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WTMF vs RSBY

WisdomTree Managed Futures Strategy Fund vs Return Stacked Bonds & Futures Yield ETF

WTMF

WisdomTree Managed Futures Strategy Fund

Annual cost

0.66%

Fund size

$235M

RSBY

Return Stacked Bonds & Futures Yield ETF

Annual cost

1.01%

Fund size

$70M

Key differences

WTMF is an alternative ETF, while RSBY is a fixed income ETF. WTMF charges 0.66% a year and RSBY 1.01%.

  • WTMF is an alternative fund, while RSBY is a fixed income fund. They carry different risk/return profiles.
  • WTMF follows a managed futures strategy; RSBY uses multi strategy.
  • WTMF costs 0.35% less per year.
  • WTMF is much larger than RSBY. 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

WTMFRSBY
Annual cost (TER)0.66%1.01%
Fund size (AUM)$235M$70M
Since20112024
Dividend yield2.80%1.76%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymanaged futuresmulti strategy
CAGR 1Y+20.2%+19.0%
CAGR 3Y+9.7%N/A
CAGR 5Y+6.1%N/A
Sharpe 3Y0.69N/A
Volatility 1Y8.93%11.66%
Max drawdown-15.62%-23.32%

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

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