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WTMF vs HYIN

WisdomTree Managed Futures Strategy Fund vs WisdomTree Private Credit & Alternative Income Fund

WTMF

WisdomTree Managed Futures Strategy Fund

Annual cost

0.66%

Fund size

$235M

HYIN

WisdomTree Private Credit & Alternative Income Fund

Annual cost

4.34%

Fund size

$52M

Key differences

WTMF is an alternative ETF, while HYIN is a fixed income ETF. WTMF charges 0.66% a year and HYIN 4.34%.

  • WTMF is an alternative fund, while HYIN is a fixed income fund. They carry different risk/return profiles.
  • WTMF follows a managed futures strategy; HYIN uses index tracking.
  • WTMF costs 3.68% less per year.
  • WTMF is much larger than HYIN. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, WTMF has delivered higher annualized returns.
  • WTMF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTMFHYIN
Annual cost (TER)0.66%4.34%
Fund size (AUM)$235M$52M
Since20112021
Dividend yield2.80%13.20%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymanaged futuresindex tracking
CAGR 1Y+20.2%-6.5%
CAGR 3Y+9.7%+4.3%
CAGR 5Y+6.1%-0.8%
Sharpe 3Y0.690.12
Volatility 1Y8.93%12.85%
Max drawdown-15.62%-31.10%

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

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