WIMA vs RSPE
Comparison between WISDOMTREE INTERNATIONAL ADAPTIVE MOVING AVERAGE FUND (WIMA, ETF) and Invesco ESG S&P 500 Equal Weight ETF (RSPE, ETF).
WIMA vs RSPE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WIMA
$68M
RSPE
$68M
Expense Ratio
WIMA
0.42%
Winner
RSPE
0.20%
Max Drawdown
Winner
WIMA
4.81%
RSPE
23.95%
Sharpe Ratio
WIMA
1.22
Winner
RSPE
1.46
5Y Beta
WIMA
1.11
Winner
RSPE
0.80
P/E Ratio
WIMA
N/A
RSPE
26.30
Forward P/E
WIMA
N/A
RSPE
17.78
5Y EPS CAGR
WIMA
N/A
RSPE
11.28%
Debt to Equity
WIMA
N/A
RSPE
46.39%
P/S Ratio
WIMA
N/A
RSPE
1.79
P/B Ratio
WIMA
N/A
RSPE
3.31
WIMA vs RSPE - Holdings Comparison
WIMA and RSPE have 1 common holdings. Overlap is 0.00%
WIMA's top 25 holdings weight is 28.26%. RSPE's top 25 holdings weight is 15.64%.
| Rank | WIMA | RSPE |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.52% | MODERNA INC (MRNA) - 0.91% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.94% | PALO ALTO NETWORKS INC (PANW) - 0.70% |
| #3 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.55% | GE VERNOVA INC (GEV) - 0.67% |
| #4 | SHELL PLC (n/a) - 1.53% | n/a (CRL) - 0.65% |
| #5 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.46% | EXPEDIA GROUP INC (EXPE) - 0.64% |
| #6 | NESTLE SA (n/a) - 1.37% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 0.64% |
| #7 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.37% | SOUTHWEST AIRLINES CO (LUV) - 0.64% |
| #8 | SOFTBANK GROUP CORP (n/a) - 1.37% | DAVITA INC (DVA) - 0.62% |
| #9 | SIEMENS AG (n/a) - 1.14% | STANLEY BLACK & DECKER INC (SWK) - 0.62% |
| #10 | BANCO SANTANDER SA (n/a) - 1.10% | BALL CORP (BALL) - 0.61% |
| #11 | TOKYO ELECTRON LTD (n/a) - 1.05% | ABBVIE INC (ABBV) - 0.61% |
| #12 | ASTRAZENECA PLC (AZN:XLON) - 1.04% | CORNING INC (GLW) - 0.61% |
| #13 | TOYOTA MOTOR CORP (n/a) - 1.00% | INGERSOLL RAND INC (IR) - 0.60% |
| #14 | TOTALENERGIES SE (TTE) - 0.98% | ARTHUR J. GALLAGHER & CO (AJG) - 0.60% |
| #15 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.98% | AIR PRODUCTS AND CHEMICALS INC (APD) - 0.60% |
| #16 | BHP GROUP LTD (n/a) - 0.97% | ADVANCED MICRO DEVICES INC (AMD) - 0.60% |
| #17 | ALLIANZ SE (n/a) - 0.95% | NRG ENERGY INC (NRG) - 0.60% |
| #18 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.94% | VISA INC CLASS A (V) - 0.59% |
| #19 | UNICREDIT SPA (n/a) - 0.93% | PAYPAL HOLDINGS INC (PYPL) - 0.59% |
| #20 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.90% | FORTINET INC (FTNT) - 0.59% |
| #21 | ENEL SPA (n/a) - 0.44% | KIMBERLY-CLARK CORP (KMB) - 0.59% |
| #22 | SHIN-ETSU CHEMICAL CO LTD (n/a) - 0.44% | LENNOX INTERNATIONAL INC (LII) - 0.59% |
| #23 | ITOCHU CORP (n/a) - 0.43% | INTEL CORP (INTC) - 0.59% |
| #24 | WESTPAC BANKING CORP (n/a) - 0.43% | THE HOME DEPOT INC (HD) - 0.59% |
| #25 | NATIONAL AUSTRALIA BANK LTD (n/a) - 0.43% | CATERPILLAR INC (CAT) - 0.59% |
| Total Holdings | 464 | 187 |
WIMA vs RSPE - Historical Returns
Returns include dividend reinvestment.
1M
WIMA
+0.25%
Winner
RSPE
+1.08%
3M
WIMA
+4.70%
Winner
RSPE
+8.31%
6M
WIMA
N/A
RSPE
+10.44%
1Y
WIMA
N/A
RSPE
+24.21%
5Y(CAGR)
WIMA
N/A
RSPE
+8.71%
Max(CAGR)
Winner
WIMA
+28.45%
RSPE
+8.71%
WIMA vs RSPE - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | WIMA | RSPE |
|---|---|---|
| 2026 | +9.39% | +13.95% |
| 2025 | N/A | +14.91% |
| 2024 | N/A | +10.79% |
| 2023 | N/A | +13.77% |
| 2022 | N/A | -12.24% |
| 2021 | N/A | +1.37% |
WIMA vs RSPE Drawdown Comparison
The maximum drawdown for WIMA was -4.81%, occurring on Mar 20, 2026. Recovery took 11 trading sessions.
The maximum drawdown for RSPE was -22.94%, occurring on Sep 30, 2022. Recovery took 528 trading sessions.
The current WIMA drawdown is -0.95%. The current RSPE drawdown is -1.00%.
| Rank | WIMA | RSPE |
|---|---|---|
| #1 | -4.81% Mar 17, 2026 - Apr 1, 2026 | -22.94% Jan 4, 2022 - Feb 12, 2024 |
| #2 | -4.11% Apr 17, 2026 - May 6, 2026 | -18.59% Nov 25, 2024 - Jul 3, 2025 |
| #3 | -3.33% Jun 2, 2026 - Jun 15, 2026 | -8.95% Feb 27, 2026 - May 6, 2026 |
| #4 | -2.75% May 6, 2026 - May 26, 2026 | -6.38% Mar 28, 2024 - Jul 12, 2024 |
| #5 | -2.26% Jul 6, 2026 - Jul 20, 2026 | -5.73% Jul 16, 2024 - Aug 21, 2024 |
| #6 | -2.11% Jun 16, 2026 - Jul 2, 2026 | -5.64% Nov 17, 2021 - Dec 27, 2021 |
| #7 | -0.60% Apr 1, 2026 - Apr 8, 2026 | -4.79% Oct 27, 2025 - Nov 28, 2025 |
| #8 | -0.56% Apr 14, 2026 - Apr 17, 2026 | -3.63% Oct 16, 2024 - Nov 11, 2024 |
| #9 | -0.47% May 26, 2026 - Jun 2, 2026 | -3.60% Jul 25, 2025 - Aug 22, 2025 |
| #10 | -0.33% Apr 8, 2026 - Apr 13, 2026 | -3.30% Oct 6, 2025 - Oct 21, 2025 |
| #11 | -0.30% Mar 12, 2026 - Mar 16, 2026 | -2.96% Aug 30, 2024 - Sep 16, 2024 |
| #12 | N/A | -2.47% Jun 4, 2026 - Jun 12, 2026 |
| #13 | N/A | -2.31% Nov 11, 2024 - Nov 22, 2024 |
| #14 | N/A | -2.06% Jan 15, 2026 - Feb 2, 2026 |
| #15 | N/A | -2.00% Jul 10, 2025 - Jul 22, 2025 |
Correlation
Correlation between WIMA and RSPE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2021 - 2026)
WIMA vs RSPE dividend yield comparison.
| Year | WIMA | RSPE |
|---|---|---|
| 2026 | 0.99% | 0.75% |
| 2025 | 0.00% | 1.63% |
| 2024 | 0.00% | 1.57% |
| 2023 | 0.00% | 1.91% |
| 2022 | 0.00% | 1.83% |
| 2021 | 0.00% | 0.29% |
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