WIMA vs. TBFG
WIMA (WisdomTree International Adaptive Moving Average Fund) and TBFG (The Brinsmere Fund - Growth ETF) are both Tactical Allocation funds. WIMA is passively managed, while TBFG is actively managed. Their correlation of 0.90 suggests significant overlap in exposure. Both charge a 0.42% expense ratio.
Performance
WIMA vs. TBFG - Performance Comparison
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Returns By Period
WIMA
- 1D
- 0.78%
- 1M
- 0.87%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TBFG
- 1D
- -0.01%
- 1M
- -1.16%
- 6M
- 6.91%
- YTD
- 9.38%
- 1Y
- 19.46%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WIMA vs. TBFG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WIMA WisdomTree International Adaptive Moving Average Fund | 9.05% |
TBFG The Brinsmere Fund - Growth ETF | 7.09% |
Correlation
The correlation between WIMA and TBFG is 0.90, 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 Mar 12, 2026 | 0.90 |
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Return for Risk
WIMA vs. TBFG — Risk / Return Rank
WIMA
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
TBFG
WIMA vs. TBFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Adaptive Moving Average Fund (WIMA) and The Brinsmere Fund - Growth ETF (TBFG). 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 | TBFG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.34 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.56 | — |
| Martin ratioReturn relative to average drawdown | — | 10.64 | — |
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Drawdowns
WIMA vs. TBFG - Drawdown Comparison
The maximum WIMA drawdown since its inception was -4.81%, smaller than the maximum TBFG drawdown of -13.43%. Use the drawdown chart below to compare losses from any high point for WIMA and TBFG.
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Drawdown Indicators
| WIMA | TBFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.81% | -13.43% | +8.62% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.63% | — |
Current DrawdownCurrent decline from peak | -0.95% | -1.24% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -1.28% | -1.61% | +0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.83% | — |
Volatility
WIMA vs. TBFG - Volatility Comparison
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Volatility by Period
| WIMA | TBFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.36% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.13% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 19.63% | 10.64% | +8.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.63% | 11.14% | +8.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.63% | 11.14% | +8.49% |
WIMA vs. TBFG - Expense Ratio Comparison
Both WIMA and TBFG have an expense ratio of 0.42%.
Dividends
WIMA vs. TBFG - Dividend Comparison
WIMA's dividend yield for the trailing twelve months is around 0.99%, less than TBFG's 2.40% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
TBFG The Brinsmere Fund - Growth ETF | 2.40% | 2.65% | 2.43% |
WIMA WisdomTree International Adaptive Moving Average Fund | 0.99% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.90, WIMA and TBFG 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.
Both ETFs have the same 0.42% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
WIMA and TBFG have the same expense ratio: 0.42% per year.
TBFG has the higher dividend yield at 2.40%, compared with 0.99% for WIMA.
They also come from different issuers: WisdomTree and The Brinsmere Funds.
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