AVMA vs WIMA
Comparison between AVANTIS MODERATE ALLOCATION ETF (AVMA, ETF) and WISDOMTREE INTERNATIONAL ADAPTIVE MOVING AVERAGE FUND (WIMA, ETF).
AVMA vs WIMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVMA
$65M
WIMA
$65M
Expense Ratio
Winner
AVMA
0.21%
WIMA
0.42%
Max Drawdown
AVMA
12.96%
Winner
WIMA
2.75%
Sharpe Ratio
Winner
AVMA
1.82
WIMA
-1.72
5Y Beta
Winner
AVMA
0.60
WIMA
1.01
AVMA vs WIMA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVMA
+0.48%
WIMA
-1.97%
3M
AVMA
+4.95%
WIMA
N/A
6M
AVMA
+9.57%
WIMA
N/A
1Y
AVMA
+22.31%
WIMA
N/A
Max(CAGR)
Winner
AVMA
+15.15%
WIMA
-21.52%
AVMA vs WIMA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AVMA | WIMA |
|---|---|---|
| 2026 | +8.27% | -1.97% |
| 2025 | +16.81% | N/A |
| 2024 | +10.68% | N/A |
| 2023 | +8.20% | N/A |
AVMA vs WIMA Drawdown Comparison
The maximum drawdown for AVMA was -11.81%, occurring on Apr 8, 2025. Recovery took 122 trading sessions.
The maximum drawdown for WIMA was -2.75%, occurring on May 15, 2026. Recovery took 13 trading sessions.
The current AVMA drawdown is -1.82%. The current WIMA drawdown is -2.60%.
| Rank | AVMA | WIMA |
|---|---|---|
| #1 | -11.81% Dec 4, 2024 - Jun 3, 2025 | -2.75% May 6, 2026 - May 26, 2026 |
| #2 | -8.51% Jul 31, 2023 - Dec 13, 2023 | -2.60% Jun 2, 2026 - Jun 5, 2026 |
| #3 | -6.40% Feb 25, 2026 - Apr 17, 2026 | -0.47% May 26, 2026 - Jun 2, 2026 |
| #4 | -5.17% Jul 16, 2024 - Aug 23, 2024 | N/A |
| #5 | -4.06% Mar 28, 2024 - May 15, 2024 | N/A |
| #6 | -3.21% Oct 27, 2025 - Nov 26, 2025 | N/A |
| #7 | -2.78% Dec 27, 2023 - Feb 9, 2024 | N/A |
| #8 | -2.61% Aug 30, 2024 - Sep 16, 2024 | N/A |
| #9 | -2.25% Oct 6, 2025 - Oct 20, 2025 | N/A |
| #10 | -2.19% Oct 18, 2024 - Nov 6, 2024 | N/A |
| #11 | -1.84% Jul 23, 2025 - Aug 12, 2025 | N/A |
| #12 | -1.83% May 20, 2024 - Jul 3, 2024 | N/A |
| #13 | -1.82% Jun 2, 2026 - Jun 5, 2026 | N/A |
| #14 | -1.73% Nov 11, 2024 - Nov 25, 2024 | N/A |
| #15 | -1.65% Jul 3, 2023 - Jul 11, 2023 | N/A |
Correlation
Correlation between AVMA and WIMA is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
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