WAMA vs. SFTY

Last updated Jun 4, 2026

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

Performance

WAMA vs. SFTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Adaptive Moving Average Fund (WAMA) and Horizon Managed Risk ETF (SFTY). 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*: —

SFTY

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

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

WAMA vs. SFTY - Yearly Performance Comparison

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

Correlation

The correlation between WAMA and SFTY 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

WAMA vs. SFTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Adaptive Moving Average Fund (WAMA) and Horizon Managed Risk ETF (SFTY). 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	SFTY	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	4.87	2.11	+2.76

Drawdowns

WAMA vs. SFTY - Drawdown Comparison

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

Drawdown Indicators

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

Volatility

Volatility by Period

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

WAMA vs. SFTY - Expense Ratio Comparison

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

Dividends

WAMA vs. SFTY - Dividend Comparison

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

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 WAMA and SFTY in my portfolio?

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

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 SFTY?

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

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

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

What is the main difference between WAMA and SFTY?

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