Screener
WTMY vs EPS
Wisdomtree High Income Laddered Municipal Fund vs WisdomTree U.S. LargeCap Fund
Key differences
WTMY is a fixed income ETF, while EPS is an equity ETF. WTMY charges 0.35% a year and EPS 0.08%.
- WTMY is a fixed income fund, while EPS is an equity fund. They carry different risk/return profiles.
- WTMY follows a active selection strategy; EPS uses index tracking.
- EPS costs 0.27% less per year.
- EPS is much larger than WTMY. Larger funds are usually more liquid and less likely to close.
- EPS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTMY | EPS | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.08% |
| Fund size (AUM) | $6M | $1.6B |
| Since | 2025 | 2007 |
| Dividend yield | 3.43% | 1.14% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.3% | +25.8% |
| CAGR 3Y | N/A | +21.5% |
| CAGR 5Y | N/A | +12.8% |
| Sharpe 3Y | N/A | 1.20 |
| Volatility 1Y | 2.50% | 11.79% |
| Max drawdown | -3.67% | -35.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.