WIMA vs. QGRW

Last updated Jun 4, 2026

WIMA (WisdomTree International Adaptive Moving Average Fund) and QGRW (WisdomTree U.S. Quality Growth Fund) are both exchange-traded funds - WIMA is a Tactical Allocation fund tracking the WisdomTree International Adaptive Moving Average Index, while QGRW is a Large Cap Growth Equities fund tracking the WisdomTree U.S. Quality Growth Index. Both are passively managed. A 0.63 correlation means they provide meaningful diversification when combined. WIMA charges 0.42%/yr vs 0.28%/yr for QGRW.

Performance

WIMA vs. QGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree International Adaptive Moving Average Fund (WIMA) and WisdomTree U.S. Quality Growth Fund (QGRW). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

WIMA

• 1D: -0.77%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

QGRW

• 1D: -1.04%
• 1M: 9.03%
• YTD: 15.43%
• 6M: 14.57%
• 1Y: 35.66%
• 3Y*: 29.10%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WIMA vs. QGRW - Yearly Performance Comparison

	2026 (YTD)
WIMA WisdomTree International Adaptive Moving Average Fund	-0.12%
QGRW WisdomTree U.S. Quality Growth Fund	5.70%

Correlation

The correlation between WIMA and QGRW is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 7, 2026	0.63

Return for Risk

WIMA vs. QGRW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QGRW

QGRW Risk / Return Rank: 54
QGRW Sharpe Ratio Rank: 60
QGRW Sortino Ratio Rank: 56
QGRW Omega Ratio Rank: 57
QGRW Calmar Ratio Rank: 46
QGRW Martin Ratio Rank: 52

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.

WIMA vs. QGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Adaptive Moving Average Fund (WIMA) and WisdomTree U.S. Quality Growth Fund (QGRW). 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.

Sharpe Ratios by Period

	WIMA	QGRW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.06	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.12	1.66	-1.78

Drawdowns

WIMA vs. QGRW - Drawdown Comparison

The maximum WIMA drawdown since its inception was -2.75%, smaller than the maximum QGRW drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for WIMA and QGRW.

Drawdown Indicators

	WIMA	QGRW	Difference
Max Drawdown Largest peak-to-trough decline	-2.75%	-24.40%	+21.65%
Max Drawdown (1Y) Largest decline over 1 year	—	-15.44%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-24.40%	—
Current Drawdown Current decline from peak	-0.77%	-1.33%	+0.56%
Average Drawdown Average peak-to-trough decline	-0.95%	-3.26%	+2.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.94%	—

Volatility

Volatility by Period

	WIMA	QGRW	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.71%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.67%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.54%	17.40%	-3.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.54%	21.08%	-7.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.54%	21.08%	-7.54%

WIMA vs. QGRW - Expense Ratio Comparison

WIMA has a 0.42% expense ratio, which is higher than QGRW's 0.28% expense ratio.

Dividends

WIMA vs. QGRW - Dividend Comparison

WIMA has not paid dividends to shareholders, while QGRW's dividend yield for the trailing twelve months is around 0.07%.

Position	TTM	2025	2024	2023
QGRW WisdomTree U.S. Quality Growth Fund	0.07%	0.09%	0.14%	0.11%
WIMA WisdomTree International Adaptive Moving Average Fund	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WIMA and QGRW in my portfolio?

WIMA and QGRW have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WIMA or QGRW?

On fees, QGRW is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, WIMA or QGRW?

QGRW is cheaper with a 0.28% expense ratio, compared with 0.42% for WIMA.

Which ETF pays a higher dividend yield, WIMA or QGRW?

QGRW has the higher dividend yield at 0.07%, compared with 0.00% for WIMA.

What is the main difference between WIMA and QGRW?

WIMA is categorized as Tactical Allocation, while QGRW is Large Cap Growth Equities. WIMA tracks WisdomTree International Adaptive Moving Average Index, while QGRW tracks WisdomTree U.S. Quality Growth Index. Their fees differ too: 0.42% for WIMA and 0.28% for QGRW.