WDIG vs. EART

Last updated Jun 24, 2026

WDIG (WisdomTree Efficient Rare Earth Plus Strategic Metals Fund) and EART (Global X Rare Earth & Critical Materials ETF) are both Rare Earth & Strategic Metals funds. WDIG is actively managed, while EART is passively managed. Their correlation of 0.91 suggests significant overlap in exposure. WDIG charges 0.55%/yr vs 0.59%/yr for EART.

Performance

WDIG vs. EART - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) and Global X Rare Earth & Critical Materials ETF (EART). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

WDIG

• 1D: -7.79%
• 1M: -12.59%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

EART

• 1D: -5.19%
• 1M: -5.99%
• YTD: 8.19%
• 6M: 8.04%
• 1Y: 90.35%
• 3Y*: 19.97%
• 5Y*: —
• 10Y*: —

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

WDIG vs. EART - Yearly Performance Comparison

	2026 (YTD)
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund	-19.33%
EART Global X Rare Earth & Critical Materials ETF	-12.18%

Correlation

The correlation between WDIG and EART is 0.91, 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	0.91

Return for Risk

WDIG vs. EART — Risk / Return Rank

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

WDIG

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

EART

EART Risk / Return Rank: 66
EART Sharpe Ratio Rank: 77
EART Sortino Ratio Rank: 59
EART Omega Ratio Rank: 62
EART Calmar Ratio Rank: 73
EART Martin Ratio Rank: 60

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.

WDIG vs. EART - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) and Global X Rare Earth & Critical Materials ETF (EART). 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.

	WDIG	EART	Difference
Sharpe ratio: Return per unit of total volatility	—	2.30	—
Sortino ratio: Return per unit of downside risk	—	2.62	—
Omega ratio: Gain probability vs. loss probability	—	1.35	—
Calmar ratio: Return relative to maximum drawdown	—	3.49	—
Martin ratio: Return relative to average drawdown	—	10.10	—

Drawdowns

WDIG vs. EART - Drawdown Comparison

The maximum WDIG drawdown since its inception was -22.59%, smaller than the maximum EART drawdown of -53.68%. Use the drawdown chart below to compare losses from any high point for WDIG and EART.

Drawdown Indicators

	WDIG	EART	Difference
Max Drawdown Largest peak-to-trough decline	-22.59%	-53.68%	+31.09%
Max Drawdown (1Y) Largest decline over 1 year	—	-26.03%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-37.20%	—
Current Drawdown Current decline from peak	-21.17%	-18.05%	-3.12%
Average Drawdown Average peak-to-trough decline	-9.94%	-28.98%	+19.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	8.98%	—

Volatility

Volatility by Period

	WDIG	EART	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	13.28%	—
Volatility (6M) Calculated over the trailing 6-month period	—	33.46%	—
Volatility (1Y) Calculated over the trailing 1-year period	62.13%	39.51%	+22.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	62.13%	34.26%	+27.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	62.13%	34.26%	+27.87%

WDIG vs. EART - Expense Ratio Comparison

WDIG has a 0.55% expense ratio, which is lower than EART's 0.59% expense ratio.

Dividends

WDIG vs. EART - Dividend Comparison

WDIG has not paid dividends to shareholders, while EART's dividend yield for the trailing twelve months is around 0.60%.

Position	TTM	2025	2024	2023	2022
EART Global X Rare Earth & Critical Materials ETF	0.60%	0.65%	1.06%	1.83%	2.04%
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WDIG and EART in my portfolio?

With a correlation of 0.91, WDIG and EART 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, WDIG or EART?

On fees, WDIG is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, WDIG or EART?

WDIG is cheaper with a 0.55% expense ratio, compared with 0.59% for EART.

Which ETF pays a higher dividend yield, WDIG or EART?

EART has the higher dividend yield at 0.60%, compared with 0.00% for WDIG.

What is the main difference between WDIG and EART?

They also come from different issuers: WisdomTree and Global X. Their fees differ too: 0.55% for WDIG and 0.59% for EART.