EART vs. WDIG

Last updated Aug 2, 2026

EART (Global X Rare Earth & Critical Materials ETF) and WDIG (WisdomTree Efficient Rare Earth Plus Strategic Metals Fund) are both Rare Earth & Strategic Metals funds. EART is passively managed, while WDIG is actively managed. Their correlation of 0.90 means they have usually moved in the same direction. EART charges 0.59%/yr vs 0.55%/yr for WDIG.

Performance

EART vs. WDIG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Rare Earth & Critical Materials ETF (EART) and WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

EART

• 1D: -0.20%
• 1M: -5.56%
• 6M: -13.83%
• YTD: -1.67%
• 1Y: 52.96%
• 3Y*: 14.34%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 3.99%

WDIG

• 1D: -0.38%
• 1M: -5.74%
• 6M: —
• 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)
EART Global X Rare Earth & Critical Materials ETF	$439.93K	$546.94K	$580.35K
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund	$54.15K	$50.36K	$175.27K

EART vs. WDIG - Yearly Performance Comparison

	2026 (YTD)
EART Global X Rare Earth & Critical Materials ETF	-20.18%
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund	-28.09%

Correlation

The correlation between EART and WDIG is 0.90, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 7, 2026	0.90

Return for Risk

EART vs. WDIG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

EART

EART Risk / Return Rank: 50
EART Sharpe Ratio Rank: 56
EART Sortino Ratio Rank: 50
EART Omega Ratio Rank: 52
EART Calmar Ratio Rank: 50
EART Martin Ratio Rank: 41

WDIG

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

EART vs. WDIG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Rare Earth & Critical Materials ETF (EART) and WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG). 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.

	EART	WDIG	Difference
Sharpe ratio: Return per unit of total volatility	1.34	—	—
Sortino ratio: Return per unit of downside risk	1.79	—	—
Omega ratio: Gain probability vs. loss probability	1.23	—	—
Calmar ratio: Return relative to maximum drawdown	1.80	—	—
Martin ratio: Return relative to average drawdown	4.42	—	—

Drawdowns

EART vs. WDIG - Drawdown Comparison

The maximum EART drawdown since its inception was -53.68%, which is greater than WDIG's maximum drawdown of -32.81%. Use the drawdown chart below to compare losses from any high point for EART and WDIG.

Drawdown Indicators

	EART	WDIG	Difference
Max Drawdown Largest peak-to-trough decline	-53.68%	-32.81%	-20.87%
Max Drawdown (1Y) Largest decline over 1 year	-29.83%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-33.15%	—	—
Current Drawdown Current decline from peak	-25.51%	-29.73%	+4.22%
Average Drawdown Average peak-to-trough decline	-28.88%	-18.02%	-10.86%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.12%	—	—

Volatility

Volatility by Period

	EART	WDIG	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.78%	—	—
Volatility (6M) Calculated over the trailing 6-month period	33.17%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	40.21%	53.76%	-13.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.26%	53.76%	-19.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.26%	53.76%	-19.50%

EART vs. WDIG - Expense Ratio Comparison

EART has a 0.59% expense ratio, which is higher than WDIG's 0.55% expense ratio.

Dividends

EART vs. WDIG - Dividend Comparison

EART's dividend yield for the trailing twelve months is around 0.69%, while WDIG has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022
EART Global X Rare Earth & Critical Materials ETF	0.69%	0.65%	1.06%	1.83%	2.04%
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both EART and WDIG in my portfolio?

EART and WDIG have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, EART or WDIG?

On fees, WDIG is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EART or WDIG?

WDIG is cheaper with a 0.55% expense ratio, compared with 0.59% for EART.

Which ETF pays a higher dividend yield, EART or WDIG?

EART has the higher dividend yield at 0.69%, compared with 0.00% for WDIG.

What is the main difference between EART and WDIG?

They also come from different issuers: Global X and WisdomTree. Their fees differ too: 0.59% for EART and 0.55% for WDIG.