WDGF vs. IDEF
WDGF (WisdomTree Global Defense Fund) and IDEF (iShares Defense Industrials Active ETF) are both Aerospace & Defense funds. WDGF is passively managed, while IDEF is actively managed. Their correlation of 0.94 suggests significant overlap in exposure. WDGF charges 0.45%/yr vs 0.55%/yr for IDEF.
Performance
WDGF vs. IDEF - Performance Comparison
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Returns By Period
In the year-to-date period, WDGF achieves a 4.55% return, which is significantly lower than IDEF's 7.47% return.
WDGF
- 1D
- -1.76%
- 1M
- -2.27%
- YTD
- 4.55%
- 6M
- 11.25%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDEF
- 1D
- -0.75%
- 1M
- -0.72%
- YTD
- 7.47%
- 6M
- 13.45%
- 1Y
- 26.48%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WDGF vs. IDEF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WDGF WisdomTree Global Defense Fund | 4.55% | -0.25% |
IDEF iShares Defense Industrials Active ETF | 7.47% | 2.12% |
Correlation
The correlation between WDGF and IDEF is 0.94, 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 Sep 15, 2025 | 0.94 |
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Return for Risk
WDGF vs. IDEF — Risk / Return Rank
WDGF
IDEF
WDGF vs. IDEF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Global Defense Fund (WDGF) and iShares Defense Industrials Active ETF (IDEF). 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
| WDGF | IDEF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.27 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 1.50 | -1.23 |
Drawdowns
WDGF vs. IDEF - Drawdown Comparison
The maximum WDGF drawdown since its inception was -14.36%, roughly equal to the maximum IDEF drawdown of -14.63%. Use the drawdown chart below to compare losses from any high point for WDGF and IDEF.
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Drawdown Indicators
| WDGF | IDEF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.36% | -14.63% | +0.27% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.63% | — |
Current DrawdownCurrent decline from peak | -11.49% | -10.02% | -1.47% |
Average DrawdownAverage peak-to-trough decline | -5.42% | -3.87% | -1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.56% | — |
Volatility
WDGF vs. IDEF - Volatility Comparison
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Volatility by Period
| WDGF | IDEF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 7.46% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 17.96% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 22.40% | 21.00% | +1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.40% | 20.94% | +1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.40% | 20.94% | +1.46% |
WDGF vs. IDEF - Expense Ratio Comparison
WDGF has a 0.45% expense ratio, which is lower than IDEF's 0.55% expense ratio.
Dividends
WDGF vs. IDEF - Dividend Comparison
WDGF's dividend yield for the trailing twelve months is around 0.05%, less than IDEF's 0.16% yield.
| Position | TTM | 2025 |
|---|---|---|
IDEF iShares Defense Industrials Active ETF | 0.16% | 0.17% |
WDGF WisdomTree Global Defense Fund | 0.05% | 0.05% |
Frequently Asked Questions
With a correlation of 0.94, WDGF and IDEF 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.
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 0.55% for IDEF.
IDEF has the higher dividend yield at 0.16%, compared with 0.05% for WDGF.
They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.45% for WDGF and 0.55% for IDEF.
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