EART vs. WDIG

Last updated Jun 24, 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 0.91 suggests significant overlap in exposure. 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: -5.19%
• 1M: -5.99%
• YTD: 8.19%
• 6M: 8.04%
• 1Y: 90.35%
• 3Y*: 19.97%
• 5Y*: —
• 10Y*: —

WDIG

• 1D: -7.79%
• 1M: -12.59%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

EART vs. WDIG - Yearly Performance Comparison

	2026 (YTD)
EART Global X Rare Earth & Critical Materials ETF	-12.18%
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund	-19.33%

Correlation

The correlation between EART and WDIG is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 7, 2026	0.91

Return for Risk

EART vs. WDIG — Risk / Return Rank

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

EART

EART Risk / Return Rank: 66
EART Sharpe Ratio Rank: 77
EART Sortino Ratio Rank: 59
EART Omega Ratio Rank: 62
EART Calmar Ratio Rank: 73
EART Martin Ratio Rank: 60

WDIG

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.

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	2.30	—	—
Sortino ratio: Return per unit of downside risk	2.62	—	—
Omega ratio: Gain probability vs. loss probability	1.35	—	—
Calmar ratio: Return relative to maximum drawdown	3.49	—	—
Martin ratio: Return relative to average drawdown	10.10	—	—

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 -22.59%. 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%	-22.59%	-31.09%
Max Drawdown (1Y) Largest decline over 1 year	-26.03%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-37.20%	—	—
Current Drawdown Current decline from peak	-18.05%	-21.17%	+3.12%
Average Drawdown Average peak-to-trough decline	-28.98%	-9.94%	-19.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.98%	—	—

Volatility

Volatility by Period

	EART	WDIG	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.28%	—	—
Volatility (6M) Calculated over the trailing 6-month period	33.46%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	39.51%	62.13%	-22.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.26%	62.13%	-27.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.26%	62.13%	-27.87%

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 0.60%, while WDIG has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022
EART Global X Rare Earth & Critical Materials ETF	0.60%	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?

With a correlation of 0.91, EART and WDIG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

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 0.60%, 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.