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TAXF vs WTMU

American Century Diversified Municipal Bond ETF vs Wisdomtree Core Laddered Municipal Fund

TAXF

American Century Diversified Municipal Bond ETF

Annual cost

0.27%

Fund size

$659M

WTMU

Wisdomtree Core Laddered Municipal Fund

Annual cost

0.25%

Fund size

$11M

Key differences

Both TAXF and WTMU are fixed income ETFs. TAXF charges 0.27% a year and WTMU 0.25%. The main difference: TAXF follows a active selection strategy; WTMU uses index tracking.

  • TAXF follows a active selection strategy; WTMU uses index tracking.
  • TAXF is much larger than WTMU. Larger funds are usually more liquid and less likely to close.
  • TAXF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TAXFWTMU
Annual cost (TER)0.27%0.25%
Fund size (AUM)$659M$11M
Since20182025
Dividend yield3.77%2.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.9%+5.3%
CAGR 3Y+4.1%N/A
CAGR 5Y+1.1%N/A
Sharpe 3Y0.14N/A
Volatility 1Y3.01%2.22%
Max drawdown-13.94%-4.24%

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

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