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WTMF vs FMF

WisdomTree Managed Futures Strategy Fund vs First Trust Managed Futures Strategy Fund

WTMF

WisdomTree Managed Futures Strategy Fund

WisdomTree

Annual cost

0.66%

Fund size

$224M

FMF

First Trust Managed Futures Strategy Fund

First Trust

Annual cost

0.98%

Fund size

$266M

Key differences

  • WTMF costs 0.32% less per year.
  • Over the last 3 years, WTMF has delivered higher annualized returns.

Side-by-side comparison

WTMFFMF
Annual cost (TER)0.66%0.98%
Fund size (AUM)$224M$266M
Since20112013
Dividend yield2.85%5.00%
Asset classalternativealternative
Regionnorth america
Strategymanaged futuresmanaged futures
CAGR 1Y+22.8%+21.0%
CAGR 3Y+10.0%+6.9%
CAGR 5Y+6.2%+4.6%
Sharpe 3Y0.740.41
Volatility 1Y8.64%9.65%
Max drawdown-15.99%-16.89%

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

Similar to WTMF and FMF