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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
-4.03%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

USOI

1D
1.94%
1M
2.54%
YTD
50.53%
6M
48.65%
1Y
49.69%
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 -0.25, 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 8, 2026

-0.25

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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

USOI
USOI Risk / Return Rank: 6464
Overall Rank
USOI Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
USOI Sortino Ratio Rank: 6060
Sortino Ratio Rank
USOI Omega Ratio Rank: 6060
Omega Ratio Rank
USOI Calmar Ratio Rank: 8080
Calmar Ratio Rank
USOI Martin Ratio Rank: 5555
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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

WDIG vs. USOI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


WDIGUSOIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.94

-0.59

Drawdowns

WDIG vs. USOI - Drawdown Comparison

The maximum WDIG drawdown since its inception was -15.71%, smaller than the maximum USOI 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

-15.71%

-19.49%

+3.78%

Max Drawdown (1Y)

Largest decline over 1 year

-11.90%

Current Drawdown

Current decline from peak

-5.40%

-3.08%

-2.32%

Average Drawdown

Average peak-to-trough decline

-6.14%

-7.21%

+1.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.12%

Volatility

WDIG vs. USOI - Volatility Comparison


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Volatility by Period


WDIGUSOIDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.14%

Volatility (6M)

Calculated over the trailing 6-month period

18.25%

Volatility (1Y)

Calculated over the trailing 1-year period

52.06%

22.35%

+29.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.06%

22.59%

+29.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

52.06%

22.59%

+29.47%

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 36.88%.


Frequently Asked Questions


WDIG and USOI have a correlation of -0.25, 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 36.88%, compared with 0.00% for WDIG.

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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