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IALT vs WTMF

iShares Systematic Alternatives Active ETF vs WisdomTree Managed Futures Strategy Fund

IALT

iShares Systematic Alternatives Active ETF

iShares

Annual cost

0.99%

Fund size

$210M

WTMF

WisdomTree Managed Futures Strategy Fund

WisdomTree

Annual cost

0.66%

Fund size

$224M

Key differences

  • WTMF costs 0.33% less per year.
  • IALT covers global markets; WTMF covers north america.
  • IALT follows a systematic alpha strategy; WTMF uses managed futures.
  • WTMF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IALTWTMF
Annual cost (TER)0.99%0.66%
Fund size (AUM)$210M$224M
Since20252011
Dividend yield2.85%
Asset classalternativealternative
Regionglobalnorth america
Strategysystematic alphamanaged futures
CAGR 1YN/A+22.8%
CAGR 3YN/A+10.0%
CAGR 5YN/A+6.2%
Sharpe 3YN/A0.74
Volatility 1Y8.64%
Max drawdown-1.47%-15.99%

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

Similar to IALT and WTMF