Screener
WTMF vs MAXI
WisdomTree Managed Futures Strategy Fund vs Simplify Bitcoin Strategy ETF
Key differences
Both WTMF and MAXI are alternative ETFs. WTMF charges 0.66% a year and MAXI 1.31%. The main difference: WTMF follows a managed futures strategy; MAXI uses option income.
- WTMF follows a managed futures strategy; MAXI uses option income.
- WTMF costs 0.65% less per year.
- WTMF is much larger than MAXI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MAXI has delivered higher annualized returns.
- WTMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTMF | MAXI | |
|---|---|---|
| Annual cost (TER) | 0.66% | 1.31% |
| Fund size (AUM) | $235M | $31M |
| Since | 2011 | 2022 |
| Dividend yield | 2.80% | 57.40% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | managed futures | option income |
| CAGR 1Y | +20.2% | -62.1% |
| CAGR 3Y | +9.7% | +12.2% |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.69 | 0.45 |
| Volatility 1Y | 8.93% | 65.36% |
| Max drawdown | -15.62% | -68.11% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.