WIMA vs. EZRO
WIMA (WisdomTree International Adaptive Moving Average Fund) and EZRO (AlphaDroid Defensive Sector Rotation ETF) are both Tactical Allocation funds. WIMA is passively managed, while EZRO is actively managed. At a 0.39 correlation, their price movements are largely independent. WIMA charges 0.42%/yr vs 1.01%/yr for EZRO.
Performance
WIMA vs. EZRO - Performance Comparison
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Returns By Period
WIMA
- 1D
- -1.78%
- 1M
- -0.20%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EZRO
- 1D
- -3.25%
- 1M
- -8.26%
- YTD
- 1.82%
- 6M
- 0.43%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WIMA vs. EZRO - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WIMA WisdomTree International Adaptive Moving Average Fund | -0.59% |
EZRO AlphaDroid Defensive Sector Rotation ETF | -7.72% |
Correlation
The correlation between WIMA and EZRO is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 6, 2026 | 0.39 |
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Return for Risk
WIMA vs. EZRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Adaptive Moving Average Fund (WIMA) and AlphaDroid Defensive Sector Rotation ETF (EZRO). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
WIMA vs. EZRO - Drawdown Comparison
The maximum WIMA drawdown since its inception was -3.33%, smaller than the maximum EZRO drawdown of -12.08%. Use the drawdown chart below to compare losses from any high point for WIMA and EZRO.
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Drawdown Indicators
| WIMA | EZRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.33% | -12.08% | +8.75% |
Current DrawdownCurrent decline from peak | -1.94% | -9.62% | +7.68% |
Average DrawdownAverage peak-to-trough decline | -0.95% | -3.92% | +2.97% |
Volatility
WIMA vs. EZRO - Volatility Comparison
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Volatility by Period
| WIMA | EZRO | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 16.79% | 20.94% | -4.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.79% | 20.94% | -4.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 20.94% | -4.15% |
WIMA vs. EZRO - Expense Ratio Comparison
WIMA has a 0.42% expense ratio, which is lower than EZRO's 1.01% expense ratio.
Dividends
WIMA vs. EZRO - Dividend Comparison
Neither WIMA nor EZRO has paid dividends to shareholders.
Frequently Asked Questions
WIMA and EZRO have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 1.01% for EZRO.
WIMA and EZRO have nearly identical dividend yields, around 0.00%.
They also come from different issuers: WisdomTree and AlphaDroid. Their fees differ too: 0.42% for WIMA and 1.01% for EZRO.
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