WAMA vs. BSR

Last updated Jun 4, 2026

WAMA (WisdomTree U.S. Adaptive Moving Average Fund) and BSR (Beacon Selective Risk ETF) are both Tactical Allocation funds - WAMA tracks the WisdomTree U.S. Adaptive Moving Average Index while BSR tracks the NONE. Both are passively managed. At a 0.41 correlation, their price movements are largely independent. WAMA charges 0.32%/yr vs 1.10%/yr for BSR.

Performance

WAMA vs. BSR - Performance Comparison

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

Returns By Period

WAMA

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

BSR

• 1D: -0.07%
• 1M: 0.63%
• YTD: 2.94%
• 6M: 2.86%
• 1Y: 11.15%
• 3Y*: 7.53%
• 5Y*: —
• 10Y*: —

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

WAMA vs. BSR - Yearly Performance Comparison

	2026 (YTD)
WAMA WisdomTree U.S. Adaptive Moving Average Fund	2.77%
BSR Beacon Selective Risk ETF	-0.35%

Correlation

The correlation between WAMA and BSR is 0.41, 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 7, 2026	0.41

Return for Risk

WAMA vs. BSR — Risk / Return Rank

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

BSR

BSR Risk / Return Rank: 36
BSR Sharpe Ratio Rank: 36
BSR Sortino Ratio Rank: 35
BSR Omega Ratio Rank: 36
BSR Calmar Ratio Rank: 37
BSR Martin Ratio Rank: 34

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.

WAMA vs. BSR - Risk-Adjusted Trends Comparison

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

	WAMA	BSR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.29	—
Sharpe Ratio (All Time) Calculated using the full available price history	4.87	0.48	+4.39

Drawdowns

WAMA vs. BSR - Drawdown Comparison

The maximum WAMA drawdown since its inception was -1.91%, smaller than the maximum BSR drawdown of -15.68%. Use the drawdown chart below to compare losses from any high point for WAMA and BSR.

Drawdown Indicators

	WAMA	BSR	Difference
Max Drawdown Largest peak-to-trough decline	-1.91%	-15.68%	+13.77%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.15%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-15.68%	—
Current Drawdown Current decline from peak	-0.73%	-4.84%	+4.11%
Average Drawdown Average peak-to-trough decline	-0.39%	-4.58%	+4.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.16%	—

Volatility

Volatility by Period

	WAMA	BSR	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.20%	—
Volatility (6M) Calculated over the trailing 6-month period	—	6.42%	—
Volatility (1Y) Calculated over the trailing 1-year period	9.20%	8.65%	+0.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.20%	16.27%	-7.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.20%	16.27%	-7.07%

WAMA vs. BSR - Expense Ratio Comparison

WAMA has a 0.32% expense ratio, which is lower than BSR's 1.10% expense ratio.

Dividends

WAMA vs. BSR - Dividend Comparison

WAMA has not paid dividends to shareholders, while BSR's dividend yield for the trailing twelve months is around 2.81%.

Position	TTM	2025	2024	2023
BSR Beacon Selective Risk ETF	2.81%	2.89%	0.89%	1.08%
WAMA WisdomTree U.S. Adaptive Moving Average Fund	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WAMA and BSR in my portfolio?

WAMA and BSR have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WAMA or BSR?

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, WAMA or BSR?

WAMA is cheaper with a 0.32% expense ratio, compared with 1.10% for BSR.

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

BSR has the higher dividend yield at 2.81%, compared with 0.00% for WAMA.

What is the main difference between WAMA and BSR?

WAMA tracks WisdomTree U.S. Adaptive Moving Average Index, while BSR tracks NONE. They also come from different issuers: WisdomTree and American Beacon. Their fees differ too: 0.32% for WAMA and 1.10% for BSR.