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 0.87 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
- -7.79%
- 1M
- -12.59%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ISTM
- 1D
- -3.40%
- 1M
- -9.19%
- YTD
- 3.12%
- 6M
- 3.55%
- 1Y
- 39.44%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WDIG vs. ISTM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund | -19.33% |
ISTM iShares Strategic Metals ETF | -8.34% |
Correlation
The correlation between WDIG and ISTM is 0.87, 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 | 0.87 |
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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 | — | 1.25 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.78 | — |
| Martin ratioReturn relative to average drawdown | — | 4.17 | — |
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Drawdowns
WDIG vs. ISTM - Drawdown Comparison
The maximum WDIG drawdown since its inception was -22.59%, roughly equal to the maximum ISTM drawdown of -22.20%. 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 | -22.59% | -22.20% | -0.39% |
Max Drawdown (1Y)Largest decline over 1 year | — | -22.20% | — |
Current DrawdownCurrent decline from peak | -21.17% | -18.92% | -2.25% |
Average DrawdownAverage peak-to-trough decline | -9.94% | -6.64% | -3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 9.48% | — |
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 | — | 7.62% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 28.67% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 62.13% | 31.35% | +30.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.13% | 24.24% | +37.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.13% | 24.24% | +37.89% |
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 14.33%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
ISTM iShares Strategic Metals ETF | 14.33% | 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 0.87, 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 14.33%, 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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