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Screener

WTMY vs QHY

Wisdomtree High Income Laddered Municipal Fund vs WisdomTree U.S. High Yield Corporate Bond Fund

WTMY

Wisdomtree High Income Laddered Municipal Fund

Annual cost

0.35%

Fund size

$6M

QHY

WisdomTree U.S. High Yield Corporate Bond Fund

Annual cost

0.38%

Fund size

$239M

Key differences

Both WTMY and QHY are fixed income ETFs. WTMY charges 0.35% a year and QHY 0.38%. The main difference: WTMY follows a active selection strategy; QHY uses index tracking.

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

Side-by-side comparison

WTMYQHY
Annual cost (TER)0.35%0.38%
Fund size (AUM)$6M$239M
Since20252016
Dividend yield3.43%6.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.7%+6.9%
CAGR 3YN/A+8.2%
CAGR 5YN/A+3.2%
Sharpe 3YN/A0.82
Volatility 1Y2.51%3.65%
Max drawdown-3.67%-22.74%

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

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