WLDR vs TMFE
Comparison between AFFINITY WORLD LEADERS EQUITY ETF (WLDR, ETF) and MOTLEY FOOL CAPITAL EFFICIENCY 100 INDEX ETF (TMFE, ETF).
WLDR vs TMFE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WLDR
$85M
Winner
TMFE
$85M
Expense Ratio
WLDR
0.67%
Winner
TMFE
0.50%
Max Drawdown
WLDR
47.10%
Winner
TMFE
31.07%
Sharpe Ratio
Winner
WLDR
2.67
TMFE
0.24
5Y Beta
Winner
WLDR
0.87
TMFE
0.90
P/E Ratio
Winner
WLDR
18.47
TMFE
30.63
Forward P/E
Winner
WLDR
11.98
TMFE
24.38
PEG Ratio
WLDR
0.27
TMFE
N/A
5Y Dividends CAGR
WLDR
50.00%
TMFE
N/A
5Y EPS CAGR
WLDR
13.57%
Winner
TMFE
27.81%
Debt to Equity
Winner
WLDR
-311.41%
TMFE
28.84%
P/S Ratio
Winner
WLDR
1.21
TMFE
3.77
P/B Ratio
Winner
WLDR
2.36
TMFE
11.04
WLDR vs TMFE - Holdings Comparison
WLDR and TMFE have 7 common holdings. Overlap is 2.86%
WLDR's top 25 holdings weight is 57.01%. TMFE's top 25 holdings weight is 79.29%.
| Rank | WLDR | TMFE |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 7.69% | ALPHABET INC CLASS C (GOOG) - 6.05% |
| #2 | n/a (DELL) - 6.93% | NVIDIA CORP (NVDA) - 5.65% |
| #3 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 5.22% | AMAZON.COM INC (AMZN) - 5.54% |
| #4 | HP INC (HPQ) - 4.28% | APPLE INC (AAPL) - 5.22% |
| #5 | JABIL INC (JBL) - 3.53% | LAM RESEARCH CORP (LRCX) - 4.97% |
| #6 | VERIZON COMMUNICATIONS INC (VZ) - 2.50% | MICROSOFT CORP (MSFT) - 4.97% |
| #7 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.31% | VISA INC CLASS A (V) - 4.82% |
| #8 | AT&T INC (T) - 2.24% | COSTCO WHOLESALE CORP (COST) - 4.80% |
| #9 | TARGET CORP (TGT) - 2.18% | WALMART INC (WMT) - 4.76% |
| #10 | OMNICOM GROUP INC (OMC) - 2.16% | META PLATFORMS INC CLASS A (META) - 4.67% |
| #11 | DOLLAR GENERAL CORP (DG) - 1.97% | MASTERCARD INC CLASS A (MA) - 4.44% |
| #12 | EBAY INC (EBAY) - 1.61% | NETFLIX INC (NFLX) - 4.16% |
| #13 | SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 1.38% | TJX COMPANIES INC (TJX) - 2.41% |
| #14 | n/a (CTSH) - 1.34% | INTUITIVE SURGICAL INC (ISRG) - 1.87% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.33% | GILEAD SCIENCES INC (GILD) - 1.86% |
| #16 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.22% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.67% |
| #17 | CITIGROUP INC (C) - 1.19% | ADOBE INC (ADBE) - 1.51% |
| #18 | NVENT ELECTRIC PLC (NVT) - 1.10% | BOOKING HOLDINGS INC (BKNG) - 1.49% |
| #19 | STATE STREET CORP (STT) - 1.10% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.46% |
| #20 | MKS INC (MKSI) - 1.04% | HCA HEALTHCARE INC (HCA) - 1.45% |
| #21 | KEYCORP (KEY) - 0.96% | STARBUCKS CORP (SBUX) - 1.33% |
| #22 | PFIZER INC (PFE) - 0.95% | SERVICENOW INC (NOW) - 1.16% |
| #23 | CITIZENS FINANCIAL GROUP INC (CFG) - 0.94% | CINTAS CORP (CTAS) - 1.06% |
| #24 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.92% | FEDEX CORP (FDX) - 1.00% |
| #25 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.92% | FORTINET INC (FTNT) - 0.97% |
| Total Holdings | 117 | 102 |
WLDR vs TMFE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WLDR
+11.85%
TMFE
+0.68%
3M
Winner
WLDR
+23.91%
TMFE
+5.98%
6M
Winner
WLDR
+32.83%
TMFE
+2.50%
1Y
Winner
WLDR
+60.04%
TMFE
+8.36%
5Y(CAGR)
Winner
WLDR
+18.93%
TMFE
+9.84%
10Y(CAGR)
WLDR
+12.78%
TMFE
N/A
Max(CAGR)
Winner
WLDR
+12.78%
TMFE
+9.84%
WLDR vs TMFE - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | WLDR | TMFE |
|---|---|---|
| 2026 | +31.27% | +2.83% |
| 2025 | +31.30% | +11.52% |
| 2024 | +23.05% | +29.46% |
| 2023 | +18.92% | +40.96% |
| 2022 | -10.58% | -25.81% |
| 2021 | +27.00% | +0.00% |
| 2020 | -2.46% | N/A |
| 2019 | +20.67% | N/A |
| 2018 | -20.27% | N/A |
WLDR vs TMFE Drawdown Comparison
The maximum drawdown for WLDR was -44.70%, occurring on Mar 23, 2020. Recovery took 658 trading sessions.
The maximum drawdown for TMFE was -31.07%, occurring on Oct 14, 2022. Recovery took 477 trading sessions.
The current TMFE drawdown is -1.21%.
| Rank | WLDR | TMFE |
|---|---|---|
| #1 | -44.70% Jul 27, 2018 - Mar 10, 2021 | -31.07% Dec 31, 2021 - Nov 24, 2023 |
| #2 | -23.78% Jan 12, 2022 - Jul 13, 2023 | -18.81% Feb 13, 2025 - Jul 3, 2025 |
| #3 | -20.30% Feb 19, 2025 - Jun 3, 2025 | -11.30% Oct 28, 2025 - May 18, 2026 |
| #4 | -12.01% Jan 26, 2018 - Jul 27, 2018 | -8.34% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -10.36% Jul 18, 2023 - Dec 12, 2023 | -6.84% Mar 22, 2024 - May 15, 2024 |
| #6 | -8.86% Feb 25, 2026 - Apr 14, 2026 | -6.42% Dec 6, 2024 - Feb 4, 2025 |
| #7 | -8.32% Jul 16, 2024 - Aug 23, 2024 | -4.27% Aug 30, 2024 - Sep 12, 2024 |
| #8 | -7.24% Oct 1, 2025 - Dec 8, 2025 | -4.06% Jun 1, 2026 - Jun 10, 2026 |
| #9 | -6.92% Dec 6, 2024 - Feb 14, 2025 | -2.91% Oct 14, 2024 - Nov 6, 2024 |
| #10 | -6.65% Nov 12, 2021 - Dec 27, 2021 | -2.88% Nov 13, 2024 - Nov 25, 2024 |
| #11 | -6.00% Oct 16, 2024 - Nov 25, 2024 | -2.81% Jul 3, 2025 - Aug 13, 2025 |
| #12 | -5.63% Jun 1, 2026 - Jun 15, 2026 | -2.80% Dec 28, 2023 - Jan 10, 2024 |
| #13 | -4.97% Apr 5, 2024 - May 15, 2024 | -2.71% Sep 22, 2025 - Oct 21, 2025 |
| #14 | -4.97% Jun 8, 2021 - Jul 29, 2021 | -2.17% Feb 9, 2024 - Feb 22, 2024 |
| #15 | -4.76% Aug 16, 2021 - Nov 8, 2021 | -1.85% May 21, 2024 - Jun 5, 2024 |
Correlation
Correlation between WLDR and TMFE is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2018 - 2026)
WLDR vs TMFE dividend yield comparison.
| Year | WLDR | TMFE |
|---|---|---|
| 2026 | 0.16% | 0.00% |
| 2025 | 9.01% | 0.32% |
| 2024 | 13.99% | 0.44% |
| 2023 | 2.28% | 0.45% |
| 2022 | 2.10% | 0.40% |
| 2021 | 7.55% | 0.00% |
| 2020 | 1.80% | 0.00% |
| 2019 | 2.48% | 0.00% |
| 2018 | 2.82% | 0.00% |
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