SFTY vs. WAMA

Last updated Jun 4, 2026

SFTY (Horizon Managed Risk ETF) and WAMA (WisdomTree U.S. Adaptive Moving Average Fund) are both Tactical Allocation funds. Their correlation of 0.93 suggests significant overlap in exposure. SFTY charges 0.77%/yr vs 0.32%/yr for WAMA.

Performance

SFTY vs. WAMA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Horizon Managed Risk ETF (SFTY) and WisdomTree U.S. Adaptive Moving Average Fund (WAMA). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SFTY

• 1D: -0.32%
• 1M: 4.71%
• YTD: 9.84%
• 6M: 9.81%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

WAMA

• 1D: -0.73%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SFTY vs. WAMA - Yearly Performance Comparison

	2026 (YTD)
SFTY Horizon Managed Risk ETF	2.49%
WAMA WisdomTree U.S. Adaptive Moving Average Fund	2.77%

Correlation

The correlation between SFTY and WAMA is 0.93, 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	0.93

Return for Risk

SFTY vs. WAMA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Horizon Managed Risk ETF (SFTY) and WisdomTree U.S. Adaptive Moving Average Fund (WAMA). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	SFTY	WAMA	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.11	4.87	-2.76

Drawdowns

SFTY vs. WAMA - Drawdown Comparison

The maximum SFTY drawdown since its inception was -8.64%, which is greater than WAMA's maximum drawdown of -1.91%. Use the drawdown chart below to compare losses from any high point for SFTY and WAMA.

Drawdown Indicators

	SFTY	WAMA	Difference
Max Drawdown Largest peak-to-trough decline	-8.64%	-1.91%	-6.73%
Current Drawdown Current decline from peak	-0.32%	-0.73%	+0.41%
Average Drawdown Average peak-to-trough decline	-1.10%	-0.39%	-0.71%

Volatility

Volatility by Period

	SFTY	WAMA	Difference
Volatility (1Y) Calculated over the trailing 1-year period	11.64%	9.20%	+2.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.64%	9.20%	+2.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.64%	9.20%	+2.44%

SFTY vs. WAMA - Expense Ratio Comparison

SFTY has a 0.77% expense ratio, which is higher than WAMA's 0.32% expense ratio.

Dividends

SFTY vs. WAMA - Dividend Comparison

SFTY's dividend yield for the trailing twelve months is around 0.17%, while WAMA has not paid dividends to shareholders.

Position	TTM	2025
SFTY Horizon Managed Risk ETF	0.17%	0.19%
WAMA WisdomTree U.S. Adaptive Moving Average Fund	0.00%	0.00%

Frequently Asked Questions

Can I hold both SFTY and WAMA in my portfolio?

With a correlation of 0.93, SFTY and WAMA 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, SFTY or WAMA?

On fees, WAMA is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SFTY or WAMA?

WAMA is cheaper with a 0.32% expense ratio, compared with 0.77% for SFTY.

Which ETF pays a higher dividend yield, SFTY or WAMA?

SFTY has the higher dividend yield at 0.17%, compared with 0.00% for WAMA.

What is the main difference between SFTY and WAMA?

They also come from different issuers: Horizon and WisdomTree. Their fees differ too: 0.77% for SFTY and 0.32% for WAMA.