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WTLS vs DWM

Wisdomtree Efficient Long/Short US Equity Fund vs WisdomTree International Equity Fund

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

WisdomTree

Annual cost

0.88%

Fund size

$11M

DWM

WisdomTree International Equity Fund

WisdomTree

Annual cost

0.48%

Fund size

$663M

Key differences

  • DWM costs 0.40% less per year.
  • DWM is significantly larger than WTLS — larger funds tend to be more liquid and less likely to close.
  • WTLS is classified as alternative, while DWM is equity — different risk/return profiles.
  • WTLS covers north america markets; DWM covers global.
  • WTLS follows a long short strategy; DWM uses index tracking.
  • DWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTLSDWM
Annual cost (TER)0.88%0.48%
Fund size (AUM)$11M$663M
Since20262006
Dividend yield2.78%
Asset classalternativeequity
Regionnorth americaglobal
Strategylong shortindex tracking
CAGR 1YN/A+22.3%
CAGR 3YN/A+17.6%
CAGR 5YN/A+10.2%
Sharpe 3YN/A0.95
Volatility 1Y14.24%
Max drawdown-8.95%-37.82%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to WTLS and DWM