ESBG vs. WIMA
ESBG (First Trust Enhanced Stocks, Bonds & Gold ETF) and WIMA (WisdomTree International Adaptive Moving Average Fund) are both Tactical Allocation funds. ESBG is actively managed, while WIMA is passively managed. Their 0.79 correlation means they have sometimes moved together and sometimes differently. ESBG charges 0.95%/yr vs 0.42%/yr for WIMA.
Performance
ESBG vs. WIMA - Performance Comparison
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Returns By Period
ESBG
- 1D
- -0.46%
- 1M
- -2.07%
- 6M
- -11.15%
- YTD
- -2.79%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
WIMA
- 1D
- -0.67%
- 1M
- 1.75%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.83K | $6.10K | $15.77K | |
| $60.16K | $79.88K | $108.50K |
ESBG vs. WIMA - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF | -13.13% |
WIMA WisdomTree International Adaptive Moving Average Fund | 10.96% |
Correlation
The correlation between ESBG and WIMA is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 12, 2026 | 0.79 |
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Return for Risk
ESBG vs. WIMA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
ESBG vs. WIMA - Drawdown Comparison
The maximum ESBG drawdown since its inception was -18.84%, which is greater than WIMA's maximum drawdown of -4.81%. Use the drawdown chart below to compare losses from any high point for ESBG and WIMA.
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Drawdown Indicators
| ESBG | WIMA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.84% | -4.81% | -14.03% |
Current DrawdownCurrent decline from peak | -17.57% | -0.67% | -16.90% |
Average DrawdownAverage peak-to-trough decline | -8.52% | -1.26% | -7.26% |
Volatility
ESBG vs. WIMA - Volatility Comparison
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Volatility by Period
| ESBG | WIMA | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 25.17% | 19.25% | +5.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.17% | 19.25% | +5.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.17% | 19.25% | +5.92% |
ESBG vs. WIMA - Expense Ratio Comparison
ESBG has a 0.95% expense ratio, which is higher than WIMA's 0.42% expense ratio.
Dividends
ESBG vs. WIMA - Dividend Comparison
ESBG's dividend yield for the trailing twelve months is around 1.12%, more than WIMA's 0.97% yield.
| Position | TTM | 2025 |
|---|---|---|
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF | 1.12% | 0.24% |
WIMA WisdomTree International Adaptive Moving Average Fund | 0.97% | 0.00% |
Frequently Asked Questions
ESBG and WIMA have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
WIMA is cheaper with a 0.42% expense ratio, compared with 0.95% for ESBG.
ESBG has the higher dividend yield at 1.12%, compared with 0.97% for WIMA.
They also come from different issuers: First Trust and WisdomTree. Their fees differ too: 0.95% for ESBG and 0.42% for WIMA.
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