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Screener

WTMU vs CGMU

Wisdomtree Core Laddered Municipal Fund vs Capital Group Municipal Income ETF

WTMU

Wisdomtree Core Laddered Municipal Fund

Annual cost

0.25%

Fund size

$11M

CGMU

Capital Group Municipal Income ETF

Annual cost

0.27%

Fund size

$6.1B

Key differences

Both WTMU and CGMU are fixed income ETFs. WTMU charges 0.25% a year and CGMU 0.27%. The main difference: CGMU is much larger than WTMU. Larger funds are usually more liquid and less likely to close.

  • CGMU is much larger than WTMU. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

WTMUCGMU
Annual cost (TER)0.25%0.27%
Fund size (AUM)$11M$6.1B
Since20252022
Dividend yield2.99%3.34%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.3%+6.4%
CAGR 3YN/A+4.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.30
Volatility 1Y2.22%2.28%
Max drawdown-4.24%-4.10%

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

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