WDGF vs. ROBO

Last updated Aug 2, 2026

WDGF (WisdomTree Global Defense Fund) and ROBO (ROBO Global Robotics & Automation Index ETF) are both exchange-traded funds - WDGF is a Aerospace & Defense fund tracking the WisdomTree Global Defense Index, while ROBO is a Robotics fund tracking the ROBO Global Robotics and Automation TR Index. Both are passively managed. Their 0.51 correlation means they have sometimes moved together and sometimes differently. WDGF charges 0.45%/yr vs 0.95%/yr for ROBO.

Performance

WDGF vs. ROBO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Global Defense Fund (WDGF) and ROBO Global Robotics & Automation Index ETF (ROBO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WDGF achieves a 2.92% return, which is significantly lower than ROBO's 14.34% return.

WDGF

• 1D: 0.72%
• 1M: -2.03%
• 6M: -9.84%
• YTD: 2.92%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

ROBO

• 1D: 0.85%
• 1M: -4.96%
• 6M: 9.49%
• YTD: 14.34%
• 1Y: 28.77%
• 3Y*: 11.42%
• 5Y*: 4.04%
• 10Y*: 11.96%
• ALL TIME*: 9.73%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ROBO ROBO Global Robotics & Automation Index ETF	$10.10M	$12.55M	$20.11M
WDGF WisdomTree Global Defense Fund	$47.19K	$44.58K	$156.04K

WDGF vs. ROBO - Yearly Performance Comparison

	2026 (YTD)	2025
WDGF WisdomTree Global Defense Fund	2.92%	-0.39%
ROBO ROBO Global Robotics & Automation Index ETF	14.34%	6.49%

Correlation

The correlation between WDGF and ROBO is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 12, 2025	0.51

Return for Risk

WDGF vs. ROBO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

WDGF

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

ROBO

ROBO Risk / Return Rank: 42
ROBO Sharpe Ratio Rank: 42
ROBO Sortino Ratio Rank: 42
ROBO Omega Ratio Rank: 40
ROBO Calmar Ratio Rank: 45
ROBO Martin Ratio Rank: 43

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

WDGF vs. ROBO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Global Defense Fund (WDGF) and ROBO Global Robotics & Automation Index ETF (ROBO). 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.

	WDGF	ROBO	Difference
Sharpe ratio: Return per unit of total volatility	—	1.05	—
Sortino ratio: Return per unit of downside risk	—	1.54	—
Omega ratio: Gain probability vs. loss probability	—	1.19	—
Calmar ratio: Return relative to maximum drawdown	—	1.60	—
Martin ratio: Return relative to average drawdown	—	4.75	—

Drawdowns

WDGF vs. ROBO - Drawdown Comparison

The maximum WDGF drawdown since its inception was -18.00%, smaller than the maximum ROBO drawdown of -43.65%. Use the drawdown chart below to compare losses from any high point for WDGF and ROBO.

Drawdown Indicators

	WDGF	ROBO	Difference
Max Drawdown Largest peak-to-trough decline	-18.00%	-43.65%	+25.65%
Max Drawdown (1Y) Largest decline over 1 year	—	-17.35%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-27.92%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-43.65%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-43.65%	—
Current Drawdown Current decline from peak	-12.87%	-12.28%	-0.59%
Average Drawdown Average peak-to-trough decline	-7.00%	-12.88%	+5.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	5.85%	—

Volatility

Volatility by Period

	WDGF	ROBO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	9.79%	—
Volatility (6M) Calculated over the trailing 6-month period	—	22.47%	—
Volatility (1Y) Calculated over the trailing 1-year period	22.80%	26.46%	-3.66%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.80%	24.41%	-1.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.80%	23.47%	-0.67%

WDGF vs. ROBO - Expense Ratio Comparison

WDGF has a 0.45% expense ratio, which is lower than ROBO's 0.95% expense ratio.

Dividends

WDGF vs. ROBO - Dividend Comparison

WDGF's dividend yield for the trailing twelve months is around 0.05%, less than ROBO's 0.37% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ROBO ROBO Global Robotics & Automation Index ETF	0.37%	0.42%	0.55%	0.05%	0.00%	0.18%	0.20%	0.37%	0.37%	0.02%	0.19%	0.28%
WDGF WisdomTree Global Defense Fund	0.05%	0.05%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WDGF and ROBO in my portfolio?

WDGF and ROBO have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WDGF or ROBO?

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.

Which ETF is cheaper, WDGF or ROBO?

WDGF is cheaper with a 0.45% expense ratio, compared with 0.95% for ROBO.

Which ETF pays a higher dividend yield, WDGF or ROBO?

ROBO has the higher dividend yield at 0.37%, compared with 0.05% for WDGF.

What is the main difference between WDGF and ROBO?

WDGF is categorized as Aerospace & Defense, while ROBO is Robotics. WDGF tracks WisdomTree Global Defense Index, while ROBO tracks ROBO Global Robotics and Automation TR Index. They also come from different issuers: WisdomTree and Exchange Traded Concepts. Their fees differ too: 0.45% for WDGF and 0.95% for ROBO.