IWDL vs WTMY
Comparison between UBS AG London Branch (IWDL, ETF) and WISDOMTREE HIGH INCOME LADDERED MUNICIPAL FUND (WTMY, ETF).
IWDL vs WTMY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWDL
$6M
Winner
WTMY
$6.10M
Expense Ratio
IWDL
N/A
WTMY
0.35%
Max Drawdown
IWDL
37.95%
Winner
WTMY
3.67%
Sharpe Ratio
Winner
IWDL
1.83
WTMY
0.60
5Y Beta
IWDL
1.51
Winner
WTMY
-0.00
IWDL vs WTMY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWDL
+5.66%
WTMY
+0.20%
3M
Winner
IWDL
+25.59%
WTMY
+0.32%
6M
Winner
IWDL
+28.17%
WTMY
+1.05%
1Y
Winner
IWDL
+53.93%
WTMY
+5.16%
5Y(CAGR)
IWDL
+13.77%
WTMY
N/A
Max(CAGR)
Winner
IWDL
+18.14%
WTMY
+3.78%
IWDL vs WTMY - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IWDL | WTMY |
|---|---|---|
| 2026 | +32.93% | +0.79% |
| 2025 | +25.53% | +3.68% |
| 2024 | +20.00% | N/A |
| 2023 | +13.54% | N/A |
| 2022 | -21.61% | N/A |
| 2021 | +40.35% | N/A |
IWDL vs WTMY Drawdown Comparison
The maximum drawdown for IWDL was -37.95%, occurring on Sep 30, 2022. Recovery took 554 trading sessions.
The maximum drawdown for WTMY was -3.67%, occurring on Apr 11, 2025. Recovery took 105 trading sessions.
The current WTMY drawdown is -1.27%.
| Rank | IWDL | WTMY |
|---|---|---|
| #1 | -37.95% Jan 12, 2022 - Mar 28, 2024 | -3.67% Apr 4, 2025 - Sep 5, 2025 |
| #2 | -31.78% Nov 29, 2024 - Sep 11, 2025 | -2.71% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -13.53% Mar 2, 2026 - Apr 17, 2026 | -0.57% Sep 17, 2025 - Oct 16, 2025 |
| #4 | -11.09% Nov 8, 2021 - Dec 27, 2021 | -0.29% Jan 16, 2026 - Jan 28, 2026 |
| #5 | -10.69% Mar 28, 2024 - Jul 16, 2024 | -0.25% Nov 11, 2025 - Dec 31, 2025 |
| #6 | -9.93% Jul 31, 2024 - Aug 21, 2024 | -0.22% Oct 24, 2025 - Nov 11, 2025 |
| #7 | -9.18% Jun 4, 2021 - Aug 11, 2021 | -0.06% Oct 16, 2025 - Oct 20, 2025 |
| #8 | -8.54% Sep 2, 2021 - Oct 19, 2021 | -0.04% Feb 10, 2026 - Feb 12, 2026 |
| #9 | -7.72% Nov 12, 2025 - Nov 26, 2025 | N/A |
| #10 | -6.59% Oct 18, 2024 - Nov 6, 2024 | N/A |
| #11 | -6.46% May 7, 2021 - Jun 4, 2021 | N/A |
| #12 | -5.90% Aug 30, 2024 - Sep 19, 2024 | N/A |
| #13 | -5.68% Oct 6, 2025 - Oct 24, 2025 | N/A |
| #14 | -5.47% Feb 24, 2021 - Mar 8, 2021 | N/A |
| #15 | -5.14% Dec 24, 2025 - Jan 5, 2026 | N/A |
Correlation
Correlation between IWDL and WTMY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
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