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WTMU vs DSCO

Wisdomtree Core Laddered Municipal Fund vs DoubleLine Securitized Credit ETF

WTMU

Wisdomtree Core Laddered Municipal Fund

Annual cost

0.25%

Fund size

$11M

DSCO

DoubleLine Securitized Credit ETF

Annual cost

0.50%

Fund size

$195M

Key differences

Both WTMU and DSCO are fixed income ETFs. WTMU charges 0.25% a year and DSCO 0.50%. The main difference: WTMU follows a index tracking strategy; DSCO uses active selection.

  • WTMU follows a index tracking strategy; DSCO uses active selection.
  • WTMU costs 0.25% less per year.
  • DSCO is much larger than WTMU. Larger funds are usually more liquid and less likely to close.
  • DSCO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTMUDSCO
Annual cost (TER)0.25%0.50%
Fund size (AUM)$11M$195M
Since20252019
Dividend yield2.99%5.54%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.22%
Max drawdown-4.24%-1.62%

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

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