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WTMF vs AETH

WisdomTree Managed Futures Strategy Fund vs Bitwise Trendwise Ethereum & Treasuries Rotation Strategy ETF

WTMF

WisdomTree Managed Futures Strategy Fund

Annual cost

0.66%

Fund size

$235M

AETH

Bitwise Trendwise Ethereum & Treasuries Rotation Strategy ETF

Annual cost

0.89%

Fund size

$5M

Key differences

WTMF is an alternative ETF, while AETH is a fixed income ETF. WTMF charges 0.66% a year and AETH 0.89%.

  • WTMF is an alternative fund, while AETH is a fixed income fund. They carry different risk/return profiles.
  • WTMF follows a managed futures strategy; AETH uses tactical allocation.
  • WTMF costs 0.23% less per year.
  • WTMF is much larger than AETH. 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

WTMFAETH
Annual cost (TER)0.66%0.89%
Fund size (AUM)$235M$5M
Since20112023
Dividend yield2.80%2.67%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymanaged futurestactical allocation
CAGR 1Y+20.1%-12.8%
CAGR 3Y+9.4%N/A
CAGR 5Y+5.9%N/A
Sharpe 3Y0.66N/A
Volatility 1Y8.84%44.72%
Max drawdown-15.87%-47.78%

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

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