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MSMR vs WTMF
McElhenny Sheffield Managed Risk ETF vs WisdomTree Managed Futures Strategy Fund
Key differences
- WTMF costs 0.40% less per year.
- MSMR is classified as equity, while WTMF is alternative — different risk/return profiles.
- MSMR follows a active selection strategy; WTMF uses managed futures.
- Over the last 3 years, MSMR has delivered higher annualized returns.
- WTMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSMR | WTMF | |
|---|---|---|
| Annual cost (TER) | 1.06% | 0.66% |
| Fund size (AUM) | $166M | $224M |
| Since | 2021 | 2011 |
| Dividend yield | 1.88% | 2.85% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | managed futures |
| CAGR 1Y | +25.9% | +22.8% |
| CAGR 3Y | +20.5% | +10.0% |
| CAGR 5Y | N/A | +6.2% |
| Sharpe 3Y | 1.40 | 0.74 |
| Volatility 1Y | 12.03% | 8.64% |
| Max drawdown | -14.86% | -15.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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