningful diversification when combined. CLSM charges 0.82%/yr vs 0.42%/yr for WIMA.

Performance

CLSM vs. WIMA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cabana Target Leading Sector Moderate ETF (CLSM) and WisdomTree International Adaptive Moving Average Fund (WIMA). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CLSM

• 1D: -1.38%
• 1M: -1.54%
• 6M: 13.12%
• YTD: 15.94%
• 1Y: 25.23%
• 3Y*: 11.76%
• 5Y*: 3.43%
• 10Y*: —

WIMA

• 1D: -0.89%
• 1M: 0.08%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CLSM vs. WIMA - Yearly Performance Comparison

	2026 (YTD)
CLSM Cabana Target Leading Sector Moderate ETF	13.51%
WIMA WisdomTree International Adaptive Moving Average Fund	8.20%

Correlation

The correlation between CLSM and WIMA is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 12, 2026	0.76

Return for Risk

CLSM vs. WIMA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CLSM

CLSM Risk / Return Rank: 70
CLSM Sharpe Ratio Rank: 70
CLSM Sortino Ratio Rank: 65
CLSM Omega Ratio Rank: 68
CLSM Calmar Ratio Rank: 74
CLSM Martin Ratio Rank: 74

WIMA

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CLSM vs. WIMA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cabana Target Leading Sector Moderate ETF (CLSM) and WisdomTree International Adaptive Moving Average Fund (WIMA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	CLSM	WIMA	Difference
Sharpe ratio: Return per unit of total volatility	1.79	—	—
Sortino ratio: Return per unit of downside risk	2.40	—	—
Omega ratio: Gain probability vs. loss probability	1.32	—	—
Calmar ratio: Return relative to maximum drawdown	2.98	—	—
Martin ratio: Return relative to average drawdown	10.94	—	—

Drawdowns

CLSM vs. WIMA - Drawdown Comparison

The maximum CLSM drawdown since its inception was -27.77%, which is greater than WIMA's maximum drawdown of -4.81%. Use the drawdown chart below to compare losses from any high point for CLSM and WIMA.

Drawdown Indicators

	CLSM	WIMA	Difference
Max Drawdown Largest peak-to-trough decline	-27.77%	-4.81%	-22.96%
Max Drawdown (1Y) Largest decline over 1 year	-8.50%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-14.60%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-27.77%	—	—
Current Drawdown Current decline from peak	-4.11%	-1.72%	-2.39%
Average Drawdown Average peak-to-trough decline	-16.20%	-1.28%	-14.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.31%	—	—

Volatility

Volatility by Period

	CLSM	WIMA	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.68%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.31%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.21%	19.72%	-5.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.72%	19.72%	-7.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.72%	19.72%	-7.00%

CLSM vs. WIMA - Expense Ratio Comparison

CLSM has a 0.82% expense ratio, which is higher than WIMA's 0.42% expense ratio.

Dividends

CLSM vs. WIMA - Dividend Comparison

CLSM's dividend yield for the trailing twelve months is around 0.78%, less than WIMA's 1.00% yield.

Position	TTM	2025	2024	2023	2022	2021
CLSM Cabana Target Leading Sector Moderate ETF	0.78%	0.90%	2.13%	2.58%	3.17%	0.59%
WIMA WisdomTree International Adaptive Moving Average Fund	1.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CLSM and WIMA in my portfolio?

CLSM and WIMA have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, CLSM or WIMA?

On fees, WIMA is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CLSM or WIMA?

WIMA is cheaper with a 0.42% expense ratio, compared with 0.82% for CLSM.

Which ETF pays a higher dividend yield, CLSM or WIMA?

WIMA has the higher dividend yield at 1.00%, compared with 0.78% for CLSM.

What is the main difference between CLSM and WIMA?

CLSM tracks Actively Managed, while WIMA tracks WisdomTree International Adaptive Moving Average Index. They also come from different issuers: Cabana and WisdomTree. Their fees differ too: 0.82% for CLSM and 0.42% for WIMA.