Skip to content
Beacon
Screener

FMF vs WTMF

First Trust Managed Futures Strategy Fund vs WisdomTree Managed Futures Strategy Fund

FMF

First Trust Managed Futures Strategy Fund

First Trust

Annual cost

0.98%

Fund size

$266M

WTMF

WisdomTree Managed Futures Strategy Fund

WisdomTree

Annual cost

0.66%

Fund size

$224M

Key differences

  • WTMF costs 0.32% less per year.
  • Over the last 3 years, WTMF has delivered higher annualized returns.

Side-by-side comparison

FMFWTMF
Annual cost (TER)0.98%0.66%
Fund size (AUM)$266M$224M
Since20132011
Dividend yield5.00%2.85%
Asset classalternativealternative
Regionnorth america
Strategymanaged futuresmanaged futures
CAGR 1Y+21.0%+22.8%
CAGR 3Y+6.9%+10.0%
CAGR 5Y+4.6%+6.2%
Sharpe 3Y0.410.74
Volatility 1Y9.65%8.64%
Max drawdown-16.89%-15.99%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FMF and WTMF