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DMX vs WTMU

DoubleLine Multi-Sector Income ETF vs Wisdomtree Core Laddered Municipal Fund

DMX

DoubleLine Multi-Sector Income ETF

Annual cost

0.50%

Fund size

$90M

WTMU

Wisdomtree Core Laddered Municipal Fund

Annual cost

0.25%

Fund size

$11M

Key differences

Both DMX and WTMU are fixed income ETFs. DMX charges 0.50% a year and WTMU 0.25%. The main difference: DMX follows a active selection strategy; WTMU uses index tracking.

  • DMX follows a active selection strategy; WTMU uses index tracking.
  • WTMU costs 0.25% less per year.
  • DMX is much larger than WTMU. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DMXWTMU
Annual cost (TER)0.50%0.25%
Fund size (AUM)$90M$11M
Since20242025
Dividend yield5.90%2.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.5%+5.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.32%2.22%
Max drawdown-2.65%-4.24%

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

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