WIMA vs. RHRX
WIMA (WisdomTree International Adaptive Moving Average Fund) and RHRX (RH Tactical Rotation ETF) are both Tactical Allocation funds. WIMA is passively managed, while RHRX is actively managed. A 0.71 correlation means they provide meaningful diversification when combined. WIMA charges 0.42%/yr vs 1.36%/yr for RHRX.
Performance
WIMA vs. RHRX - Performance Comparison
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Returns By Period
WIMA
- 1D
- -1.78%
- 1M
- -0.20%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RHRX
- 1D
- -2.79%
- 1M
- 0.50%
- YTD
- 18.02%
- 6M
- 17.04%
- 1Y
- 35.22%
- 3Y*
- 21.00%
- 5Y*
- —
- 10Y*
- —
WIMA vs. RHRX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WIMA WisdomTree International Adaptive Moving Average Fund | -0.59% |
RHRX RH Tactical Rotation ETF | 2.71% |
Correlation
The correlation between WIMA and RHRX is 0.71, 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 6, 2026 | 0.71 |
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Return for Risk
WIMA vs. RHRX — Risk / Return Rank
WIMA
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RHRX
WIMA vs. RHRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Adaptive Moving Average Fund (WIMA) and RH Tactical Rotation ETF (RHRX). 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.
| WIMA | RHRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.44 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.18 | — |
| Martin ratioReturn relative to average drawdown | — | 19.38 | — |
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Drawdowns
WIMA vs. RHRX - Drawdown Comparison
The maximum WIMA drawdown since its inception was -3.33%, smaller than the maximum RHRX drawdown of -25.33%. Use the drawdown chart below to compare losses from any high point for WIMA and RHRX.
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Drawdown Indicators
| WIMA | RHRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.33% | -25.33% | +22.00% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.83% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.90% | — |
Current DrawdownCurrent decline from peak | -1.94% | -3.34% | +1.40% |
Average DrawdownAverage peak-to-trough decline | -0.95% | -8.87% | +7.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.82% | — |
Volatility
WIMA vs. RHRX - Volatility Comparison
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Volatility by Period
| WIMA | RHRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.49% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.22% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.79% | 14.24% | +2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.79% | 19.12% | -2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 19.12% | -2.33% |
WIMA vs. RHRX - Expense Ratio Comparison
WIMA has a 0.42% expense ratio, which is lower than RHRX's 1.36% expense ratio.
Dividends
WIMA vs. RHRX - Dividend Comparison
Neither WIMA nor RHRX has paid dividends to shareholders.
Frequently Asked Questions
WIMA and RHRX have a correlation of 0.71, 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 1.36% for RHRX.
WIMA and RHRX have nearly identical dividend yields, around 0.00%.
They also come from different issuers: WisdomTree and Adaptive. Their fees differ too: 0.42% for WIMA and 1.36% for RHRX.
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