WAMA vs. TBFC

Last updated Jun 4, 2026

WAMA (WisdomTree U.S. Adaptive Moving Average Fund) and TBFC (The Brinsmere Fund - Conservative ETF) are both Tactical Allocation funds. WAMA is passively managed, while TBFC is actively managed. Their correlation of 0.90 suggests significant overlap in exposure. WAMA charges 0.32%/yr vs 0.44%/yr for TBFC.

Performance

WAMA vs. TBFC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Adaptive Moving Average Fund (WAMA) and The Brinsmere Fund - Conservative ETF (TBFC). 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*: —

TBFC

• 1D: -0.31%
• 1M: 2.49%
• YTD: 5.69%
• 6M: 6.22%
• 1Y: 15.57%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

WAMA vs. TBFC - Yearly Performance Comparison

	2026 (YTD)
WAMA WisdomTree U.S. Adaptive Moving Average Fund	2.77%
TBFC The Brinsmere Fund - Conservative ETF	1.11%

Correlation

The correlation between WAMA and TBFC is 0.90, 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	0.90

Return for Risk

WAMA vs. TBFC — Risk / Return Rank

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

TBFC

TBFC Risk / Return Rank: 72
TBFC Sharpe Ratio Rank: 77
TBFC Sortino Ratio Rank: 79
TBFC Omega Ratio Rank: 79
TBFC Calmar Ratio Rank: 59
TBFC Martin Ratio Rank: 67

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. TBFC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Adaptive Moving Average Fund (WAMA) and The Brinsmere Fund - Conservative ETF (TBFC). 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	TBFC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.46	—
Sharpe Ratio (All Time) Calculated using the full available price history	4.87	1.51	+3.36

Drawdowns

WAMA vs. TBFC - Drawdown Comparison

The maximum WAMA drawdown since its inception was -1.91%, smaller than the maximum TBFC drawdown of -8.89%. Use the drawdown chart below to compare losses from any high point for WAMA and TBFC.

Drawdown Indicators

	WAMA	TBFC	Difference
Max Drawdown Largest peak-to-trough decline	-1.91%	-8.89%	+6.98%
Max Drawdown (1Y) Largest decline over 1 year	—	-5.45%	—
Current Drawdown Current decline from peak	-0.73%	-0.31%	-0.42%
Average Drawdown Average peak-to-trough decline	-0.39%	-1.06%	+0.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.29%	—

Volatility

Volatility by Period

	WAMA	TBFC	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.10%	—
Volatility (6M) Calculated over the trailing 6-month period	—	5.24%	—
Volatility (1Y) Calculated over the trailing 1-year period	9.20%	6.35%	+2.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.20%	7.14%	+2.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.20%	7.14%	+2.06%

WAMA vs. TBFC - Expense Ratio Comparison

WAMA has a 0.32% expense ratio, which is lower than TBFC's 0.44% expense ratio.

Dividends

WAMA vs. TBFC - Dividend Comparison

WAMA has not paid dividends to shareholders, while TBFC's dividend yield for the trailing twelve months is around 2.93%.

Position	TTM	2025	2024
TBFC The Brinsmere Fund - Conservative ETF	2.93%	3.28%	2.98%
WAMA WisdomTree U.S. Adaptive Moving Average Fund	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WAMA and TBFC in my portfolio?

With a correlation of 0.90, WAMA and TBFC 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 TBFC?

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 TBFC?

WAMA is cheaper with a 0.32% expense ratio, compared with 0.44% for TBFC.

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

TBFC has the higher dividend yield at 2.93%, compared with 0.00% for WAMA.

What is the main difference between WAMA and TBFC?

They also come from different issuers: WisdomTree and Brinsmere. Their fees differ too: 0.32% for WAMA and 0.44% for TBFC.