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WTMU vs TAXF

Wisdomtree Core Laddered Municipal Fund vs American Century Diversified Municipal Bond ETF

WTMU

Wisdomtree Core Laddered Municipal Fund

Annual cost

0.25%

Fund size

$11M

TAXF

American Century Diversified Municipal Bond ETF

Annual cost

0.27%

Fund size

$659M

Key differences

Both WTMU and TAXF are fixed income ETFs. WTMU charges 0.25% a year and TAXF 0.27%. The main difference: WTMU follows a index tracking strategy; TAXF uses active selection.

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

Side-by-side comparison

WTMUTAXF
Annual cost (TER)0.25%0.27%
Fund size (AUM)$11M$659M
Since20252018
Dividend yield2.99%3.77%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.3%+7.9%
CAGR 3YN/A+4.1%
CAGR 5YN/A+1.1%
Sharpe 3YN/A0.14
Volatility 1Y2.22%3.01%
Max drawdown-4.24%-13.94%

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

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