WAMA vs CZA
Comparison between WISDOMTREE U.S. ADAPTIVE MOVING AVERAGE FUND (WAMA, ETF) and INVESCO ZACKS MID-CAP ETF (CZA, ETF).
WAMA vs CZA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WAMA
$186M
Winner
CZA
$187M
Expense Ratio
Winner
WAMA
0.32%
CZA
0.69%
Max Drawdown
Winner
WAMA
5.73%
CZA
53.86%
Sharpe Ratio
Winner
WAMA
1.22
CZA
0.93
5Y Beta
WAMA
0.87
Winner
CZA
0.73
P/E Ratio
WAMA
28.28
Winner
CZA
17.97
Forward P/E
WAMA
20.89
Winner
CZA
15.05
PEG Ratio
Winner
WAMA
0.35
CZA
0.37
5Y Dividends CAGR
WAMA
N/A
CZA
7.13%
5Y EPS CAGR
Winner
WAMA
28.98%
CZA
17.16%
Debt to Equity
WAMA
29.44%
CZA
N/A
P/S Ratio
WAMA
3.68
Winner
CZA
1.54
P/B Ratio
WAMA
5.69
Winner
CZA
2.36
WAMA vs CZA - Holdings Comparison
WAMA and CZA have 41 common holdings. Overlap is 1.55%
WAMA's top 25 holdings weight is 52.39%. CZA's top 25 holdings weight is 42.30%.
| Rank | WAMA | CZA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.95% | BECTON DICKINSON & CO (BDX) - 2.05% |
| #2 | APPLE INC (AAPL) - 7.45% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.03% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.72% | WASTE CONNECTIONS INC (WCN) - 2.02% |
| #4 | MICROSOFT CORP (MSFT) - 4.39% | PRUDENTIAL FINANCIAL INC (PRU) - 2.01% |
| #5 | AMAZON.COM INC (AMZN) - 3.93% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.94% |
| #6 | BROADCOM INC (AVGO) - 2.61% | CREDICORP LTD (BAP) - 1.91% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.52% | SYSCO CORP (SYY) - 1.90% |
| #8 | TESLA INC (TSLA) - 1.74% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.83% |
| #9 | ELI LILLY AND CO (LLY) - 1.70% | AGILENT TECHNOLOGIES INC (A) - 1.80% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.57% | HUNTINGTON BANCSHARES INC (HBAN) - 1.75% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.47% | NORTHERN TRUST CORP (NTRS) - 1.75% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.42% | ARCH CAPITAL GROUP LTD (ACGL) - 1.68% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.32% | n/a (VG) - 1.65% |
| #14 | WALMART INC (WMT) - 1.32% | ZOETIS INC CLASS A (ZTS) - 1.60% |
| #15 | VISA INC CLASS A (V) - 1.06% | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.59% |
| #16 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.95% | LAS VEGAS SANDS CORP (LVS) - 1.58% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.85% | TRIP.COM GROUP LTD ADR (TCOM) - 1.57% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.74% | IQVIA HOLDINGS INC (IQV) - 1.57% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.71% | EXTRA SPACE STORAGE INC (EXR) - 1.52% |
| #20 | BANK OF AMERICA CORP (BAC) - 0.70% | DTE ENERGY CO (DTE) - 1.49% |
| #21 | MCDONALD'S CORP (MCD) - 0.26% | TELEDYNE TECHNOLOGIES INC (TDY) - 1.44% |
| #22 | THE WALT DISNEY CO (DIS) - 0.26% | ZOOM COMMUNICATIONS INC (ZM) - 1.43% |
| #23 | VERIZON COMMUNICATIONS INC (VZ) - 0.26% | AMRIZE LTD REGISTERED SHARE (AMRZ) - 1.40% |
| #24 | CHARLES SCHWAB CORP (SCHW) - 0.25% | DOVER CORP (DOV) - 1.40% |
| #25 | GILEAD SCIENCES INC (GILD) - 0.24% | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 1.39% |
| Total Holdings | 467 | 102 |
WAMA vs CZA - Historical Returns
Returns include dividend reinvestment.
1M
WAMA
+0.71%
Winner
CZA
+2.97%
3M
Winner
WAMA
+6.55%
CZA
+5.19%
6M
WAMA
N/A
CZA
+7.27%
1Y
WAMA
N/A
CZA
+16.71%
5Y(CAGR)
WAMA
N/A
CZA
+7.63%
10Y(CAGR)
WAMA
N/A
CZA
+10.45%
Max(CAGR)
Winner
WAMA
+21.03%
CZA
+9.68%
WAMA vs CZA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | WAMA | CZA |
|---|---|---|
| 2026 | +7.09% | +10.34% |
| 2025 | N/A | +8.91% |
| 2024 | N/A | +12.40% |
| 2023 | N/A | +7.13% |
| 2022 | N/A | -5.38% |
| 2021 | N/A | +29.39% |
| 2020 | N/A | -0.00% |
| 2019 | N/A | +33.06% |
| 2018 | N/A | -9.19% |
| 2017 | N/A | +21.26% |
| 2016 | N/A | +16.93% |
| 2015 | N/A | -1.42% |
| 2014 | N/A | +10.81% |
| 2013 | N/A | +32.43% |
| 2012 | N/A | +14.15% |
| 2011 | N/A | +2.97% |
| 2010 | N/A | +21.93% |
| 2009 | N/A | +40.05% |
| 2008 | N/A | -35.54% |
| 2007 | N/A | +1.98% |
WAMA vs CZA Drawdown Comparison
The maximum drawdown for WAMA was -5.73%, occurring on Mar 30, 2026. Recovery took 22 trading sessions.
The maximum drawdown for CZA was -53.20%, occurring on Mar 9, 2009. Recovery took 832 trading sessions.
The current WAMA drawdown is -1.32%. The current CZA drawdown is -1.25%.
| Rank | WAMA | CZA |
|---|---|---|
| #1 | -5.73% Mar 17, 2026 - Apr 17, 2026 | -53.20% Jul 17, 2007 - Nov 2, 2010 |
| #2 | -4.37% Jun 2, 2026 - Jun 10, 2026 | -46.18% Feb 18, 2020 - Jan 12, 2021 |
| #3 | -1.91% May 14, 2026 - May 26, 2026 | -23.45% Jul 7, 2011 - Mar 15, 2012 |
| #4 | -0.86% Apr 17, 2026 - Apr 22, 2026 | -18.92% Nov 29, 2024 - Dec 10, 2025 |
| #5 | -0.59% Mar 12, 2026 - Mar 16, 2026 | -18.83% Jun 19, 2015 - Jun 1, 2016 |
| #6 | -0.57% Apr 27, 2026 - Apr 30, 2026 | -18.05% Sep 21, 2018 - Apr 1, 2019 |
| #7 | -0.39% May 6, 2026 - May 8, 2026 | -17.45% Jan 4, 2022 - Feb 2, 2023 |
| #8 | -0.34% May 1, 2026 - May 5, 2026 | -16.01% Feb 2, 2023 - Dec 27, 2023 |
| #9 | -0.31% Apr 22, 2026 - Apr 24, 2026 | -10.21% Sep 2, 2014 - Nov 21, 2014 |
| #10 | -0.06% May 11, 2026 - May 13, 2026 | -9.65% May 1, 2012 - Sep 6, 2012 |
| #11 | N/A | -9.21% Mar 2, 2026 - Jun 4, 2026 |
| #12 | N/A | -9.04% Jan 26, 2018 - Aug 27, 2018 |
| #13 | N/A | -7.42% Jun 8, 2016 - Jul 14, 2016 |
| #14 | N/A | -6.84% Jul 24, 2019 - Sep 16, 2019 |
| #15 | N/A | -6.56% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between WAMA and CZA is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2007 - 2026)
WAMA vs CZA dividend yield comparison.
| Year | WAMA | CZA |
|---|---|---|
| 2026 | 0.42% | 0.00% |
| 2025 | 0.00% | 1.56% |
| 2024 | 0.00% | 1.27% |
| 2023 | 0.00% | 1.36% |
| 2022 | 0.00% | 1.71% |
| 2021 | 0.00% | 0.89% |
| 2020 | 0.00% | 1.42% |
| 2019 | 0.00% | 1.40% |
| 2018 | 0.00% | 1.27% |
| 2017 | 0.00% | 1.10% |
| 2016 | 0.00% | 1.87% |
| 2015 | 0.00% | 1.37% |
| 2014 | 0.00% | 0.74% |
| 2013 | 0.00% | 1.01% |
| 2012 | 0.00% | 1.23% |
| 2011 | 0.00% | 0.24% |
| 2010 | 0.00% | 0.68% |
| 2009 | 0.00% | 0.08% |
| 2008 | 0.00% | 1.01% |
| 2007 | 0.00% | 0.37% |
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