EZRO vs. WIMA
EZRO (AlphaDroid Defensive Sector Rotation ETF) and WIMA (WisdomTree International Adaptive Moving Average Fund) are both Tactical Allocation funds. EZRO is actively managed, while WIMA is passively managed. At a 0.39 correlation, their price movements are largely independent. EZRO charges 1.01%/yr vs 0.42%/yr for WIMA.
Performance
EZRO vs. WIMA - Performance Comparison
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Returns By Period
EZRO
- 1D
- -3.25%
- 1M
- -8.26%
- YTD
- 1.82%
- 6M
- 0.43%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WIMA
- 1D
- -1.78%
- 1M
- -0.20%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EZRO vs. WIMA - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
EZRO AlphaDroid Defensive Sector Rotation ETF | -7.72% |
WIMA WisdomTree International Adaptive Moving Average Fund | -0.59% |
Correlation
The correlation between EZRO and WIMA is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 6, 2026 | 0.39 |
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Return for Risk
EZRO vs. WIMA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AlphaDroid Defensive Sector Rotation ETF (EZRO) 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
EZRO vs. WIMA - Drawdown Comparison
The maximum EZRO drawdown since its inception was -12.08%, which is greater than WIMA's maximum drawdown of -3.33%. Use the drawdown chart below to compare losses from any high point for EZRO and WIMA.
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Drawdown Indicators
| EZRO | WIMA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.08% | -3.33% | -8.75% |
Current DrawdownCurrent decline from peak | -9.62% | -1.94% | -7.68% |
Average DrawdownAverage peak-to-trough decline | -3.92% | -0.95% | -2.97% |
Volatility
EZRO vs. WIMA - Volatility Comparison
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Volatility by Period
| EZRO | WIMA | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 20.94% | 16.79% | +4.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.94% | 16.79% | +4.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.94% | 16.79% | +4.15% |
EZRO vs. WIMA - Expense Ratio Comparison
EZRO has a 1.01% expense ratio, which is higher than WIMA's 0.42% expense ratio.
Dividends
EZRO vs. WIMA - Dividend Comparison
Neither EZRO nor WIMA has paid dividends to shareholders.
Frequently Asked Questions
EZRO and WIMA have a correlation of 0.39, 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 1.01% for EZRO.
EZRO and WIMA have nearly identical dividend yields, around 0.00%.
They also come from different issuers: AlphaDroid and WisdomTree. Their fees differ too: 1.01% for EZRO and 0.42% for WIMA.
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