WIMA vs IBBQ
Comparison between WISDOMTREE INTERNATIONAL ADAPTIVE MOVING AVERAGE FUND (WIMA, ETF) and INVESCO NASDAQ BIOTECHNOLOGY ETF (IBBQ, ETF).
WIMA vs IBBQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WIMA
$65M
Winner
IBBQ
$65M
Expense Ratio
WIMA
0.42%
Winner
IBBQ
0.19%
Max Drawdown
Winner
WIMA
2.75%
IBBQ
38.42%
Sharpe Ratio
WIMA
-1.72
Winner
IBBQ
1.64
5Y Beta
WIMA
1.01
Winner
IBBQ
0.75
P/E Ratio
WIMA
N/A
IBBQ
-44.80
Forward P/E
WIMA
N/A
IBBQ
15.34
5Y EPS CAGR
WIMA
N/A
IBBQ
17.26%
Debt to Equity
WIMA
N/A
IBBQ
65.59%
P/S Ratio
WIMA
N/A
IBBQ
6.56
P/B Ratio
WIMA
N/A
IBBQ
4.67
WIMA vs IBBQ - Holdings Comparison
WIMA and IBBQ have 1 common holdings. Overlap is 0.00%
WIMA's top 25 holdings weight is 28.04%. IBBQ's top 25 holdings weight is 60.96%.
| Rank | WIMA | IBBQ |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.23% | GILEAD SCIENCES INC (GILD) - 7.45% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.83% | VERTEX PHARMACEUTICALS INC (VRTX) - 7.29% |
| #3 | SOFTBANK GROUP CORP (n/a) - 1.67% | AMGEN INC (AMGN) - 7.19% |
| #4 | SHELL PLC (n/a) - 1.57% | REGENERON PHARMACEUTICALS INC (REGN) - 5.32% |
| #5 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.54% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.16% |
| #6 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.44% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 2.48% |
| #7 | NESTLE SA (n/a) - 1.35% | BIOGEN INC (BIIB) - 2.29% |
| #8 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.27% | UNITED THERAPEUTICS CORP (UTHR) - 2.05% |
| #9 | ASTRAZENECA PLC (AZN:XLON) - 1.19% | INSMED INC (INSM) - 1.89% |
| #10 | SIEMENS AG (n/a) - 1.17% | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.86% |
| #11 | TOTALENERGIES SE (TTE:XPAR) - 1.11% | ARGENX SE ADR (ARGX) - 1.85% |
| #12 | TOYOTA MOTOR CORP (n/a) - 1.09% | ILLUMINA INC (ILMN) - 1.79% |
| #13 | BHP GROUP LTD (n/a) - 1.03% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.71% |
| #14 | BANCO SANTANDER SA (n/a) - 1.01% | INCYTE CORP (INCY) - 1.56% |
| #15 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.99% | VIATRIS INC (VTRS) - 1.51% |
| #16 | ABB LTD (n/a) - 0.93% | MODERNA INC (MRNA) - 1.50% |
| #17 | ALLIANZ SE (n/a) - 0.90% | GUARDANT HEALTH INC (GH) - 1.27% |
| #18 | SAP SE (n/a) - 0.88% | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.26% |
| #19 | UNICREDIT SPA (n/a) - 0.85% | ASCENDIS PHARMA AS (ASND) - 1.19% |
| #20 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.83% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 1.18% |
| #21 | ITOCHU CORP (n/a) - 0.44% | SUMMIT THERAPEUTICS INC ORDINARY SHARES (SMMT) - 1.06% |
| #22 | FAST RETAILING CO LTD (n/a) - 0.44% | BRIDGEBIO PHARMA INC (BBIO) - 1.06% |
| #23 | NOKIA OYJ (n/a) - 0.43% | EXELIXIS INC (EXEL) - 1.05% |
| #24 | ENEL SPA (n/a) - 0.43% | IONIS PHARMACEUTICALS INC (IONS) - 1.01% |
| #25 | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 0.42% | MEDPACE HOLDINGS INC (MEDP) - 0.98% |
| Total Holdings | 462 | 260 |
WIMA vs IBBQ - Historical Returns
Returns include dividend reinvestment.
1M
WIMA
-1.97%
Winner
IBBQ
-1.15%
3M
WIMA
N/A
IBBQ
+0.50%
6M
WIMA
N/A
IBBQ
+2.07%
1Y
WIMA
N/A
IBBQ
+40.49%
5Y(CAGR)
WIMA
N/A
IBBQ
+3.55%
Max(CAGR)
WIMA
-21.52%
Winner
IBBQ
+3.55%
WIMA vs IBBQ - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | WIMA | IBBQ |
|---|---|---|
| 2026 | -1.97% | +2.65% |
| 2025 | N/A | +32.76% |
| 2024 | N/A | -2.37% |
| 2023 | N/A | +5.49% |
| 2022 | N/A | -10.89% |
| 2021 | N/A | -6.71% |
WIMA vs IBBQ Drawdown Comparison
The maximum drawdown for WIMA was -2.75%, occurring on May 15, 2026. Recovery took 13 trading sessions.
The maximum drawdown for IBBQ was -37.94%, occurring on Jun 13, 2022. Recovery took 1062 trading sessions.
The current WIMA drawdown is -2.60%. The current IBBQ drawdown is -4.55%.
| Rank | WIMA | IBBQ |
|---|---|---|
| #1 | -2.75% May 6, 2026 - May 26, 2026 | -37.94% Aug 9, 2021 - Oct 30, 2025 |
| #2 | -2.60% Jun 2, 2026 - Jun 5, 2026 | -8.34% Feb 24, 2026 - Apr 14, 2026 |
| #3 | -0.47% May 26, 2026 - Jun 2, 2026 | -6.82% Apr 17, 2026 - Jun 2, 2026 |
| #4 | N/A | -4.66% Jul 1, 2021 - Aug 3, 2021 |
| #5 | N/A | -3.73% Jan 22, 2026 - Feb 24, 2026 |
| #6 | N/A | -3.65% Nov 28, 2025 - Dec 22, 2025 |
| #7 | N/A | -3.53% Dec 24, 2025 - Jan 7, 2026 |
| #8 | N/A | -3.00% Jan 7, 2026 - Jan 22, 2026 |
| #9 | N/A | -2.38% Jun 11, 2021 - Jun 25, 2021 |
| #10 | N/A | -2.06% Oct 31, 2025 - Nov 10, 2025 |
| #11 | N/A | -1.85% Nov 18, 2025 - Nov 24, 2025 |
| #12 | N/A | -1.32% Aug 5, 2021 - Aug 9, 2021 |
| #13 | N/A | -0.71% Apr 15, 2026 - Apr 17, 2026 |
| #14 | N/A | -0.48% Dec 22, 2025 - Dec 24, 2025 |
| #15 | N/A | -0.23% Nov 12, 2025 - Nov 17, 2025 |
Correlation
Correlation between WIMA and IBBQ is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
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