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GTR vs XRMI

WisdomTree Target Range Fund vs Global X S&P 500 Risk Managed Income ETF

GTR

WisdomTree Target Range Fund

Annual cost

0.70%

Fund size

$69M

XRMI

Global X S&P 500 Risk Managed Income ETF

Annual cost

0.60%

Fund size

$50M

Key differences

Both GTR and XRMI are alternative ETFs. GTR charges 0.70% a year and XRMI 0.60%. The main difference: XRMI costs 0.10% less per year.

  • XRMI costs 0.10% less per year.
  • Over the last three years, GTR has delivered higher annualized returns.

Side-by-side comparison

GTRXRMI
Annual cost (TER)0.70%0.60%
Fund size (AUM)$69M$50M
Since20212021
Dividend yield5.30%12.62%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+18.2%+9.2%
CAGR 3Y+12.3%+6.6%
CAGR 5YN/AN/A
Sharpe 3Y0.820.49
Volatility 1Y9.70%5.53%
Max drawdown-21.44%-15.36%

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

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