Screener
WTMF vs TUA
WisdomTree Managed Futures Strategy Fund vs Simplify Short Term Treasury Futures Strategy ETF
Key differences
WTMF is an alternative ETF, while TUA is a fixed income ETF. WTMF charges 0.66% a year and TUA 0.25%.
- WTMF is an alternative fund, while TUA is a fixed income fund. They carry different risk/return profiles.
- WTMF follows a managed futures strategy; TUA uses active selection.
- TUA costs 0.41% less per year.
- TUA is much larger than WTMF. Larger funds are usually more liquid and less likely to close.
- Over the last three years, WTMF has delivered higher annualized returns.
- WTMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTMF | TUA | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.25% |
| Fund size (AUM) | $235M | $757M |
| Since | 2011 | 2022 |
| Dividend yield | 2.80% | 3.53% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | managed futures | active selection |
| CAGR 1Y | +20.2% | -1.9% |
| CAGR 3Y | +9.7% | -0.5% |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.69 | -0.40 |
| Volatility 1Y | 8.93% | 6.84% |
| Max drawdown | -15.62% | -15.85% |
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