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WTMF vs BITC

WisdomTree Managed Futures Strategy Fund vs Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF

WTMF

WisdomTree Managed Futures Strategy Fund

Annual cost

0.66%

Fund size

$235M

BITC

Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF

Annual cost

0.88%

Fund size

$16M

Key differences

WTMF is an alternative ETF, while BITC is a fixed income ETF. WTMF charges 0.66% a year and BITC 0.88%.

  • WTMF is an alternative fund, while BITC is a fixed income fund. They carry different risk/return profiles.
  • WTMF follows a managed futures strategy; BITC uses systematic alpha.
  • WTMF covers North America; BITC covers global markets.
  • WTMF costs 0.22% less per year.
  • WTMF is much larger than BITC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, BITC has delivered higher annualized returns.
  • WTMF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTMFBITC
Annual cost (TER)0.66%0.88%
Fund size (AUM)$235M$16M
Since20112023
Dividend yield2.80%3.14%
Asset classalternativefixed income
Regionnorth americaglobal
Strategymanaged futuressystematic alpha
CAGR 1Y+20.1%-15.1%
CAGR 3Y+9.4%+36.7%
CAGR 5Y+5.9%N/A
Sharpe 3Y0.660.86
Volatility 1Y8.84%25.54%
Max drawdown-15.87%-31.89%

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

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