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TAFI vs WTMY

AB Tax-Aware Short Duration Municipal ETF vs Wisdomtree High Income Laddered Municipal Fund

TAFI

AB Tax-Aware Short Duration Municipal ETF

Annual cost

0.27%

Fund size

$1.3B

WTMY

Wisdomtree High Income Laddered Municipal Fund

Annual cost

0.35%

Fund size

$6M

Key differences

Both TAFI and WTMY are fixed income ETFs. TAFI charges 0.27% a year and WTMY 0.35%. The main difference: TAFI costs 0.08% less per year.

  • TAFI costs 0.08% less per year.
  • TAFI is much larger than WTMY. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TAFIWTMY
Annual cost (TER)0.27%0.35%
Fund size (AUM)$1.3B$6M
Since20222025
Dividend yield3.17%3.43%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.8%+5.3%
CAGR 3Y+3.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.04N/A
Volatility 1Y1.46%2.50%
Max drawdown-2.14%-3.67%

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

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