WAR vs. WDGF
WAR (U.S. Global Technology and Aerospace & Defense ETF) and WDGF (WisdomTree Global Defense Fund) are both Aerospace & Defense funds. WAR is actively managed, while WDGF is passively managed. Their 0.38 correlation means their historical movements had little consistent relationship. WAR charges 0.60%/yr vs 0.45%/yr for WDGF.
Performance
WAR vs. WDGF - Performance Comparison
Loading charts...
Returns By Period
WAR
- 1D
- 0.10%
- 1M
- -11.85%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
WDGF
- 1D
- 0.72%
- 1M
- -2.03%
- 6M
- -9.84%
- YTD
- 2.92%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $393.99K | $600.52K | $802.98K | |
| $47.19K | $44.58K | $156.04K |
WAR vs. WDGF - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WAR U.S. Global Technology and Aerospace & Defense ETF | -14.51% |
WDGF WisdomTree Global Defense Fund | -2.65% |
Correlation
The correlation between WAR and WDGF is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 26, 2026 | 0.38 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WAR vs. WDGF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for U.S. Global Technology and Aerospace & Defense ETF (WAR) and WisdomTree Global Defense Fund (WDGF). 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.
Loading charts...
Drawdowns
WAR vs. WDGF - Drawdown Comparison
The maximum WAR drawdown since its inception was -25.04%, which is greater than WDGF's maximum drawdown of -18.00%. Use the drawdown chart below to compare losses from any high point for WAR and WDGF.
Loading charts...
Drawdown Indicators
| WAR | WDGF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.04% | -18.00% | -7.04% |
Current DrawdownCurrent decline from peak | -19.88% | -12.87% | -7.01% |
Average DrawdownAverage peak-to-trough decline | -10.62% | -7.00% | -3.62% |
Volatility
WAR vs. WDGF - Volatility Comparison
Loading charts...
Volatility by Period
| WAR | WDGF | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 49.86% | 22.80% | +27.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.86% | 22.80% | +27.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.86% | 22.80% | +27.06% |
WAR vs. WDGF - Expense Ratio Comparison
WAR has a 0.60% expense ratio, which is higher than WDGF's 0.45% expense ratio.
Dividends
WAR vs. WDGF - Dividend Comparison
WAR has not paid dividends to shareholders, while WDGF's dividend yield for the trailing twelve months is around 0.05%.
| Position | TTM | 2025 |
|---|---|---|
WAR U.S. Global Technology and Aerospace & Defense ETF | 0.00% | 0.00% |
WDGF WisdomTree Global Defense Fund | 0.05% | 0.05% |
Frequently Asked Questions
WAR and WDGF have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WDGF is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WDGF is cheaper with a 0.45% expense ratio, compared with 0.60% for WAR.
WDGF has the higher dividend yield at 0.05%, compared with 0.00% for WAR.
They also come from different issuers: US Global and WisdomTree. Their fees differ too: 0.60% for WAR and 0.45% for WDGF.
Find the right allocation for WAR and WDGF
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer