COAGX vs. WTLS

Last updated Aug 1, 2026

COAGX (Gator Capital Long/Short Fund) and WTLS (WisdomTree Efficient Long/Short US Equity Fund) are both Long-Short funds. Their -0.19 correlation means they have often moved in opposite directions in the past. COAGX charges 2.00%/yr vs 0.88%/yr for WTLS.

Performance

COAGX vs. WTLS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Gator Capital Long/Short Fund (COAGX) and WisdomTree Efficient Long/Short US Equity Fund (WTLS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

COAGX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

WTLS

• 1D: 0.97%
• 1M: 3.51%
• 6M: 18.98%
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
WTLS WisdomTree Efficient Long/Short US Equity Fund	$489.28K	$280.56K	$150.36K

COAGX vs. WTLS - Yearly Performance Comparison

	2026 (YTD)
COAGX Gator Capital Long/Short Fund	-0.31%
WTLS WisdomTree Efficient Long/Short US Equity Fund	20.44%

Correlation

The correlation between COAGX and WTLS is -0.19, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jan 22, 2026	-0.19

Return for Risk

COAGX vs. WTLS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Gator Capital Long/Short Fund (COAGX) and WisdomTree Efficient Long/Short US Equity Fund (WTLS). 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.

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

Drawdowns

Drawdown Indicators

	COAGX	WTLS	Difference
Max Drawdown Largest peak-to-trough decline	—	-8.94%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-1.98%	—

Volatility

Volatility by Period

	COAGX	WTLS	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	18.46%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.46%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.46%	—

COAGX vs. WTLS - Expense Ratio Comparison

COAGX has a 2.00% expense ratio, which is higher than WTLS's 0.88% expense ratio.

Dividends

COAGX vs. WTLS - Dividend Comparison

Neither COAGX nor WTLS has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
COAGX Gator Capital Long/Short Fund	0.00%	0.00%	0.81%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	5.81%
WTLS WisdomTree Efficient Long/Short US Equity Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both COAGX and WTLS in my portfolio?

COAGX and WTLS have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.