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WDIG vs ASGM

Comparison between WISDOMTREE EFFICIENT RARE EARTH PLUS STRATEGIC METALS FUND (WDIG, ETF) and Virtus ETF Trust II AlphaSimplex Global Macro (ASGM, ETF).

WDIG vs ASGM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WDIG
$7.90M
Winner
ASGM
$8M
Expense Ratio
Winner
WDIG
0.55%
ASGM
0.86%
Max Drawdown
WDIG
22.59%
Winner
ASGM
6.62%
Sharpe Ratio
WDIG
-1.14
Winner
ASGM
1.85
5Y Beta
WDIG
4.02
Winner
ASGM
1.10

WDIG vs ASGM - Historical Returns

Returns include dividend reinvestment.

1M
WDIG
-12.77%
Winner
ASGM
+0.22%
3M
WDIG
N/A
ASGM
+10.16%
6M
WDIG
N/A
ASGM
+20.15%
1Y
WDIG
N/A
ASGM
+32.47%
Max(CAGR)
WDIG
-59.15%
Winner
ASGM
+39.13%

WDIG vs ASGM - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearWDIGASGM
2026-8.44%+17.99%
2025N/A+11.52%

WDIG vs ASGM Drawdown Comparison

The maximum drawdown for WDIG was -22.59%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for ASGM was -6.62%, occurring on Mar 30, 2026. Recovery took 28 trading sessions.

The current WDIG drawdown is -14.40%. The current ASGM drawdown is -3.57%.

RankWDIGASGM
#1-22.59%
May 13, 2026 - Jun 10, 2026
-6.62%
Feb 27, 2026 - Apr 9, 2026
#2N/A-6.40%
Jun 2, 2026 - Jun 10, 2026
#3N/A-5.86%
Oct 27, 2025 - Dec 24, 2025
#4N/A-5.17%
Jan 29, 2026 - Feb 11, 2026
#5N/A-3.68%
Oct 8, 2025 - Oct 20, 2025
#6N/A-2.61%
Jan 12, 2026 - Jan 22, 2026
#7N/A-2.36%
May 14, 2026 - May 26, 2026
#8N/A-2.29%
Feb 11, 2026 - Feb 20, 2026
#9N/A-1.53%
Sep 22, 2025 - Sep 30, 2025
#10N/A-1.38%
Dec 26, 2025 - Jan 5, 2026
#11N/A-1.32%
Aug 28, 2025 - Sep 8, 2025
#12N/A-1.32%
Oct 20, 2025 - Oct 27, 2025
#13N/A-1.31%
Aug 13, 2025 - Aug 22, 2025
#14N/A-1.01%
Apr 30, 2026 - May 6, 2026
#15N/A-0.85%
Jan 6, 2026 - Jan 9, 2026

Correlation

Correlation between WDIG and ASGM is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

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