Screener
GTR vs WTMF
WisdomTree Target Range Fund vs WisdomTree Managed Futures Strategy Fund
Key differences
Both GTR and WTMF are alternative ETFs. GTR charges 0.70% a year and WTMF 0.66%. The main difference: GTR follows a option income strategy; WTMF uses managed futures.
- GTR follows a option income strategy; WTMF uses managed futures.
- WTMF is much larger than GTR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, GTR has delivered higher annualized returns.
- WTMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GTR | WTMF | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.66% |
| Fund size (AUM) | $69M | $235M |
| Since | 2021 | 2011 |
| Dividend yield | 5.30% | 2.80% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | managed futures |
| CAGR 1Y | +18.2% | +20.2% |
| CAGR 3Y | +12.3% | +9.7% |
| CAGR 5Y | N/A | +6.1% |
| Sharpe 3Y | 0.82 | 0.69 |
| Volatility 1Y | 9.70% | 8.93% |
| Max drawdown | -21.44% | -15.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.