WIMA vs. ALLW
WIMA (WisdomTree International Adaptive Moving Average Fund) and ALLW (SPDR Bridgewater All Weather ETF) are both Tactical Allocation funds. WIMA is passively managed, while ALLW is actively managed. Their correlation of 0.94 suggests significant overlap in exposure. WIMA charges 0.42%/yr vs 0.85%/yr for ALLW.
Performance
WIMA vs. ALLW - Performance Comparison
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Returns By Period
WIMA
- 1D
- -0.77%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ALLW
- 1D
- -0.76%
- 1M
- 0.91%
- YTD
- 9.20%
- 6M
- 8.47%
- 1Y
- 23.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WIMA vs. ALLW - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WIMA WisdomTree International Adaptive Moving Average Fund | -0.12% |
ALLW SPDR Bridgewater All Weather ETF | -0.79% |
Correlation
The correlation between WIMA and ALLW is 0.94, 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 | 0.94 |
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Return for Risk
WIMA vs. ALLW — Risk / Return Rank
WIMA
ALLW
WIMA vs. ALLW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Adaptive Moving Average Fund (WIMA) and SPDR Bridgewater All Weather ETF (ALLW). 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.
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Sharpe Ratios by Period
| WIMA | ALLW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.27 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.12 | 1.62 | -1.74 |
Drawdowns
WIMA vs. ALLW - Drawdown Comparison
The maximum WIMA drawdown since its inception was -2.75%, smaller than the maximum ALLW drawdown of -8.78%. Use the drawdown chart below to compare losses from any high point for WIMA and ALLW.
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Drawdown Indicators
| WIMA | ALLW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.75% | -8.78% | +6.03% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.23% | — |
Current DrawdownCurrent decline from peak | -0.77% | -0.79% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -0.95% | -1.20% | +0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.70% | — |
Volatility
WIMA vs. ALLW - Volatility Comparison
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Volatility by Period
| WIMA | ALLW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.43% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.71% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.54% | 10.52% | +3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.54% | 12.54% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.54% | 12.54% | +1.00% |
WIMA vs. ALLW - Expense Ratio Comparison
WIMA has a 0.42% expense ratio, which is lower than ALLW's 0.85% expense ratio.
Dividends
WIMA vs. ALLW - Dividend Comparison
WIMA has not paid dividends to shareholders, while ALLW's dividend yield for the trailing twelve months is around 4.28%.
| Position | TTM | 2025 |
|---|---|---|
ALLW SPDR Bridgewater All Weather ETF | 4.28% | 4.67% |
WIMA WisdomTree International Adaptive Moving Average Fund | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.94, WIMA and ALLW move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, WIMA is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WIMA is cheaper with a 0.42% expense ratio, compared with 0.85% for ALLW.
ALLW has the higher dividend yield at 4.28%, compared with 0.00% for WIMA.
They also come from different issuers: WisdomTree and State Street. Their fees differ too: 0.42% for WIMA and 0.85% for ALLW.
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