WDIG vs. ISTM

Last updated Jun 4, 2026

WDIG (WisdomTree Efficient Rare Earth Plus Strategic Metals Fund) and ISTM (iShares Strategic Metals ETF) are both exchange-traded funds - WDIG is a Commodities fund actively managed by WisdomTree, while ISTM is a Metals fund tracking the ICE Strategic Re-Industrialization Metals Index. WDIG is actively managed, while ISTM is passively managed. Their correlation of 0.89 suggests significant overlap in exposure. WDIG charges 0.55%/yr vs 0.49%/yr for ISTM.

Performance

WDIG vs. ISTM - 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 iShares Strategic Metals ETF (ISTM). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

WDIG

• 1D: -4.03%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ISTM

• 1D: -2.14%
• 1M: 4.48%
• YTD: 13.15%
• 6M: 24.67%
• 1Y: 58.68%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

WDIG vs. ISTM - Yearly Performance Comparison

	2026 (YTD)
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund	1.18%
ISTM iShares Strategic Metals ETF	0.10%

Correlation

The correlation between WDIG and ISTM is 0.89, 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 8, 2026	0.89

Return for Risk

WDIG vs. ISTM — Risk / Return Rank

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

ISTM

ISTM Risk / Return Rank: 52
ISTM Sharpe Ratio Rank: 58
ISTM Sortino Ratio Rank: 45
ISTM Omega Ratio Rank: 59
ISTM Calmar Ratio Rank: 54
ISTM Martin Ratio Rank: 42

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. ISTM - 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 iShares Strategic Metals ETF (ISTM). 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.

Sharpe Ratios by Period

	WDIG	ISTM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.92	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.35	1.15	-0.79

Drawdowns

WDIG vs. ISTM - Drawdown Comparison

The maximum WDIG drawdown since its inception was -15.71%, smaller than the maximum ISTM drawdown of -22.20%. Use the drawdown chart below to compare losses from any high point for WDIG and ISTM.

Drawdown Indicators

	WDIG	ISTM	Difference
Max Drawdown Largest peak-to-trough decline	-15.71%	-22.20%	+6.49%
Max Drawdown (1Y) Largest decline over 1 year	—	-22.20%	—
Current Drawdown Current decline from peak	-5.40%	-11.03%	+5.63%
Average Drawdown Average peak-to-trough decline	-6.14%	-6.49%	+0.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	8.85%	—

Volatility

Volatility by Period

	WDIG	ISTM	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	8.76%	—
Volatility (6M) Calculated over the trailing 6-month period	—	28.06%	—
Volatility (1Y) Calculated over the trailing 1-year period	52.06%	30.67%	+21.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	52.06%	24.11%	+27.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	52.06%	24.11%	+27.95%

WDIG vs. ISTM - Expense Ratio Comparison

WDIG has a 0.55% expense ratio, which is higher than ISTM's 0.49% expense ratio.

Dividends

WDIG vs. ISTM - Dividend Comparison

WDIG has not paid dividends to shareholders, while ISTM's dividend yield for the trailing twelve months is around 13.06%.

Position	TTM	2025	2024	2023
ISTM iShares Strategic Metals ETF	13.06%	14.78%	29.62%	1.02%
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WDIG and ISTM in my portfolio?

WDIG and ISTM have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WDIG or ISTM?

On fees, ISTM is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, WDIG or ISTM?

ISTM is cheaper with a 0.49% expense ratio, compared with 0.55% for WDIG.

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

ISTM has the higher dividend yield at 13.06%, compared with 0.00% for WDIG.

What is the main difference between WDIG and ISTM?

WDIG is categorized as Commodities, while ISTM is Metals. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.55% for WDIG and 0.49% for ISTM.