WIMA vs. TBFG

Last updated Jun 5, 2026

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. A 0.78 correlation means they provide meaningful diversification when combined. Both charge a 0.42% expense ratio.

Performance

WIMA vs. TBFG - Performance Comparison

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

Returns By Period

WIMA

• 1D: 0.65%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

TBFG

• 1D: 0.08%
• 1M: 3.51%
• YTD: 10.44%
• 6M: 11.28%
• 1Y: 24.15%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

WIMA vs. TBFG - Yearly Performance Comparison

	2026 (YTD)
WIMA WisdomTree International Adaptive Moving Average Fund	0.53%
TBFG The Brinsmere Fund - Growth ETF	2.23%

Correlation

The correlation between WIMA and TBFG is 0.78, 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	0.78

Return for Risk

WIMA vs. TBFG — Risk / Return Rank

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

TBFG

TBFG Risk / Return Rank: 75
TBFG Sharpe Ratio Rank: 78
TBFG Sortino Ratio Rank: 79
TBFG Omega Ratio Rank: 79
TBFG Calmar Ratio Rank: 65
TBFG Martin Ratio Rank: 74

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. 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	WIMA	TBFG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.49	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.52	1.39	-0.86

Drawdowns

WIMA vs. TBFG - Drawdown Comparison

The maximum WIMA drawdown since its inception was -2.75%, 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.

Drawdown Indicators

	WIMA	TBFG	Difference
Max Drawdown Largest peak-to-trough decline	-2.75%	-13.43%	+10.68%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.63%	—
Current Drawdown Current decline from peak	-0.12%	-0.28%	+0.16%
Average Drawdown Average peak-to-trough decline	-0.91%	-1.62%	+0.71%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.76%	—

Volatility

Volatility by Period

	WIMA	TBFG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.91%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.00%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.38%	9.73%	+3.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.38%	10.94%	+2.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.38%	10.94%	+2.44%

WIMA vs. TBFG - Expense Ratio Comparison

Both WIMA and TBFG have an expense ratio of 0.42%.

Dividends

WIMA vs. TBFG - Dividend Comparison

WIMA has not paid dividends to shareholders, while TBFG's dividend yield for the trailing twelve months is around 2.35%.

Position	TTM	2025	2024
TBFG The Brinsmere Fund - Growth ETF	2.35%	2.65%	2.43%
WIMA WisdomTree International Adaptive Moving Average Fund	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WIMA and TBFG in my portfolio?

WIMA and TBFG have a correlation of 0.78, 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 TBFG?

Both ETFs have the same 0.42% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, WIMA or TBFG?

WIMA and TBFG have the same expense ratio: 0.42% per year.

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

TBFG has the higher dividend yield at 2.35%, compared with 0.00% for WIMA.

What is the main difference between WIMA and TBFG?

They also come from different issuers: WisdomTree and The Brinsmere Funds.