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WTMF vs. CLIP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WTMF vs. CLIP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Managed Futures Strategy Fund (WTMF) and Global X 1-3 Month T-Bill ETF (CLIP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WTMF achieves a 8.50% return, which is significantly higher than CLIP's 1.50% return.


WTMF

1D
-0.02%
1M
1.05%
YTD
8.50%
6M
8.44%
1Y
22.55%
3Y*
9.77%
5Y*
6.17%
10Y*
3.26%

CLIP

1D
0.01%
1M
0.28%
YTD
1.50%
6M
1.82%
1Y
3.96%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTMF vs. CLIP - Yearly Performance Comparison


2026 (YTD)202520242023
WTMF
WisdomTree Managed Futures Strategy Fund
8.50%12.17%3.20%6.97%
CLIP
Global X 1-3 Month T-Bill ETF
1.50%4.23%5.26%2.82%

Correlation

The correlation between WTMF and CLIP is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.10

Correlation (All Time)
Calculated using the full available price history since Jun 22, 2023

-0.02

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Return for Risk

WTMF vs. CLIP — Risk / Return Rank

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

WTMF
WTMF Risk / Return Rank: 8585
Overall Rank
WTMF Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
WTMF Sortino Ratio Rank: 7979
Sortino Ratio Rank
WTMF Omega Ratio Rank: 8383
Omega Ratio Rank
WTMF Calmar Ratio Rank: 9090
Calmar Ratio Rank
WTMF Martin Ratio Rank: 9393
Martin Ratio Rank

CLIP
CLIP Risk / Return Rank: 100100
Overall Rank
CLIP Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
CLIP Sortino Ratio Rank: 100100
Sortino Ratio Rank
CLIP Omega Ratio Rank: 100100
Omega Ratio Rank
CLIP Calmar Ratio Rank: 100100
Calmar Ratio Rank
CLIP Martin Ratio Rank: 100100
Martin Ratio Rank
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.

WTMF vs. CLIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Managed Futures Strategy Fund (WTMF) and Global X 1-3 Month T-Bill ETF (CLIP). 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.


WTMFCLIPDifference
Sharpe ratioReturn per unit of total volatility

-14.63

Sortino ratioReturn per unit of downside risk

-68.42

Omega ratioGain probability vs. loss probability

1.51

20.66

-19.15

Calmar ratioReturn relative to maximum drawdown

5.61

142.22

-136.61

Martin ratioReturn relative to average drawdown

25.08

1,151.15

-1,126.07

WTMF vs. CLIP - Sharpe Ratio Comparison

The current WTMF Sharpe Ratio is 2.62, which is lower than the CLIP Sharpe Ratio of 17.26. The chart below compares the historical Sharpe Ratios of WTMF and CLIP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


WTMFCLIPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.62

17.26

-14.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

10.71

-10.56

Drawdowns

WTMF vs. CLIP - Drawdown Comparison

The maximum WTMF drawdown since its inception was -30.79%, which is greater than CLIP's maximum drawdown of -0.08%. Use the drawdown chart below to compare losses from any high point for WTMF and CLIP.


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Drawdown Indicators


WTMFCLIPDifference

Max Drawdown

Largest peak-to-trough decline

-30.79%

-0.08%

-30.71%

Max Drawdown (1Y)

Largest decline over 1 year

-4.04%

-0.03%

-4.01%

Max Drawdown (3Y)

Largest decline over 3 years

-9.93%

Max Drawdown (5Y)

Largest decline over 5 years

-13.21%

Max Drawdown (10Y)

Largest decline over 10 years

-15.99%

Current Drawdown

Current decline from peak

-0.13%

0.00%

-0.13%

Average Drawdown

Average peak-to-trough decline

-17.71%

-0.00%

-17.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.90%

0.00%

+0.90%

Volatility

WTMF vs. CLIP - Volatility Comparison

WisdomTree Managed Futures Strategy Fund (WTMF) has a higher volatility of 1.61% compared to Global X 1-3 Month T-Bill ETF (CLIP) at 0.06%. This indicates that WTMF's price experiences larger fluctuations and is considered to be riskier than CLIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WTMFCLIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.61%

0.06%

+1.55%

Volatility (6M)

Calculated over the trailing 6-month period

6.84%

0.14%

+6.70%

Volatility (1Y)

Calculated over the trailing 1-year period

8.63%

0.23%

+8.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.46%

0.44%

+9.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.07%

0.44%

+7.63%

WTMF vs. CLIP - Expense Ratio Comparison

WTMF has a 0.65% expense ratio, which is higher than CLIP's 0.07% expense ratio.


Dividends

WTMF vs. CLIP - Dividend Comparison

WTMF's dividend yield for the trailing twelve months is around 2.80%, less than CLIP's 3.91% yield.


PositionTTM20252024202320222021202020192018
CLIP
Global X 1-3 Month T-Bill ETF
3.91%4.14%5.11%2.75%0.00%0.00%0.00%0.00%0.00%
WTMF
WisdomTree Managed Futures Strategy Fund
2.80%3.04%3.57%4.74%5.29%14.71%0.47%1.63%3.59%

Frequently Asked Questions


WTMF and CLIP have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WTMF has higher volatility (1.61%) compared to CLIP (0.06%). In terms of maximum drawdown, WTMF dropped -30.79% vs CLIP's -0.08%.

On 1-year performance, WTMF leads with 22.55% vs 3.96% for CLIP. On fees, CLIP is cheaper at 0.07% per year. On volatility, CLIP has been the lower-risk option at 0.06%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, WTMF has performed better with a 22.55% return vs 3.96%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

CLIP is cheaper with a 0.07% expense ratio, compared with 0.65% for WTMF.

CLIP has the higher dividend yield at 3.91%, compared with 2.80% for WTMF.

WTMF is categorized as Hedge Fund, while CLIP is Ultrashort Bond. WTMF tracks WisdomTree Managed Futures Index, while CLIP tracks Solactive 1-3 month US T-Bill Index - USD. They also come from different issuers: WisdomTree and Global X. Their fees differ too: 0.65% for WTMF and 0.07% for CLIP.

CLIP currently has the higher Sharpe Ratio (17.26 vs 2.62), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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