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WTMY vs TAXF

Wisdomtree High Income Laddered Municipal Fund vs American Century Diversified Municipal Bond ETF

WTMY

Wisdomtree High Income Laddered Municipal Fund

Annual cost

0.35%

Fund size

$6M

TAXF

American Century Diversified Municipal Bond ETF

Annual cost

0.27%

Fund size

$659M

Key differences

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

  • TAXF costs 0.08% less per year.
  • TAXF is much larger than WTMY. Larger funds are usually more liquid and less likely to close.
  • TAXF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTMYTAXF
Annual cost (TER)0.35%0.27%
Fund size (AUM)$6M$659M
Since20252018
Dividend yield3.43%3.77%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.3%+7.9%
CAGR 3YN/A+4.1%
CAGR 5YN/A+1.1%
Sharpe 3YN/A0.14
Volatility 1Y2.50%3.01%
Max drawdown-3.67%-13.94%

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

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