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TAFM vs WTMY

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

TAFM

AB Tax-Aware Intermediate Municipal ETF

Annual cost

0.28%

Fund size

$612M

WTMY

Wisdomtree High Income Laddered Municipal Fund

Annual cost

0.35%

Fund size

$6M

Key differences

Both TAFM and WTMY are fixed income ETFs. TAFM charges 0.28% a year and WTMY 0.35%. The main difference: TAFM costs 0.07% less per year.

  • TAFM costs 0.07% less per year.
  • TAFM is much larger than WTMY. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TAFMWTMY
Annual cost (TER)0.28%0.35%
Fund size (AUM)$612M$6M
Since20232025
Dividend yield3.67%3.43%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+7.4%+5.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.13%2.50%
Max drawdown-4.74%-3.67%

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

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