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WTMU vs TAFM

Wisdomtree Core Laddered Municipal Fund vs AB Tax-Aware Intermediate Municipal ETF

WTMU

Wisdomtree Core Laddered Municipal Fund

Annual cost

0.25%

Fund size

$11M

TAFM

AB Tax-Aware Intermediate Municipal ETF

Annual cost

0.28%

Fund size

$612M

Key differences

Both WTMU and TAFM are fixed income ETFs. WTMU charges 0.25% a year and TAFM 0.28%. The main difference: WTMU follows a index tracking strategy; TAFM uses active selection.

  • WTMU follows a index tracking strategy; TAFM uses active selection.
  • TAFM is much larger than WTMU. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

WTMUTAFM
Annual cost (TER)0.25%0.28%
Fund size (AUM)$11M$612M
Since20252023
Dividend yield2.99%3.67%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.3%+7.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.22%3.13%
Max drawdown-4.24%-4.74%

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

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