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WTMF vs LALT

WisdomTree Managed Futures Strategy Fund vs First Trust Multi-Strategy Alternative ETF

WTMF

WisdomTree Managed Futures Strategy Fund

Annual cost

0.66%

Fund size

$235M

LALT

First Trust Multi-Strategy Alternative ETF

Annual cost

1.18%

Fund size

$65M

Key differences

Both WTMF and LALT are alternative ETFs. WTMF charges 0.66% a year and LALT 1.18%. The main difference: WTMF follows a managed futures strategy; LALT uses multi strategy.

  • WTMF follows a managed futures strategy; LALT uses multi strategy.
  • WTMF costs 0.52% less per year.
  • WTMF is much larger than LALT. 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

WTMFLALT
Annual cost (TER)0.66%1.18%
Fund size (AUM)$235M$65M
Since20112023
Dividend yield2.80%3.68%
Asset classalternativealternative
Regionnorth america
Strategymanaged futuresmulti strategy
CAGR 1Y+20.2%+19.2%
CAGR 3Y+9.7%+10.1%
CAGR 5Y+6.1%N/A
Sharpe 3Y0.691.04
Volatility 1Y8.93%7.01%
Max drawdown-15.62%-6.96%

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

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