WAMA vs IGBH
Comparison between WISDOMTREE U.S. ADAPTIVE MOVING AVERAGE FUND (WAMA, ETF) and ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF (IGBH, ETF).
WAMA vs IGBH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WAMA
$189M
Winner
IGBH
$189M
Expense Ratio
WAMA
0.32%
Winner
IGBH
0.14%
Max Drawdown
Winner
WAMA
4.37%
IGBH
38.89%
Sharpe Ratio
WAMA
0.20
Winner
IGBH
1.18
5Y Beta
WAMA
0.97
Winner
IGBH
0.23
P/E Ratio
WAMA
28.57
IGBH
N/A
Forward P/E
WAMA
22.13
IGBH
N/A
PEG Ratio
WAMA
0.43
IGBH
N/A
5Y Dividends CAGR
WAMA
N/A
IGBH
21.47%
5Y EPS CAGR
WAMA
26.32%
IGBH
N/A
Debt to Equity
WAMA
33.01%
IGBH
N/A
P/S Ratio
WAMA
3.79
IGBH
N/A
P/B Ratio
WAMA
5.84
IGBH
N/A
WAMA vs IGBH - Historical Returns
Returns include dividend reinvestment.
1M
WAMA
+0.53%
Winner
IGBH
+1.19%
3M
WAMA
N/A
IGBH
+5.19%
6M
WAMA
N/A
IGBH
+3.41%
1Y
WAMA
N/A
IGBH
+8.74%
5Y(CAGR)
WAMA
N/A
IGBH
+5.49%
10Y(CAGR)
WAMA
N/A
IGBH
+5.05%
Max(CAGR)
Winner
WAMA
+9.77%
IGBH
+4.74%
WAMA vs IGBH - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | WAMA | IGBH |
|---|---|---|
| 2026 | +0.95% | +2.59% |
| 2025 | N/A | +8.11% |
| 2024 | N/A | +7.57% |
| 2023 | N/A | +12.32% |
| 2022 | N/A | -3.22% |
| 2021 | N/A | +3.04% |
| 2020 | N/A | +1.46% |
| 2019 | N/A | +9.69% |
| 2018 | N/A | -4.22% |
| 2017 | N/A | +9.75% |
| 2016 | N/A | +7.57% |
| 2015 | N/A | -0.51% |
WAMA vs IGBH Drawdown Comparison
The maximum drawdown for WAMA was -4.37%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The maximum drawdown for IGBH was -33.67%, occurring on Mar 20, 2020. Recovery took 233 trading sessions.
The current WAMA drawdown is -2.49%.
| Rank | WAMA | IGBH |
|---|---|---|
| #1 | -4.37% Jun 2, 2026 - Jun 10, 2026 | -33.67% Jan 17, 2020 - Dec 18, 2020 |
| #2 | -1.91% May 14, 2026 - May 26, 2026 | -10.49% Sep 27, 2021 - Jun 16, 2023 |
| #3 | -0.39% May 6, 2026 - May 8, 2026 | -8.51% Jan 23, 2018 - Dec 18, 2019 |
| #4 | -0.06% May 11, 2026 - May 13, 2026 | -8.12% Oct 22, 2015 - Apr 22, 2016 |
| #5 | N/A | -6.93% Feb 14, 2025 - Jul 1, 2025 |
| #6 | N/A | -4.24% Jan 22, 2026 - May 14, 2026 |
| #7 | N/A | -3.03% May 31, 2024 - Sep 18, 2024 |
| #8 | N/A | -2.87% Apr 29, 2016 - Jul 26, 2016 |
| #9 | N/A | -2.87% Feb 17, 2021 - Mar 31, 2021 |
| #10 | N/A | -2.59% Sep 18, 2015 - Oct 22, 2015 |
| #11 | N/A | -2.36% Apr 6, 2021 - Sep 24, 2021 |
| #12 | N/A | -2.04% Jul 6, 2017 - Sep 29, 2017 |
| #13 | N/A | -1.93% Oct 20, 2016 - Dec 6, 2016 |
| #14 | N/A | -1.76% Dec 31, 2019 - Jan 17, 2020 |
| #15 | N/A | -1.56% Dec 29, 2020 - Jan 13, 2021 |
Correlation
Correlation between WAMA and IGBH 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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