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WTMY vs TAFI

Wisdomtree High Income Laddered Municipal Fund vs AB Tax-Aware Short Duration Municipal ETF

WTMY

Wisdomtree High Income Laddered Municipal Fund

Annual cost

0.35%

Fund size

$6M

TAFI

AB Tax-Aware Short Duration Municipal ETF

Annual cost

0.27%

Fund size

$1.3B

Key differences

Both WTMY and TAFI are fixed income ETFs. WTMY charges 0.35% a year and TAFI 0.27%. The main difference: TAFI costs 0.08% less per year.

  • TAFI costs 0.08% less per year.
  • TAFI is much larger than WTMY. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

WTMYTAFI
Annual cost (TER)0.35%0.27%
Fund size (AUM)$6M$1.3B
Since20252022
Dividend yield3.43%3.17%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.3%+3.8%
CAGR 3YN/A+3.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.04
Volatility 1Y2.50%1.46%
Max drawdown-3.67%-2.14%

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

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