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TAFM vs WTMU

AB Tax-Aware Intermediate Municipal ETF vs Wisdomtree Core Laddered Municipal Fund

TAFM

AB Tax-Aware Intermediate Municipal ETF

Annual cost

0.28%

Fund size

$612M

WTMU

Wisdomtree Core Laddered Municipal Fund

Annual cost

0.25%

Fund size

$11M

Key differences

Both TAFM and WTMU are fixed income ETFs. TAFM charges 0.28% a year and WTMU 0.25%. The main difference: TAFM follows a active selection strategy; WTMU uses index tracking.

  • TAFM follows a active selection strategy; WTMU uses index tracking.
  • TAFM is much larger than WTMU. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TAFMWTMU
Annual cost (TER)0.28%0.25%
Fund size (AUM)$612M$11M
Since20232025
Dividend yield3.67%2.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.4%+5.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.13%2.22%
Max drawdown-4.74%-4.24%

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

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