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WTMF vs TYA

WisdomTree Managed Futures Strategy Fund vs Simplify Intermediate Term Treasury Futures Strategy ETF

WTMF

WisdomTree Managed Futures Strategy Fund

Annual cost

0.66%

Fund size

$235M

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$72M

Key differences

WTMF is an alternative ETF, while TYA is a fixed income ETF. WTMF charges 0.66% a year and TYA 0.25%.

  • WTMF is an alternative fund, while TYA is a fixed income fund. They carry different risk/return profiles.
  • WTMF follows a managed futures strategy; TYA uses active selection.
  • TYA costs 0.41% less per year.
  • WTMF is much larger than TYA. 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

WTMFTYA
Annual cost (TER)0.66%0.25%
Fund size (AUM)$235M$72M
Since20112021
Dividend yield2.80%3.83%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymanaged futuresactive selection
CAGR 1Y+20.2%+1.5%
CAGR 3Y+9.7%-1.7%
CAGR 5Y+6.1%N/A
Sharpe 3Y0.69-0.22
Volatility 1Y8.93%12.64%
Max drawdown-15.62%-51.15%

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

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