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BITC vs WTMF

Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF vs WisdomTree Managed Futures Strategy Fund

BITC

Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF

Annual cost

0.88%

Fund size

$16M

WTMF

WisdomTree Managed Futures Strategy Fund

Annual cost

0.66%

Fund size

$235M

Key differences

BITC is a fixed income ETF, while WTMF is an alternative ETF. BITC charges 0.88% a year and WTMF 0.66%.

  • BITC is a fixed income fund, while WTMF is an alternative fund. They carry different risk/return profiles.
  • BITC follows a systematic alpha strategy; WTMF uses managed futures.
  • BITC covers global markets; WTMF covers North America.
  • WTMF costs 0.22% less per year.
  • WTMF is much larger than BITC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, BITC has delivered higher annualized returns.
  • WTMF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BITCWTMF
Annual cost (TER)0.88%0.66%
Fund size (AUM)$16M$235M
Since20232011
Dividend yield3.14%2.80%
Asset classfixed incomealternative
Regionglobalnorth america
Strategysystematic alphamanaged futures
CAGR 1Y-15.1%+20.1%
CAGR 3Y+36.7%+9.4%
CAGR 5YN/A+5.9%
Sharpe 3Y0.860.66
Volatility 1Y25.54%8.84%
Max drawdown-31.89%-15.87%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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