WIMA vs. SFTY

Last updated Jun 24, 2026

WIMA (WisdomTree International Adaptive Moving Average Fund) and SFTY (Horizon Managed Risk ETF) are both Tactical Allocation funds. A 0.75 correlation means they provide meaningful diversification when combined. WIMA charges 0.42%/yr vs 0.77%/yr for SFTY.

Performance

WIMA vs. SFTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree International Adaptive Moving Average Fund (WIMA) and Horizon Managed Risk ETF (SFTY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

WIMA

• 1D: -1.78%
• 1M: -0.20%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SFTY

• 1D: -1.20%
• 1M: -1.11%
• YTD: 7.57%
• 6M: 6.68%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

WIMA vs. SFTY - Yearly Performance Comparison

	2026 (YTD)
WIMA WisdomTree International Adaptive Moving Average Fund	-0.59%
SFTY Horizon Managed Risk ETF	1.71%

Correlation

The correlation between WIMA and SFTY is 0.75, 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	0.75

Return for Risk

WIMA vs. SFTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Adaptive Moving Average Fund (WIMA) and Horizon Managed Risk ETF (SFTY). 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.

Drawdowns

WIMA vs. SFTY - Drawdown Comparison

The maximum WIMA drawdown since its inception was -3.33%, smaller than the maximum SFTY drawdown of -8.64%. Use the drawdown chart below to compare losses from any high point for WIMA and SFTY.

Drawdown Indicators

	WIMA	SFTY	Difference
Max Drawdown Largest peak-to-trough decline	-3.33%	-8.64%	+5.31%
Current Drawdown Current decline from peak	-1.94%	-2.38%	+0.44%
Average Drawdown Average peak-to-trough decline	-0.95%	-1.12%	+0.17%

Volatility

Volatility by Period

	WIMA	SFTY	Difference
Volatility (1Y) Calculated over the trailing 1-year period	16.79%	12.07%	+4.72%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.79%	12.07%	+4.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.79%	12.07%	+4.72%

WIMA vs. SFTY - Expense Ratio Comparison

WIMA has a 0.42% expense ratio, which is lower than SFTY's 0.77% expense ratio.

Dividends

WIMA vs. SFTY - Dividend Comparison

WIMA has not paid dividends to shareholders, while SFTY's dividend yield for the trailing twelve months is around 0.18%.

Position	TTM	2025
SFTY Horizon Managed Risk ETF	0.18%	0.19%
WIMA WisdomTree International Adaptive Moving Average Fund	0.00%	0.00%

Frequently Asked Questions

Can I hold both WIMA and SFTY in my portfolio?

WIMA and SFTY have a correlation of 0.75, 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 SFTY?

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.

Which ETF is cheaper, WIMA or SFTY?

WIMA is cheaper with a 0.42% expense ratio, compared with 0.77% for SFTY.

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

SFTY has the higher dividend yield at 0.18%, compared with 0.00% for WIMA.

What is the main difference between WIMA and SFTY?

They also come from different issuers: WisdomTree and Horizon. Their fees differ too: 0.42% for WIMA and 0.77% for SFTY.