WDIG vs. EART
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
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Returns By Period
WDIG
- 1D
- -4.18%
- 1M
- -20.52%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EART
- 1D
- -2.89%
- 1M
- -18.16%
- 6M
- -17.88%
- YTD
- -4.89%
- 1Y
- 50.73%
- 3Y*
- 12.73%
- 5Y*
- —
- 10Y*
- —
WDIG vs. EART - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund | -28.49% |
EART Global X Rare Earth & Critical Materials ETF | -22.80% |
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 |
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Return for Risk
WDIG vs. EART — Risk / Return Rank
WDIG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EART
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 ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.22 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.82 | — |
| Martin ratioReturn relative to average drawdown | — | 4.74 | — |
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Drawdowns
WDIG vs. EART - Drawdown Comparison
The maximum WDIG drawdown since its inception was -30.12%, 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.
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Drawdown Indicators
| WDIG | EART | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.12% | -53.68% | +23.56% |
Max Drawdown (1Y)Largest decline over 1 year | — | -27.96% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -35.90% | — |
Current DrawdownCurrent decline from peak | -30.12% | -27.96% | -2.16% |
Average DrawdownAverage peak-to-trough decline | -15.34% | -28.90% | +13.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 10.74% | — |
Volatility
WDIG vs. EART - Volatility Comparison
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Volatility by Period
| WDIG | EART | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 9.53% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 32.94% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 55.79% | 39.92% | +15.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.79% | 34.26% | +21.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.79% | 34.26% | +21.53% |
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 0.71%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
EART Global X Rare Earth & Critical Materials ETF | 0.71% | 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
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.
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.
WDIG is cheaper with a 0.55% expense ratio, compared with 0.59% for EART.
EART has the higher dividend yield at 0.71%, compared with 0.00% for WDIG.
They also come from different issuers: WisdomTree and Global X. Their fees differ too: 0.55% for WDIG and 0.59% for EART.
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