IGTR vs WSGE
Comparison between Innovator Gradient Tactical Rotation Strategy ETF (IGTR, ETF) and WARREN STREET GLOBAL EQUITY ETF (WSGE, ETF).
IGTR vs WSGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGTR
$61M
WSGE
$61M
Expense Ratio
IGTR
0.80%
WSGE
0.80%
Max Drawdown
IGTR
21.92%
Winner
WSGE
9.25%
Sharpe Ratio
Winner
IGTR
1.35
WSGE
1.19
5Y Beta
Winner
IGTR
0.82
WSGE
1.12
IGTR vs WSGE - Holdings Comparison
IGTR and WSGE have 2 common holdings. Overlap is 0.26%
IGTR's top 25 holdings weight is 26.45%. WSGE's top 25 holdings weight is 73.57%.
| Rank | IGTR | WSGE |
|---|---|---|
| #1 | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.73% | ISHARES GLOBAL EQUITY FACTOR ETF (GLOF) - 16.79% |
| #2 | ASML HOLDING NV (n/a) - 1.82% | VANGUARD S&P 500 ETF (VOO) - 9.33% |
| #3 | SK HYNIX INC (n/a) - 1.57% | ISHARES MSCI ACWI EX US ETF (ACWX) - 8.08% |
| #4 | HSBC HOLDINGS PLC (n/a) - 1.15% | ISHARES CORE S&P 500 ETF (IVV) - 5.57% |
| #5 | BHP GROUP LTD (n/a) - 1.07% | AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) - 4.19% |
| #6 | TOTALENERGIES SE (TTE:XPAR) - 1.06% | n/a (SPDW) - 3.76% |
| #7 | CANADIAN NATURAL RESOURCES LTD (n/a) - 1.06% | n/a (QEFA) - 3.32% |
| #8 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.00% | WISDOMTREE EMMKTS EX-STT-OWND ENTRPRSETF (XSOE) - 2.42% |
| #9 | GS ENGINEERING & CONSTRUCTION CORP (n/a) - 0.99% | VANGUARD TOTAL WORLD STOCK ETF (VT) - 2.23% |
| #10 | QUALITAS REAL ESTATE INCOME FUND (n/a) - 0.99% | STATE STREET® SPDR® S&P 500® ETF (SPY) - 1.96% |
| #11 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.98% | ISHARES CORE S&P MID-CAP ETF (IJH) - 1.93% |
| #12 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.97% | STATE STREET SPDR PORT S&P 600 SM CPETF (SPSM) - 1.59% |
| #13 | SHELL PLC (n/a) - 0.93% | ALPHA ARCHITECT INTL QUANT VAL ETF (IVAL) - 1.19% |
| #14 | ASTRAZENECA PLC (AZN) - 0.92% | AMAZON.COM INC (AMZN) - 1.13% |
| #15 | IBERDROLA SA (n/a) - 0.91% | ALPHA ARCHITECT US QUANTITATIVE VAL ETF (QVAL) - 1.10% |
| #16 | TOYOTA MOTOR CORP (n/a) - 0.89% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 1.03% |
| #17 | US BANK MMDA USBGFS 9 (n/a) - 0.89% | STATE STREET SPDR PORT S&P 500 GR ETF (SPYG) - 0.98% |
| #18 | NESTLE SA (n/a) - 0.89% | WALMART INC (WMT) - 0.96% |
| #19 | ALLIANZ SE (n/a) - 0.84% | ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) - 0.94% |
| #20 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.83% | COMFORT SYSTEMS USA INC (FIX) - 0.91% |
| #21 | ABB LTD (n/a) - 0.82% | ISHARES ESG AWARE MSCI EAFE ETF (ESGD) - 0.88% |
| #22 | SCHNEIDER ELECTRIC SE (n/a) - 0.80% | XPO INC (XPO) - 0.87% |
| #23 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.79% | ISHARES EDGE MSCI INTL VALUE FACTOR ETF (IVLU) - 0.83% |
| #24 | ROYAL BANK OF CANADA (RY) - 0.78% | STATE STREET SPDR PORT S&P 500 VAL ETF (SPYV) - 0.80% |
| #25 | n/a (n/a) - 0.77% | STATE STREET SPDR PORT S&P 400 MD CPETF (SPMD) - 0.78% |
| Total Holdings | 207 | 204 |
IGTR vs WSGE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGTR
+4.87%
WSGE
+2.01%
3M
Winner
IGTR
+15.23%
WSGE
+11.88%
6M
Winner
IGTR
+19.40%
WSGE
+11.76%
1Y
IGTR
+37.66%
WSGE
N/A
Max(CAGR)
IGTR
+9.28%
Winner
WSGE
+24.56%
IGTR vs WSGE - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IGTR | WSGE |
|---|---|---|
| 2026 | +15.92% | +10.78% |
| 2025 | +15.46% | +0.31% |
| 2024 | +4.65% | N/A |
| 2023 | -0.36% | N/A |
| 2022 | -2.09% | N/A |
IGTR vs WSGE Drawdown Comparison
The maximum drawdown for IGTR was -20.05%, occurring on Apr 8, 2025. Recovery took 321 trading sessions.
The maximum drawdown for WSGE was -9.25%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.
The current IGTR drawdown is -3.94%. The current WSGE drawdown is -1.27%.
| Rank | IGTR | WSGE |
|---|---|---|
| #1 | -20.05% Aug 30, 2024 - Dec 11, 2025 | -9.25% Feb 25, 2026 - Apr 14, 2026 |
| #2 | -17.43% Dec 2, 2022 - Jan 29, 2024 | -4.06% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -11.85% Jun 2, 2026 - Jun 5, 2026 | -2.69% Dec 11, 2025 - Dec 23, 2025 |
| #4 | -11.26% Jul 16, 2024 - Aug 30, 2024 | -2.21% May 14, 2026 - May 26, 2026 |
| #5 | -11.18% Feb 27, 2026 - May 6, 2026 | -2.14% Jan 27, 2026 - Feb 6, 2026 |
| #6 | -6.35% Mar 27, 2024 - Jul 5, 2024 | -1.82% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -5.95% May 11, 2026 - May 26, 2026 | -1.51% Apr 17, 2026 - Apr 30, 2026 |
| #8 | -2.12% Jan 27, 2026 - Feb 6, 2026 | -1.48% Feb 11, 2026 - Feb 25, 2026 |
| #9 | -1.56% Jan 30, 2024 - Feb 2, 2024 | -1.25% Dec 24, 2025 - Jan 6, 2026 |
| #10 | -1.55% May 6, 2026 - May 8, 2026 | -1.02% May 6, 2026 - May 14, 2026 |
| #11 | -1.53% Mar 7, 2024 - Mar 18, 2024 | -0.83% Apr 30, 2026 - May 5, 2026 |
| #12 | -1.34% Feb 12, 2024 - Feb 15, 2024 | -0.56% Jan 6, 2026 - Jan 9, 2026 |
| #13 | -1.14% Dec 15, 2025 - Dec 19, 2025 | -0.26% Feb 9, 2026 - Feb 11, 2026 |
| #14 | -1.10% Jan 12, 2026 - Jan 23, 2026 | -0.20% May 26, 2026 - May 28, 2026 |
| #15 | -1.00% Feb 11, 2026 - Feb 20, 2026 | N/A |
Correlation
Correlation between IGTR and WSGE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2025)
IGTR vs WSGE dividend yield comparison.
| Year | IGTR | WSGE |
|---|---|---|
| 2025 | 0.80% | 0.27% |
| 2024 | 2.40% | 0.00% |
| 2023 | 0.87% | 0.00% |
| 2022 | 0.31% | 0.00% |
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