WIMA vs DDIV
Comparison between WISDOMTREE INTERNATIONAL ADAPTIVE MOVING AVERAGE FUND (WIMA, ETF) and FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF (DDIV, ETF).
WIMA vs DDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WIMA
$67M
DDIV
$67M
Expense Ratio
Winner
WIMA
0.42%
DDIV
0.60%
Max Drawdown
Winner
WIMA
3.33%
DDIV
47.56%
Sharpe Ratio
WIMA
0.04
Winner
DDIV
1.20
5Y Beta
WIMA
1.11
Winner
DDIV
0.87
P/E Ratio
WIMA
N/A
DDIV
18.45
Forward P/E
WIMA
N/A
DDIV
13.22
PEG Ratio
WIMA
N/A
DDIV
0.27
5Y Dividends CAGR
WIMA
N/A
DDIV
4.75%
5Y EPS CAGR
WIMA
N/A
DDIV
9.81%
Debt to Equity
WIMA
N/A
DDIV
23.46%
P/S Ratio
WIMA
N/A
DDIV
1.79
P/B Ratio
WIMA
N/A
DDIV
2.28
WIMA vs DDIV - Holdings Comparison
WIMA and DDIV have 2 common holdings. Overlap is 0.24%
WIMA's top 25 holdings weight is 30.09%. DDIV's top 25 holdings weight is 71.25%.
| Rank | WIMA | DDIV |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.39% | AGNC INVESTMENT CORP (AGNC) - 5.40% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.86% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 4.73% |
| #3 | SOFTBANK GROUP CORP (n/a) - 1.83% | EDISON INTERNATIONAL (EIX) - 3.64% |
| #4 | SHELL PLC (n/a) - 1.58% | INVESCO LTD (IVZ) - 3.55% |
| #5 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.47% | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.40% |
| #6 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.34% | IRON MOUNTAIN INC (IRM) - 3.24% |
| #7 | NESTLE SA (n/a) - 1.32% | U.S. BANCORP (USB) - 3.13% |
| #8 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.26% | HF SINCLAIR CORP (DINO) - 2.97% |
| #9 | SIEMENS AG (n/a) - 1.20% | ANTERO MIDSTREAM CORP (AM) - 2.96% |
| #10 | ASTRAZENECA PLC (AZN:XLON) - 1.13% | AT&T INC (T) - 2.77% |
| #11 | TOTALENERGIES SE (TTE) - 1.08% | WATSCO INC ORDINARY SHARES (WSO) - 2.76% |
| #12 | BHP GROUP LTD (n/a) - 1.08% | KINDER MORGAN INC CLASS P (KMI) - 2.76% |
| #13 | TOYOTA MOTOR CORP (n/a) - 1.02% | CHEVRON CORP (CVX) - 2.57% |
| #14 | BANCO SANTANDER SA (n/a) - 1.01% | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.55% |
| #15 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.98% | HASBRO INC (HAS) - 2.49% |
| #16 | SAP SE (n/a) - 0.95% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 2.45% |
| #17 | ABB LTD (n/a) - 0.94% | PHILLIPS 66 (PSX) - 2.36% |
| #18 | UNICREDIT SPA (n/a) - 0.87% | MERCK & CO INC (MRK) - 2.30% |
| #19 | SCHNEIDER ELECTRIC SE (n/a) - 0.87% | WILLIAMS COMPANIES INC (WMB) - 2.27% |
| #20 | ALLIANZ SE (n/a) - 0.87% | OLD NATIONAL BANCORP (ONB) - 2.27% |
| #21 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.84% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 2.26% |
| #22 | HITACHI LTD (n/a) - 0.83% | PERMIAN RESOURCES CORP CLASS A (PR) - 2.23% |
| #23 | TOKYO ELECTRON LTD (n/a) - 0.81% | MORGAN STANLEY (MS) - 2.14% |
| #24 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.78% | VENTAS INC (VTR) - 2.05% |
| #25 | SONY GROUP CORP (n/a) - 0.78% | PACKAGING CORP OF AMERICA (PKG) - 2.00% |
| Total Holdings | 502 | 52 |
WIMA vs DDIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WIMA
+2.16%
DDIV
+0.61%
3M
WIMA
N/A
DDIV
+14.49%
6M
WIMA
N/A
DDIV
+9.17%
1Y
WIMA
N/A
DDIV
+22.92%
5Y(CAGR)
WIMA
N/A
DDIV
+9.96%
10Y(CAGR)
WIMA
N/A
DDIV
+9.99%
Max(CAGR)
WIMA
+5.46%
Winner
DDIV
+8.96%
WIMA vs DDIV - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | WIMA | DDIV |
|---|---|---|
| 2026 | +0.54% | +7.98% |
| 2025 | N/A | +11.50% |
| 2024 | N/A | +27.42% |
| 2023 | N/A | +11.52% |
| 2022 | N/A | -12.49% |
| 2021 | N/A | +42.71% |
| 2020 | N/A | -3.46% |
| 2019 | N/A | +31.83% |
| 2018 | N/A | -15.93% |
| 2017 | N/A | +10.82% |
| 2016 | N/A | +16.35% |
| 2015 | N/A | -8.48% |
| 2014 | N/A | +9.81% |
WIMA vs DDIV Drawdown Comparison
The maximum drawdown for WIMA was -3.33%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The maximum drawdown for DDIV was -47.56%, occurring on Mar 23, 2020. Recovery took 247 trading sessions.
The current WIMA drawdown is -0.11%. The current DDIV drawdown is -0.09%.
| Rank | WIMA | DDIV |
|---|---|---|
| #1 | -3.33% Jun 2, 2026 - Jun 10, 2026 | -47.56% Feb 20, 2020 - Feb 11, 2021 |
| #2 | -2.75% May 6, 2026 - May 26, 2026 | -22.88% Aug 21, 2018 - Jun 20, 2019 |
| #3 | -0.47% May 26, 2026 - Jun 2, 2026 | -21.11% Jan 13, 2022 - Mar 5, 2024 |
| #4 | N/A | -18.96% Nov 26, 2024 - Sep 30, 2025 |
| #5 | N/A | -17.47% Apr 23, 2015 - Jun 3, 2016 |
| #6 | N/A | -11.31% Feb 9, 2026 - Apr 23, 2026 |
| #7 | N/A | -11.13% Jun 8, 2021 - Oct 15, 2021 |
| #8 | N/A | -7.88% Jul 22, 2016 - Dec 8, 2016 |
| #9 | N/A | -7.81% Dec 18, 2017 - Aug 17, 2018 |
| #10 | N/A | -7.69% Jul 31, 2024 - Aug 21, 2024 |
| #11 | N/A | -6.54% Nov 15, 2021 - Dec 28, 2021 |
| #12 | N/A | -6.33% Jul 1, 2014 - Nov 3, 2014 |
| #13 | N/A | -6.01% Mar 28, 2024 - May 15, 2024 |
| #14 | N/A | -5.70% Mar 15, 2021 - Apr 16, 2021 |
| #15 | N/A | -4.67% May 7, 2021 - May 17, 2021 |
Correlation
Correlation between WIMA and DDIV is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Select Stocks to Compare
Popular: WIMA vs SPYDDIV vs SPY
More Comparisons
Compare with similar stocks