SFTY vs. WIMA

Last updated Jun 24, 2026

SFTY (Horizon Managed Risk ETF) and WIMA (WisdomTree International Adaptive Moving Average Fund) are both Tactical Allocation funds. A 0.75 correlation means they provide meaningful diversification when combined. SFTY charges 0.77%/yr vs 0.42%/yr for WIMA.

Performance

SFTY vs. WIMA - Performance Comparison

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

Returns By Period

SFTY

• 1D: -1.20%
• 1M: -1.11%
• YTD: 7.57%
• 6M: 6.68%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

WIMA

• 1D: -1.78%
• 1M: -0.20%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SFTY vs. WIMA - Yearly Performance Comparison

	2026 (YTD)
SFTY Horizon Managed Risk ETF	1.71%
WIMA WisdomTree International Adaptive Moving Average Fund	-0.59%

Correlation

The correlation between SFTY and WIMA is 0.75, 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 6, 2026	0.75

Return for Risk

SFTY vs. WIMA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Horizon Managed Risk ETF (SFTY) 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.

Drawdowns

SFTY vs. WIMA - Drawdown Comparison

The maximum SFTY drawdown since its inception was -8.64%, which is greater than WIMA's maximum drawdown of -3.33%. Use the drawdown chart below to compare losses from any high point for SFTY and WIMA.

Drawdown Indicators

	SFTY	WIMA	Difference
Max Drawdown Largest peak-to-trough decline	-8.64%	-3.33%	-5.31%
Current Drawdown Current decline from peak	-2.38%	-1.94%	-0.44%
Average Drawdown Average peak-to-trough decline	-1.12%	-0.95%	-0.17%

Volatility

Volatility by Period

	SFTY	WIMA	Difference
Volatility (1Y) Calculated over the trailing 1-year period	12.07%	16.79%	-4.72%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.07%	16.79%	-4.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.07%	16.79%	-4.72%

SFTY vs. WIMA - Expense Ratio Comparison

SFTY has a 0.77% expense ratio, which is higher than WIMA's 0.42% expense ratio.

Dividends

SFTY vs. WIMA - Dividend Comparison

SFTY's dividend yield for the trailing twelve months is around 0.18%, while WIMA has not paid dividends to shareholders.

Position	TTM	2025
SFTY Horizon Managed Risk ETF	0.18%	0.19%
WIMA WisdomTree International Adaptive Moving Average Fund	0.00%	0.00%

Frequently Asked Questions

Can I hold both SFTY and WIMA in my portfolio?

SFTY and WIMA have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SFTY 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, SFTY or WIMA?

WIMA is cheaper with a 0.42% expense ratio, compared with 0.77% for SFTY.

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

SFTY has the higher dividend yield at 0.18%, compared with 0.00% for WIMA.

What is the main difference between SFTY and WIMA?

They also come from different issuers: Horizon and WisdomTree. Their fees differ too: 0.77% for SFTY and 0.42% for WIMA.