WAMA vs. TBFG
WAMA (WisdomTree U.S. Adaptive Moving Average Fund) and TBFG (The Brinsmere Fund - Growth ETF) are both Tactical Allocation funds. WAMA is passively managed, while TBFG is actively managed. Their correlation of 0.86 suggests significant overlap in exposure. WAMA charges 0.32%/yr vs 0.42%/yr for TBFG.
Performance
WAMA vs. TBFG - Performance Comparison
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Returns By Period
WAMA
- 1D
- -0.73%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TBFG
- 1D
- -0.36%
- 1M
- 4.39%
- YTD
- 10.35%
- 6M
- 11.14%
- 1Y
- 24.53%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WAMA vs. TBFG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WAMA WisdomTree U.S. Adaptive Moving Average Fund | 2.77% |
TBFG The Brinsmere Fund - Growth ETF | 2.14% |
Correlation
The correlation between WAMA and TBFG is 0.86, 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 | 0.86 |
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Return for Risk
WAMA vs. TBFG — Risk / Return Rank
WAMA
TBFG
WAMA vs. TBFG - 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 - Growth ETF (TBFG). 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.
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Sharpe Ratios by Period
| WAMA | TBFG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 4.87 | 1.38 | +3.49 |
Drawdowns
WAMA vs. TBFG - Drawdown Comparison
The maximum WAMA drawdown since its inception was -1.91%, smaller than the maximum TBFG drawdown of -13.43%. Use the drawdown chart below to compare losses from any high point for WAMA and TBFG.
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Drawdown Indicators
| WAMA | TBFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.91% | -13.43% | +11.52% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.63% | — |
Current DrawdownCurrent decline from peak | -0.73% | -0.36% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -0.39% | -1.63% | +1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.76% | — |
Volatility
WAMA vs. TBFG - Volatility Comparison
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Volatility by Period
| WAMA | TBFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.00% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.00% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 9.20% | 9.73% | -0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.20% | 10.95% | -1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.20% | 10.95% | -1.75% |
WAMA vs. TBFG - Expense Ratio Comparison
WAMA has a 0.32% expense ratio, which is lower than TBFG's 0.42% expense ratio.
Dividends
WAMA vs. TBFG - Dividend Comparison
WAMA has not paid dividends to shareholders, while TBFG's dividend yield for the trailing twelve months is around 2.35%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
TBFG The Brinsmere Fund - Growth ETF | 2.35% | 2.65% | 2.43% |
WAMA WisdomTree U.S. Adaptive Moving Average Fund | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WAMA and TBFG have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
WAMA is cheaper with a 0.32% expense ratio, compared with 0.42% for TBFG.
TBFG has the higher dividend yield at 2.35%, compared with 0.00% for WAMA.
They also come from different issuers: WisdomTree and The Brinsmere Funds. Their fees differ too: 0.32% for WAMA and 0.42% for TBFG.
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