IVSI vs WDIG
Comparison between APPLIED FINANCE IVS INTERNATIONAL LARGE ETF (IVSI, ETF) and WISDOMTREE EFFICIENT RARE EARTH PLUS STRATEGIC METALS FUND (WDIG, ETF).
IVSI vs WDIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVSI
$7.80M
Winner
WDIG
$7.90M
Expense Ratio
IVSI
0.65%
Winner
WDIG
0.55%
Max Drawdown
Winner
IVSI
11.73%
WDIG
22.59%
Sharpe Ratio
Winner
IVSI
1.20
WDIG
-1.14
5Y Beta
Winner
IVSI
1.04
WDIG
4.02
IVSI vs WDIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVSI
+3.09%
WDIG
-12.77%
3M
IVSI
+9.94%
WDIG
N/A
6M
IVSI
+13.54%
WDIG
N/A
Max(CAGR)
Winner
IVSI
+26.56%
WDIG
-59.15%
IVSI vs WDIG - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | IVSI | WDIG |
|---|---|---|
| 2026 | +11.17% | -8.44% |
| 2025 | +0.53% | N/A |
IVSI vs WDIG Drawdown Comparison
The maximum drawdown for IVSI was -11.73%, occurring on Mar 20, 2026. Recovery took 74 trading sessions.
The maximum drawdown for WDIG was -22.59%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current WDIG drawdown is -14.40%.
| Rank | IVSI | WDIG |
|---|---|---|
| #1 | -11.73% Feb 25, 2026 - Jun 11, 2026 | -22.59% May 13, 2026 - Jun 10, 2026 |
| #2 | -1.66% Jan 16, 2026 - Jan 23, 2026 | N/A |
| #3 | -1.51% Dec 11, 2025 - Dec 23, 2025 | N/A |
| #4 | -1.33% Jan 27, 2026 - Feb 4, 2026 | N/A |
| #5 | -1.01% Feb 4, 2026 - Feb 6, 2026 | N/A |
| #6 | -0.57% Dec 30, 2025 - Jan 2, 2026 | N/A |
| #7 | -0.53% Feb 11, 2026 - Feb 20, 2026 | N/A |
| #8 | -0.49% Jan 12, 2026 - Jan 14, 2026 | N/A |
| #9 | -0.45% Jan 6, 2026 - Jan 9, 2026 | N/A |
| #10 | -0.22% Feb 20, 2026 - Feb 24, 2026 | N/A |
| #11 | -0.19% Dec 26, 2025 - Dec 30, 2025 | N/A |
Correlation
Correlation between IVSI and WDIG is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
-1.00
-101
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