Screener
WTMF vs SPBC
WisdomTree Managed Futures Strategy Fund vs Simplify US Equity PLUS Bitcoin Strategy ETF
Key differences
Both WTMF and SPBC are alternative ETFs. WTMF charges 0.66% a year and SPBC 0.54%. The main difference: WTMF follows a managed futures strategy; SPBC uses multi strategy.
- WTMF follows a managed futures strategy; SPBC uses multi strategy.
- SPBC costs 0.12% less per year.
- WTMF is much larger than SPBC. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPBC has delivered higher annualized returns.
- WTMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTMF | SPBC | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.54% |
| Fund size (AUM) | $235M | $45M |
| Since | 2011 | 2021 |
| Dividend yield | 2.80% | 0.82% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | managed futures | multi strategy |
| CAGR 1Y | +20.2% | +17.8% |
| CAGR 3Y | +9.7% | +27.7% |
| CAGR 5Y | +6.1% | +15.7% |
| Sharpe 3Y | 0.69 | 1.27 |
| Volatility 1Y | 8.93% | 14.86% |
| Max drawdown | -15.62% | -33.81% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.