Screener
WTMF vs MDIV
WisdomTree Managed Futures Strategy Fund vs Multi-Asset Diversified Income Index Fund
Key differences
WTMF is an alternative ETF, while MDIV is a mixed asset ETF. WTMF charges 0.66% a year and MDIV 0.71%.
- WTMF is an alternative fund, while MDIV is a mixed asset fund. They carry different risk/return profiles.
- WTMF follows a managed futures strategy; MDIV uses index tracking.
- Over the last three years, MDIV has delivered higher annualized returns.
Side-by-side comparison
| WTMF | MDIV | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.71% |
| Fund size (AUM) | $235M | $411M |
| Since | 2011 | 2012 |
| Dividend yield | 2.80% | 6.38% |
| Asset class | alternative | mixed asset |
| Region | north america | north america |
| Strategy | managed futures | index tracking |
| CAGR 1Y | +20.2% | +12.3% |
| CAGR 3Y | +9.7% | +11.4% |
| CAGR 5Y | +6.1% | +5.9% |
| Sharpe 3Y | 0.69 | 0.85 |
| Volatility 1Y | 8.93% | 6.71% |
| Max drawdown | -15.62% | -48.50% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.