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WTMF vs. QCLR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WTMF vs. QCLR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Managed Futures Strategy Fund (WTMF) and Global X NASDAQ 100 Collar 95-110 ETF (QCLR). 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 7.35% return, which is significantly higher than QCLR's 0.21% return.


WTMF

1D
-1.56%
1M
-0.67%
YTD
7.35%
6M
6.60%
1Y
20.66%
3Y*
9.95%
5Y*
6.12%
10Y*
3.17%

QCLR

1D
-1.44%
1M
-0.86%
YTD
0.21%
6M
-0.60%
1Y
9.10%
3Y*
13.86%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTMF vs. QCLR - Yearly Performance Comparison


2026 (YTD)20252024202320222021
WTMF
WisdomTree Managed Futures Strategy Fund
7.35%12.17%3.20%16.72%-6.52%-1.84%
QCLR
Global X NASDAQ 100 Collar 95-110 ETF
0.21%11.27%20.27%28.87%-18.87%2.29%

Correlation

The correlation between WTMF and QCLR is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.49

Correlation (3Y)
Calculated over the trailing 3-year period

0.45

Correlation (All Time)
Calculated using the full available price history since Aug 26, 2021

0.36

The correlation between WTMF and QCLR shifts across timeframes, from 0.36 (all time) to 0.49 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

WTMF vs. QCLR — Risk / Return Rank

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

WTMF
WTMF Risk / Return Rank: 8282
Overall Rank
WTMF Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
WTMF Sortino Ratio Rank: 7373
Sortino Ratio Rank
WTMF Omega Ratio Rank: 7979
Omega Ratio Rank
WTMF Calmar Ratio Rank: 8989
Calmar Ratio Rank
WTMF Martin Ratio Rank: 9292
Martin Ratio Rank

QCLR
QCLR Risk / Return Rank: 2525
Overall Rank
QCLR Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
QCLR Sortino Ratio Rank: 2525
Sortino Ratio Rank
QCLR Omega Ratio Rank: 2727
Omega Ratio Rank
QCLR Calmar Ratio Rank: 2121
Calmar Ratio Rank
QCLR Martin Ratio Rank: 2525
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. QCLR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Managed Futures Strategy Fund (WTMF) and Global X NASDAQ 100 Collar 95-110 ETF (QCLR). 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.


WTMFQCLRDifference
Sharpe ratioReturn per unit of total volatility

+1.35

Sortino ratioReturn per unit of downside risk

+1.78

Omega ratioGain probability vs. loss probability

1.44

1.18

+0.26

Calmar ratioReturn relative to maximum drawdown

5.14

0.89

+4.25

Martin ratioReturn relative to average drawdown

21.97

3.21

+18.77

WTMF vs. QCLR - Sharpe Ratio Comparison

The current WTMF Sharpe Ratio is 2.30, which is higher than the QCLR Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of WTMF and QCLR, 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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Drawdowns

WTMF vs. QCLR - Drawdown Comparison

The maximum WTMF drawdown since its inception was -30.79%, which is greater than QCLR's maximum drawdown of -21.77%. Use the drawdown chart below to compare losses from any high point for WTMF and QCLR.


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Drawdown Indicators


WTMFQCLRDifference

Max Drawdown

Largest peak-to-trough decline

-30.79%

-21.77%

-9.02%

Max Drawdown (1Y)

Largest decline over 1 year

-4.04%

-10.22%

+6.18%

Max Drawdown (3Y)

Largest decline over 3 years

-9.93%

-13.58%

+3.65%

Max Drawdown (5Y)

Largest decline over 5 years

-13.21%

Max Drawdown (10Y)

Largest decline over 10 years

-15.26%

Current Drawdown

Current decline from peak

-1.56%

-2.05%

+0.49%

Average Drawdown

Average peak-to-trough decline

-17.65%

-6.14%

-11.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.94%

2.84%

-1.90%

Volatility

WTMF vs. QCLR - Volatility Comparison

WisdomTree Managed Futures Strategy Fund (WTMF) has a higher volatility of 3.11% compared to Global X NASDAQ 100 Collar 95-110 ETF (QCLR) at 1.58%. This indicates that WTMF's price experiences larger fluctuations and is considered to be riskier than QCLR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WTMFQCLRDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.11%

1.58%

+1.53%

Volatility (6M)

Calculated over the trailing 6-month period

7.30%

6.59%

+0.71%

Volatility (1Y)

Calculated over the trailing 1-year period

9.04%

9.68%

-0.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.53%

12.38%

-2.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.11%

12.38%

-4.27%

WTMF vs. QCLR - Expense Ratio Comparison

WTMF has a 0.65% expense ratio, which is higher than QCLR's 0.60% expense ratio.


Dividends

WTMF vs. QCLR - Dividend Comparison

WTMF's dividend yield for the trailing twelve months is around 2.83%, less than QCLR's 14.86% yield.


PositionTTM20252024202320222021202020192018
QCLR
Global X NASDAQ 100 Collar 95-110 ETF
14.86%14.89%8.89%0.47%0.27%1.64%0.00%0.00%0.00%
WTMF
WisdomTree Managed Futures Strategy Fund
2.83%3.04%3.57%4.74%5.29%14.71%0.47%1.63%3.59%

Frequently Asked Questions


WTMF and QCLR have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WTMF has higher volatility (3.11%) compared to QCLR (1.58%). In terms of maximum drawdown, WTMF dropped -30.79% vs QCLR's -21.77%.

On 3-year performance, QCLR leads with 13.86% vs 9.95% for WTMF. On fees, QCLR is cheaper at 0.60% per year. On volatility, QCLR has been the lower-risk option at 1.58%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, QCLR has performed better with a 13.86% return vs 9.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

QCLR is cheaper with a 0.60% expense ratio, compared with 0.65% for WTMF.

QCLR has the higher dividend yield at 14.86%, compared with 2.83% for WTMF.

WTMF is categorized as Hedge Fund, while QCLR is Nasdaq-100. WTMF tracks WisdomTree Managed Futures Index, while QCLR tracks NASDAQ-100 Quarterly Collar 95-110 Index. They also come from different issuers: WisdomTree and Global X. Their fees differ too: 0.65% for WTMF and 0.60% for QCLR.

WTMF currently has the higher Sharpe Ratio (2.30 vs 0.95), 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.

Portfolio Optimizer

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