Screener
WTMY vs USFR
Wisdomtree High Income Laddered Municipal Fund vs WisdomTree Floating Rate Treasury Fund
Key differences
Both WTMY and USFR are fixed income ETFs. WTMY charges 0.35% a year and USFR 0.15%. The main difference: WTMY follows a active selection strategy; USFR uses index tracking.
- WTMY follows a active selection strategy; USFR uses index tracking.
- USFR costs 0.20% less per year.
- USFR is much larger than WTMY. Larger funds are usually more liquid and less likely to close.
- USFR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTMY | USFR | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.15% |
| Fund size (AUM) | $6M | $17.0B |
| Since | 2025 | 2014 |
| Dividend yield | 3.43% | 3.91% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.7% | +4.1% |
| CAGR 3Y | N/A | +4.6% |
| CAGR 5Y | N/A | +3.6% |
| Sharpe 3Y | N/A | 2.44 |
| Volatility 1Y | 2.51% | 0.27% |
| Max drawdown | -3.67% | -0.78% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.