LEXI vs. WIMA

Last updated Jun 6, 2026

LEXI (Alexis Practical Tactical ETF) and WIMA (WisdomTree International Adaptive Moving Average Fund) are both Tactical Allocation funds. LEXI is actively managed, while WIMA is passively managed. A 0.78 correlation means they provide meaningful diversification when combined. LEXI charges 1.00%/yr vs 0.42%/yr for WIMA.

Performance

LEXI vs. WIMA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alexis Practical Tactical ETF (LEXI) and WisdomTree International Adaptive Moving Average Fund (WIMA). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

LEXI

• 1D: -2.01%
• 1M: 0.91%
• YTD: 11.23%
• 6M: 11.51%
• 1Y: 27.43%
• 3Y*: 19.54%
• 5Y*: —
• 10Y*: —

WIMA

• 1D: -2.48%
• 1M: -1.97%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

LEXI vs. WIMA - Yearly Performance Comparison

	2026 (YTD)
LEXI Alexis Practical Tactical ETF	0.91%
WIMA WisdomTree International Adaptive Moving Average Fund	-1.97%

Correlation

The correlation between LEXI and WIMA is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 7, 2026	0.78

Return for Risk

LEXI vs. WIMA — Risk / Return Rank

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

LEXI

LEXI Risk / Return Rank: 81
LEXI Sharpe Ratio Rank: 82
LEXI Sortino Ratio Rank: 84
LEXI Omega Ratio Rank: 82
LEXI Calmar Ratio Rank: 71
LEXI Martin Ratio Rank: 84

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.

LEXI vs. WIMA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alexis Practical Tactical ETF (LEXI) 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.

	LEXI	WIMA	Difference
Sharpe ratio: Return per unit of total volatility	2.54	—	—
Sortino ratio: Return per unit of downside risk	3.58	—	—
Omega ratio: Gain probability vs. loss probability	1.47	—	—
Calmar ratio: Return relative to maximum drawdown	3.39	—	—
Martin ratio: Return relative to average drawdown	16.32	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	LEXI	WIMA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.54	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.75	-1.39	+2.14

Drawdowns

LEXI vs. WIMA - Drawdown Comparison

The maximum LEXI drawdown since its inception was -22.01%, which is greater than WIMA's maximum drawdown of -2.75%. Use the drawdown chart below to compare losses from any high point for LEXI and WIMA.

Drawdown Indicators

	LEXI	WIMA	Difference
Max Drawdown Largest peak-to-trough decline	-22.01%	-2.75%	-19.26%
Max Drawdown (1Y) Largest decline over 1 year	-8.12%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-15.94%	—	—
Current Drawdown Current decline from peak	-2.01%	-2.60%	+0.59%
Average Drawdown Average peak-to-trough decline	-5.18%	-0.99%	-4.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.69%	—	—

Volatility

Volatility by Period

	LEXI	WIMA	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.37%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.05%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.85%	15.68%	-4.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.66%	15.68%	-1.02%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.66%	15.68%	-1.02%

LEXI vs. WIMA - Expense Ratio Comparison

LEXI has a 1.00% expense ratio, which is higher than WIMA's 0.42% expense ratio.

Dividends

LEXI vs. WIMA - Dividend Comparison

LEXI's dividend yield for the trailing twelve months is around 0.85%, while WIMA has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021
LEXI Alexis Practical Tactical ETF	0.85%	0.94%	2.17%	1.34%	0.95%	0.23%
WIMA WisdomTree International Adaptive Moving Average Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both LEXI and WIMA in my portfolio?

LEXI and WIMA have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, LEXI or WIMA?

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.

Which ETF is cheaper, LEXI or WIMA?

WIMA is cheaper with a 0.42% expense ratio, compared with 1.00% for LEXI.

Which ETF pays a higher dividend yield, LEXI or WIMA?

LEXI has the higher dividend yield at 0.85%, compared with 0.00% for WIMA.

What is the main difference between LEXI and WIMA?

They also come from different issuers: Alexis and WisdomTree. Their fees differ too: 1.00% for LEXI and 0.42% for WIMA.