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WIMA vs TRSY

Comparison between WISDOMTREE INTERNATIONAL ADAPTIVE MOVING AVERAGE FUND (WIMA, ETF) and XTRACKERS US 0-1 YEAR TREASURY ETF (TRSY, ETF).

WIMA vs TRSY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WIMA
$68M
Winner
TRSY
$68M
Expense Ratio
WIMA
0.42%
Winner
TRSY
0.06%
Max Drawdown
WIMA
4.81%
Winner
TRSY
1.15%
Sharpe Ratio
Winner
WIMA
1.22
TRSY
0.11
5Y Beta
WIMA
1.11
Winner
TRSY
-0.00

WIMA vs TRSY - Historical Returns

Returns include dividend reinvestment.

1M
WIMA
+0.25%
Winner
TRSY
+0.28%
3M
Winner
WIMA
+4.70%
TRSY
+0.87%
6M
WIMA
N/A
TRSY
+1.71%
1Y
WIMA
N/A
TRSY
+3.86%
Max(CAGR)
Winner
WIMA
+28.45%
TRSY
+4.06%

WIMA vs TRSY - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearWIMATRSY
2026+9.39%+1.93%
2025N/A+4.23%
2024N/A+1.07%

WIMA vs TRSY Drawdown Comparison

The maximum drawdown for WIMA was -4.81%, occurring on Mar 20, 2026. Recovery took 11 trading sessions.

The maximum drawdown for TRSY was -0.82%, occurring on Apr 29, 2025. Recovery took 52 trading sessions.

The current WIMA drawdown is -0.95%. The current TRSY drawdown is -0.02%.

RankWIMATRSY
#1-4.81%
Mar 17, 2026 - Apr 1, 2026
-0.82%
Apr 28, 2025 - Jul 14, 2025
#2-4.11%
Apr 17, 2026 - May 6, 2026
-0.32%
Apr 1, 2025 - Apr 28, 2025
#3-3.33%
Jun 2, 2026 - Jun 15, 2026
-0.07%
Jan 31, 2025 - Feb 10, 2025
#4-2.75%
May 6, 2026 - May 26, 2026
-0.07%
Sep 23, 2025 - Oct 1, 2025
#5-2.26%
Jul 6, 2026 - Jul 20, 2026
-0.05%
Jun 17, 2026 - Jun 26, 2026
#6-2.11%
Jun 16, 2026 - Jul 2, 2026
-0.03%
Oct 31, 2025 - Nov 4, 2025
#7-0.60%
Apr 1, 2026 - Apr 8, 2026
-0.03%
Sep 2, 2025 - Sep 4, 2025
#8-0.56%
Apr 14, 2026 - Apr 17, 2026
-0.03%
Mar 14, 2025 - Mar 21, 2025
#9-0.47%
May 26, 2026 - Jun 2, 2026
-0.03%
Jul 14, 2025 - Jul 21, 2025
#10-0.33%
Apr 8, 2026 - Apr 13, 2026
-0.03%
Sep 9, 2025 - Sep 12, 2025
#11-0.30%
Mar 12, 2026 - Mar 16, 2026
-0.03%
Aug 13, 2025 - Aug 19, 2025
#12N/A-0.03%
Jul 6, 2026 - Jul 10, 2026
#13N/A-0.03%
Dec 16, 2025 - Dec 19, 2025
#14N/A-0.03%
Apr 14, 2026 - Apr 17, 2026
#15N/A-0.03%
Jul 29, 2025 - Aug 1, 2025

Correlation

Correlation between WIMA and TRSY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2024 - 2026)

WIMA vs TRSY dividend yield comparison.

YearWIMATRSY
20260.99%1.61%
20250.00%4.00%
20240.00%0.96%

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