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WTMU vs WTMY

Wisdomtree Core Laddered Municipal Fund vs Wisdomtree High Income Laddered Municipal Fund

WTMU

Wisdomtree Core Laddered Municipal Fund

Annual cost

0.25%

Fund size

$11M

WTMY

Wisdomtree High Income Laddered Municipal Fund

Annual cost

0.35%

Fund size

$6M

Key differences

Both WTMU and WTMY are fixed income ETFs. WTMU charges 0.25% a year and WTMY 0.35%. The main difference: WTMU follows a index tracking strategy; WTMY uses active selection.

  • WTMU follows a index tracking strategy; WTMY uses active selection.
  • WTMU costs 0.10% less per year.

Side-by-side comparison

WTMUWTMY
Annual cost (TER)0.25%0.35%
Fund size (AUM)$11M$6M
Since20252025
Dividend yield2.99%3.43%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.5%+5.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.22%2.51%
Max drawdown-4.24%-3.67%

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

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