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WTMU vs QHY

Wisdomtree Core Laddered Municipal Fund vs WisdomTree U.S. High Yield Corporate Bond Fund

WTMU

Wisdomtree Core Laddered Municipal Fund

Annual cost

0.25%

Fund size

$11M

QHY

WisdomTree U.S. High Yield Corporate Bond Fund

Annual cost

0.38%

Fund size

$239M

Key differences

Both WTMU and QHY are fixed income ETFs. WTMU charges 0.25% a year and QHY 0.38%. The main difference: WTMU costs 0.13% less per year.

  • WTMU costs 0.13% less per year.
  • QHY is much larger than WTMU. Larger funds are usually more liquid and less likely to close.
  • QHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTMUQHY
Annual cost (TER)0.25%0.38%
Fund size (AUM)$11M$239M
Since20252016
Dividend yield2.99%6.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+6.9%
CAGR 3YN/A+8.2%
CAGR 5YN/A+3.2%
Sharpe 3YN/A0.82
Volatility 1Y2.22%3.65%
Max drawdown-4.24%-22.74%

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

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