WDIG vs. ISTM
WDIG (WisdomTree Efficient Rare Earth Plus Strategic Metals Fund) and ISTM (iShares Strategic Metals ETF) are both Rare Earth & Strategic Metals funds. WDIG is actively managed, while ISTM is passively managed. Their correlation of 0.86 suggests significant overlap in exposure. WDIG charges 0.55%/yr vs 0.49%/yr for ISTM.
Performance
WDIG vs. ISTM - Performance Comparison
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Returns By Period
WDIG
- 1D
- -3.49%
- 1M
- -16.21%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ISTM
- 1D
- -1.32%
- 1M
- -7.95%
- 6M
- -9.18%
- YTD
- 1.07%
- 1Y
- 28.01%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WDIG vs. ISTM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund | -26.60% |
ISTM iShares Strategic Metals ETF | -10.16% |
Correlation
The correlation between WDIG and ISTM is 0.86, 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 | 0.86 |
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Return for Risk
WDIG vs. ISTM — Risk / Return Rank
WDIG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ISTM
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.
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 | ISTM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.19 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.25 | — |
| Martin ratioReturn relative to average drawdown | — | 2.66 | — |
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Drawdowns
WDIG vs. ISTM - Drawdown Comparison
The maximum WDIG drawdown since its inception was -28.50%, which is greater than ISTM's maximum drawdown of -22.47%. Use the drawdown chart below to compare losses from any high point for WDIG and ISTM.
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Drawdown Indicators
| WDIG | ISTM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.50% | -22.47% | -6.03% |
Max Drawdown (1Y)Largest decline over 1 year | — | -22.47% | — |
Current DrawdownCurrent decline from peak | -28.27% | -20.52% | -7.75% |
Average DrawdownAverage peak-to-trough decline | -14.51% | -6.90% | -7.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 10.56% | — |
Volatility
WDIG vs. ISTM - Volatility Comparison
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Volatility by Period
| WDIG | ISTM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 8.26% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 27.03% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 56.30% | 31.73% | +24.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.30% | 24.32% | +31.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 56.30% | 24.32% | +31.98% |
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 14.62%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
ISTM iShares Strategic Metals ETF | 14.62% | 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
WDIG and ISTM have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
ISTM is cheaper with a 0.49% expense ratio, compared with 0.55% for WDIG.
ISTM has the higher dividend yield at 14.62%, compared with 0.00% for WDIG.
They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.55% for WDIG and 0.49% for ISTM.
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