ISTM vs. WDIG
ISTM (iShares Strategic Metals ETF) and WDIG (WisdomTree Efficient Rare Earth Plus Strategic Metals Fund) are both Rare Earth & Strategic Metals funds. ISTM is passively managed, while WDIG is actively managed. Their correlation of 0.87 suggests significant overlap in exposure. ISTM charges 0.49%/yr vs 0.55%/yr for WDIG.
Performance
ISTM vs. WDIG - Performance Comparison
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Returns By Period
ISTM
- 1D
- -3.40%
- 1M
- -9.19%
- YTD
- 3.12%
- 6M
- 3.55%
- 1Y
- 39.44%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WDIG
- 1D
- -7.79%
- 1M
- -12.59%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ISTM vs. WDIG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
ISTM iShares Strategic Metals ETF | -8.34% |
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund | -19.33% |
Correlation
The correlation between ISTM and WDIG is 0.87, 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 | 0.87 |
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Return for Risk
ISTM vs. WDIG — Risk / Return Rank
ISTM
WDIG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ISTM vs. WDIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Strategic Metals ETF (ISTM) 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.
| ISTM | WDIG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.25 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | — | — |
| Martin ratioReturn relative to average drawdown | 4.17 | — | — |
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Drawdowns
ISTM vs. WDIG - Drawdown Comparison
The maximum ISTM drawdown since its inception was -22.20%, roughly equal to the maximum WDIG drawdown of -22.59%. Use the drawdown chart below to compare losses from any high point for ISTM and WDIG.
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Drawdown Indicators
| ISTM | WDIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.20% | -22.59% | +0.39% |
Max Drawdown (1Y)Largest decline over 1 year | -22.20% | — | — |
Current DrawdownCurrent decline from peak | -18.92% | -21.17% | +2.25% |
Average DrawdownAverage peak-to-trough decline | -6.64% | -9.94% | +3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.48% | — | — |
Volatility
ISTM vs. WDIG - Volatility Comparison
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Volatility by Period
| ISTM | WDIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 28.67% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 31.35% | 62.13% | -30.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.24% | 62.13% | -37.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.24% | 62.13% | -37.89% |
ISTM vs. WDIG - Expense Ratio Comparison
ISTM has a 0.49% expense ratio, which is lower than WDIG's 0.55% expense ratio.
Dividends
ISTM vs. WDIG - Dividend Comparison
ISTM's dividend yield for the trailing twelve months is around 14.33%, while WDIG has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
ISTM iShares Strategic Metals ETF | 14.33% | 14.78% | 29.62% | 1.02% |
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ISTM and WDIG have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISTM is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISTM is cheaper with a 0.49% expense ratio, compared with 0.55% for WDIG.
ISTM has the higher dividend yield at 14.33%, compared with 0.00% for WDIG.
They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.49% for ISTM and 0.55% for WDIG.
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