MLPB vs WTMF

Comparison between UBS AG London Branch (MLPB, ETF) and WISDOMTREE MANAGED FUTURES STRATEGY FUND (WTMF, ETF).

5-Year PerformanceMLPB has outperformed WTMF, delivering a return of +19.5% compared to +5.7%

MLPB vs WTMF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MLPB(ETF)	WTMF(ETF)
Net Assets	$225M	$224M
Expense Ratio	0.85%	0.66%
Max Drawdown	77.56%	40.86%
Sharpe Ratio	1.36	1.70
5Y Beta	0.50	0.28
5Y Dividends CAGR	8.09%	55.87%

Net Assets

Winner

MLPB

$225M

WTMF

$224M

Expense Ratio

MLPB

0.85%

Winner

WTMF

0.66%

Max Drawdown

MLPB

77.56%

Winner

WTMF

40.86%

Sharpe Ratio

MLPB

1.36

Winner

WTMF

1.70

5Y Beta

MLPB

0.50

Winner

WTMF

0.28

5Y Dividends CAGR

MLPB

8.09%

Winner

WTMF

55.87%

MLPB vs WTMF - Historical Returns

Returns include dividend reinvestment.

Period	MLPB	WTMF
1 month	-0.23%	-0.88%
3 months	+2.67%	+2.30%
6 months	+17.63%	+6.50%
1 year	+22.48%	+19.44%
5 years(CAGR)	+19.48%	+5.73%
10 years(CAGR)	+10.19%	+3.06%
Max(CAGR)	+7.05%	+1.00%

Winner

MLPB

-0.23%

WTMF

-0.88%

Winner

MLPB

+2.67%

WTMF

+2.30%

Winner

MLPB

+17.63%

WTMF

+6.50%

Winner

MLPB

+22.48%

WTMF

+19.44%

5Y(CAGR)

Winner

MLPB

+19.48%

WTMF

+5.73%

10Y(CAGR)

Winner

MLPB

+10.19%

WTMF

+3.06%

Max(CAGR)

Winner

MLPB

+7.05%

WTMF

+1.00%

MLPB vs WTMF - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	MLPB	WTMF
2026	+19.27%	+5.86%
2025	+5.86%	+12.00%
2024	+25.03%	+3.25%
2023	+23.50%	+16.16%
2022	+26.61%	-5.84%
2021	+39.56%	+9.42%
2020	-31.72%	+0.34%
2019	+4.14%	-3.05%
2018	-8.88%	+0.42%
2017	-9.78%	-2.34%
2016	+30.94%	-1.33%
2015	-26.61%	-4.15%
2014	N/A	+5.80%
2013	N/A	+2.34%
2012	N/A	-10.22%
2011	N/A	-8.52%

MLPB vs WTMF Drawdown Comparison

The maximum drawdown for MLPB was -71.98%, occurring on Mar 18, 2020. Recovery took 1433 trading sessions.

The maximum drawdown for WTMF was -30.78%, occurring on Jun 8, 2020. Recovery took 3620 trading sessions.

The current MLPB drawdown is -4.28%. The current WTMF drawdown is -2.07%.

Rank	MLPB	WTMF
#1	-71.98% Feb 9, 2017 - Oct 31, 2022	-30.78% Apr 29, 2011 - Sep 22, 2025
#2	-41.60% Oct 9, 2015 - Feb 9, 2017	-4.04% Jan 15, 2026 - Feb 25, 2026
#3	-16.49% Apr 2, 2025 - Jan 16, 2026	-3.66% Mar 4, 2011 - Apr 5, 2011
#4	-10.16% Feb 14, 2023 - Jun 7, 2023	-3.01% Mar 17, 2026 - Apr 13, 2026
#5	-9.62% Nov 29, 2024 - Jan 16, 2025	-2.07% May 14, 2026 - Jun 5, 2026
#6	-8.16% Jul 22, 2024 - Nov 6, 2024	-2.04% Nov 12, 2025 - Nov 28, 2025
#7	-7.34% Nov 30, 2022 - Jan 12, 2023	-1.98% Feb 9, 2011 - Feb 28, 2011
#8	-6.69% May 19, 2026 - May 29, 2026	-1.54% Jan 12, 2011 - Feb 1, 2011
#9	-6.61% Dec 1, 2023 - Jan 26, 2024	-1.47% Oct 8, 2025 - Oct 15, 2025
#10	-6.39% Apr 3, 2024 - Jun 24, 2024	-1.45% Oct 28, 2025 - Nov 12, 2025
#11	-5.64% Mar 26, 2026 - Apr 30, 2026	-1.17% Dec 26, 2025 - Jan 5, 2026
#12	-5.48% Feb 18, 2025 - Mar 19, 2025	-1.15% Sep 22, 2025 - Oct 1, 2025
#13	-4.58% Sep 20, 2023 - Oct 16, 2023	-1.03% Mar 2, 2026 - Mar 10, 2026
#14	-3.39% Nov 3, 2023 - Nov 21, 2023	-0.83% Feb 2, 2011 - Feb 9, 2011
#15	-3.29% Feb 5, 2025 - Feb 18, 2025	-0.82% Jan 5, 2011 - Jan 12, 2011

Correlation

Correlation between MLPB and WTMF is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2011 - 2026)

MLPB vs WTMF dividend yield comparison.

Year	MLPB	WTMF
2026	2.96%	0.00%
2025	6.51%	3.04%
2024	5.95%	3.57%
2023	6.37%	4.74%
2022	6.00%	5.29%
2021	6.98%	14.71%
2020	11.93%	0.47%
2019	7.98%	1.63%
2018	8.11%	3.59%
2017	7.23%	0.00%
2016	6.85%	0.00%
2011	0.00%	1.73%