SGLC vs WAMA
Comparison between SGI U.S. LARGE CAP CORE ETF (SGLC, ETF) and WISDOMTREE U.S. ADAPTIVE MOVING AVERAGE FUND (WAMA, ETF).
SGLC vs WAMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SGLC
$179M
WAMA
$179M
Expense Ratio
SGLC
0.85%
Winner
WAMA
0.32%
Max Drawdown
SGLC
26.64%
Winner
WAMA
2.80%
Sharpe Ratio
Winner
SGLC
1.74
WAMA
0.37
5Y Beta
SGLC
1.01
Winner
WAMA
1.00
P/E Ratio
Winner
SGLC
24.45
WAMA
29.96
Forward P/E
Winner
SGLC
19.52
WAMA
22.75
PEG Ratio
Winner
SGLC
0.15
WAMA
0.43
5Y EPS CAGR
Winner
SGLC
29.58%
WAMA
29.39%
Debt to Equity
SGLC
58.84%
Winner
WAMA
43.21%
P/S Ratio
Winner
SGLC
2.89
WAMA
3.80
P/B Ratio
Winner
SGLC
4.78
WAMA
5.94
SGLC vs WAMA - Holdings Comparison
SGLC and WAMA have 96 common holdings. Overlap is 48.08%
SGLC's top 25 holdings weight is 67.96%. WAMA's top 25 holdings weight is 52.99%.
| Rank | SGLC | WAMA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.67% | NVIDIA CORP (NVDA) - 8.11% |
| #2 | APPLE INC (AAPL) - 6.88% | ALPHABET INC CLASS A (GOOGL) - 7.12% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.98% | APPLE INC (AAPL) - 7.07% |
| #4 | MICROSOFT CORP (MSFT) - 5.72% | MICROSOFT CORP (MSFT) - 4.66% |
| #5 | AMAZON.COM INC (AMZN) - 3.52% | AMAZON.COM INC (AMZN) - 4.13% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.99% | BROADCOM INC (AVGO) - 2.82% |
| #7 | REGENERON PHARMACEUTICALS INC (REGN) - 2.82% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #8 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.38% | TESLA INC (TSLA) - 1.93% |
| #9 | EMCOR GROUP INC (EME) - 2.21% | ELI LILLY AND CO (LLY) - 1.58% |
| #10 | MICRON TECHNOLOGY INC (MU) - 2.21% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.57% |
| #11 | BROADCOM INC (AVGO) - 2.19% | MICRON TECHNOLOGY INC (MU) - 1.47% |
| #12 | COCA-COLA CO (KO) - 2.09% | WALMART INC (WMT) - 1.40% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.96% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.93% | JPMORGAN CHASE & CO (JPM) - 1.26% |
| #15 | ELI LILLY AND CO (LLY) - 1.92% | EXXON MOBIL CORP (XOM) - 0.99% |
| #16 | JPMORGAN CHASE & CO (JPM) - 1.88% | VISA INC CLASS A (V) - 0.98% |
| #17 | CBRE GROUP INC CLASS A (CBRE) - 1.85% | INTEL CORP (INTC) - 0.84% |
| #18 | FOX CORP CLASS B (FOX) - 1.75% | JOHNSON & JOHNSON (JNJ) - 0.80% |
| #19 | BOOKING HOLDINGS INC (BKNG) - 1.71% | ORACLE CORP (ORCL) - 0.72% |
| #20 | NEWMONT CORP (NEM) - 1.64% | CISCO SYSTEMS INC (CSCO) - 0.71% |
| #21 | MERCK & CO INC (MRK) - 1.23% | AMGEN INC (AMGN) - 0.26% |
| #22 | TESLA INC (TSLA) - 1.22% | TJX COMPANIES INC (TJX) - 0.26% |
| #23 | FREEPORT-MCMORAN INC (FCX) - 1.21% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.25% |
| #24 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 1.09% | AMPHENOL CORP CLASS A (APH) - 0.25% |
| #25 | MONSTER BEVERAGE CORP (MNST) - 0.91% | GILEAD SCIENCES INC (GILD) - 0.25% |
| Total Holdings | 130 | 458 |
SGLC vs WAMA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SGLC
+2.63%
WAMA
+0.63%
3M
SGLC
+10.78%
WAMA
N/A
6M
SGLC
+13.29%
WAMA
N/A
1Y
SGLC
+30.82%
WAMA
N/A
Max(CAGR)
Winner
SGLC
+21.86%
WAMA
+7.92%
SGLC vs WAMA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SGLC | WAMA |
|---|---|---|
| 2026 | +11.47% | +0.63% |
| 2025 | +17.30% | N/A |
| 2024 | +20.63% | N/A |
| 2023 | +18.91% | N/A |
SGLC vs WAMA Drawdown Comparison
The maximum drawdown for SGLC was -20.24%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for WAMA was -2.80%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current SGLC drawdown is -2.64%. The current WAMA drawdown is -2.80%.
| Rank | SGLC | WAMA |
|---|---|---|
| #1 | -20.24% Nov 27, 2024 - Jul 24, 2025 | -2.80% Jun 2, 2026 - Jun 5, 2026 |
| #2 | -10.03% Aug 1, 2023 - Nov 22, 2023 | -1.91% May 14, 2026 - May 26, 2026 |
| #3 | -9.67% Jan 28, 2026 - Apr 14, 2026 | -0.39% May 6, 2026 - May 8, 2026 |
| #4 | -8.97% Jul 10, 2024 - Oct 11, 2024 | -0.06% May 11, 2026 - May 13, 2026 |
| #5 | -5.03% Apr 1, 2024 - May 10, 2024 | N/A |
| #6 | -4.64% Nov 12, 2025 - Dec 5, 2025 | N/A |
| #7 | -4.00% Oct 14, 2024 - Nov 7, 2024 | N/A |
| #8 | -3.49% Jan 12, 2026 - Jan 27, 2026 | N/A |
| #9 | -3.32% Apr 28, 2023 - May 18, 2023 | N/A |
| #10 | -2.89% Apr 13, 2023 - Apr 28, 2023 | N/A |
| #11 | -2.64% Jun 2, 2026 - Jun 5, 2026 | N/A |
| #12 | -2.60% Dec 11, 2025 - Dec 22, 2025 | N/A |
| #13 | -2.59% May 14, 2026 - May 26, 2026 | N/A |
| #14 | -2.51% Oct 2, 2025 - Oct 24, 2025 | N/A |
| #15 | -2.47% Oct 28, 2025 - Nov 11, 2025 | N/A |
Correlation
Correlation between SGLC and WAMA is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
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