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WTMF vs RSSB

WisdomTree Managed Futures Strategy Fund vs Return Stacked Global Stocks & Bonds ETF

WTMF

WisdomTree Managed Futures Strategy Fund

Annual cost

0.66%

Fund size

$235M

RSSB

Return Stacked Global Stocks & Bonds ETF

Annual cost

0.39%

Fund size

$504M

Key differences

WTMF is an alternative ETF, while RSSB is a fixed income ETF. WTMF charges 0.66% a year and RSSB 0.39%.

  • WTMF is an alternative fund, while RSSB is a fixed income fund. They carry different risk/return profiles.
  • WTMF follows a managed futures strategy; RSSB uses multi strategy.
  • RSSB costs 0.27% less per year.
  • WTMF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTMFRSSB
Annual cost (TER)0.66%0.39%
Fund size (AUM)$235M$504M
Since20112023
Dividend yield2.80%3.14%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymanaged futuresmulti strategy
CAGR 1Y+20.2%+25.2%
CAGR 3Y+9.7%N/A
CAGR 5Y+6.1%N/A
Sharpe 3Y0.69N/A
Volatility 1Y8.93%15.97%
Max drawdown-15.62%-16.09%

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

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