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Screener

WTMY vs TAXE

Wisdomtree High Income Laddered Municipal Fund vs T. Rowe Price Intermediate Municipal Income ETF

WTMY

Wisdomtree High Income Laddered Municipal Fund

Annual cost

0.35%

Fund size

$6M

TAXE

T. Rowe Price Intermediate Municipal Income ETF

Annual cost

0.24%

Fund size

$163M

Key differences

Both WTMY and TAXE are fixed income ETFs. WTMY charges 0.35% a year and TAXE 0.24%. The main difference: TAXE costs 0.11% less per year.

  • TAXE costs 0.11% less per year.
  • TAXE is much larger than WTMY. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

WTMYTAXE
Annual cost (TER)0.35%0.24%
Fund size (AUM)$6M$163M
Since20252024
Dividend yield3.43%3.58%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.3%+7.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.50%2.23%
Max drawdown-3.67%-3.72%

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

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