Screener
WTMU vs USFR
Wisdomtree Core Laddered Municipal Fund vs WisdomTree Floating Rate Treasury Fund
Key differences
Both WTMU and USFR are fixed income ETFs. WTMU charges 0.25% a year and USFR 0.15%. The main difference: USFR costs 0.10% less per year.
- USFR costs 0.10% less per year.
- USFR is much larger than WTMU. Larger funds are usually more liquid and less likely to close.
- USFR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTMU | USFR | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.15% |
| Fund size (AUM) | $11M | $17.0B |
| Since | 2025 | 2014 |
| Dividend yield | 2.99% | 3.91% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.5% | +4.1% |
| CAGR 3Y | N/A | +4.6% |
| CAGR 5Y | N/A | +3.6% |
| Sharpe 3Y | N/A | 2.44 |
| Volatility 1Y | 2.22% | 0.27% |
| Max drawdown | -4.24% | -0.78% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.