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WDIG vs. USOI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WDIG vs. USOI - 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 Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


WDIG

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

USOI

1D
-1.16%
1M
-13.97%
YTD
26.72%
6M
25.07%
1Y
24.90%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WDIG vs. USOI - Yearly Performance Comparison


Correlation

The correlation between WDIG and USOI is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since May 7, 2026

-0.16

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Return for Risk

WDIG vs. USOI — 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.


USOI
USOI Risk / Return Rank: 3030
Overall Rank
USOI Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
USOI Sortino Ratio Rank: 2929
Sortino Ratio Rank
USOI Omega Ratio Rank: 2929
Omega Ratio Rank
USOI Calmar Ratio Rank: 2929
Calmar Ratio Rank
USOI Martin Ratio Rank: 3131
Martin Ratio Rank
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. USOI - 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 Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI). 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.


WDIGUSOIDifference
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

1.36

Martin ratioReturn relative to average drawdown

4.30

WDIG vs. USOI - Sharpe Ratio Comparison


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Drawdowns

WDIG vs. USOI - Drawdown Comparison

The maximum WDIG drawdown since its inception was -22.59%, which is greater than USOI's maximum drawdown of -19.49%. Use the drawdown chart below to compare losses from any high point for WDIG and USOI.


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Drawdown Indicators


WDIGUSOIDifference

Max Drawdown

Largest peak-to-trough decline

-22.59%

-19.49%

-3.10%

Max Drawdown (1Y)

Largest decline over 1 year

-18.41%

Current Drawdown

Current decline from peak

-21.17%

-18.41%

-2.76%

Average Drawdown

Average peak-to-trough decline

-9.94%

-7.33%

-2.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.81%

Volatility

WDIG vs. USOI - Volatility Comparison


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Volatility by Period


WDIGUSOIDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.08%

Volatility (6M)

Calculated over the trailing 6-month period

19.23%

Volatility (1Y)

Calculated over the trailing 1-year period

62.13%

23.55%

+38.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

62.13%

23.00%

+39.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

62.13%

23.00%

+39.13%

WDIG vs. USOI - Expense Ratio Comparison

WDIG has a 0.55% expense ratio, which is lower than USOI's 0.85% expense ratio.


Dividends

WDIG vs. USOI - Dividend Comparison

WDIG has not paid dividends to shareholders, while USOI's dividend yield for the trailing twelve months is around 47.27%.


Frequently Asked Questions


WDIG and USOI have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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 0.85% for USOI.

USOI has the higher dividend yield at 47.27%, compared with 0.00% for WDIG.

WDIG is categorized as Rare Earth & Strategic Metals, while USOI is Oil & Gas. They also come from different issuers: WisdomTree and Credit Suisse. Their fees differ too: 0.55% for WDIG and 0.85% for USOI.

Portfolio Optimizer

Find the right allocation for WDIG and USOI

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