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WTLS vs WTMF

Wisdomtree Efficient Long/Short US Equity Fund vs WisdomTree Managed Futures Strategy Fund

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

Annual cost

0.88%

Fund size

$12M

WTMF

WisdomTree Managed Futures Strategy Fund

Annual cost

0.66%

Fund size

$235M

Key differences

Both WTLS and WTMF are alternative ETFs. WTLS charges 0.88% a year and WTMF 0.66%. The main difference: WTLS follows a long short strategy; WTMF uses managed futures.

  • WTLS follows a long short strategy; WTMF uses managed futures.
  • WTMF costs 0.22% less per year.
  • WTMF is much larger than WTLS. Larger funds are usually more liquid and less likely to close.
  • WTMF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTLSWTMF
Annual cost (TER)0.88%0.66%
Fund size (AUM)$12M$235M
Since20262011
Dividend yield2.80%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortmanaged futures
CAGR 1YN/A+20.2%
CAGR 3YN/A+9.7%
CAGR 5YN/A+6.1%
Sharpe 3YN/A0.69
Volatility 1Y8.93%
Max drawdown-8.95%-15.62%

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

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