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VGMS vs WTMF

Comparison between VANGUARD MULTI-SECTOR INCOME BOND ETF ETF SHARES (VGMS, ETF) and WISDOMTREE MANAGED FUTURES STRATEGY FUND (WTMF, ETF).

VGMS vs WTMF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VGMS
$235M
WTMF
$234M
Expense Ratio
Winner
VGMS
0.30%
WTMF
0.66%
Max Drawdown
Winner
VGMS
2.90%
WTMF
40.86%
Sharpe Ratio
VGMS
0.54
Winner
WTMF
1.43
5Y Beta
Winner
VGMS
0.16
WTMF
0.29
5Y Dividends CAGR
VGMS
N/A
WTMF
55.87%

VGMS vs WTMF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VGMS
+0.06%
WTMF
-0.99%
3M
VGMS
+0.31%
Winner
WTMF
+1.61%
6M
VGMS
+0.95%
Winner
WTMF
+6.10%
1Y
VGMS
+5.46%
Winner
WTMF
+18.09%
5Y(CAGR)
VGMS
N/A
WTMF
+6.25%
10Y(CAGR)
VGMS
N/A
WTMF
+3.39%
Max(CAGR)
Winner
VGMS
+6.18%
WTMF
+1.09%

VGMS vs WTMF - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearVGMSWTMF
2026+1.24%+7.43%
2025+5.43%+12.00%
2024N/A+3.25%
2023N/A+16.16%
2022N/A-5.84%
2021N/A+9.42%
2020N/A+0.34%
2019N/A-3.05%
2018N/A+0.42%
2017N/A-2.34%
2016N/A-1.33%
2015N/A-4.15%
2014N/A+5.80%
2013N/A+2.34%
2012N/A-10.22%
2011N/A-8.52%

VGMS vs WTMF Drawdown Comparison

The maximum drawdown for VGMS was -2.46%, occurring on Mar 27, 2026. Recovery took 38 trading sessions.

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

The current VGMS drawdown is -0.53%. The current WTMF drawdown is -0.99%.

RankVGMSWTMF
#1-2.46%
Feb 23, 2026 - Apr 17, 2026
-30.78%
Apr 29, 2011 - Sep 22, 2025
#2-1.25%
Apr 17, 2026 - May 29, 2026
-4.04%
Jan 15, 2026 - Feb 25, 2026
#3-0.77%
Oct 27, 2025 - Nov 25, 2025
-3.66%
Mar 4, 2011 - Apr 5, 2011
#4-0.66%
Oct 2, 2025 - Oct 15, 2025
-3.01%
Mar 17, 2026 - Apr 13, 2026
#5-0.60%
May 29, 2026 - Jun 15, 2026
-2.51%
May 14, 2026 - Jun 17, 2026
#6-0.59%
Jul 6, 2026 - Jul 13, 2026
-2.27%
Jun 22, 2026 - Jun 29, 2026
#7-0.56%
Jul 1, 2025 - Jul 22, 2025
-2.04%
Nov 12, 2025 - Nov 28, 2025
#8-0.36%
Aug 13, 2025 - Aug 22, 2025
-1.98%
Feb 9, 2011 - Feb 28, 2011
#9-0.36%
Sep 15, 2025 - Oct 2, 2025
-1.54%
Jan 12, 2011 - Feb 1, 2011
#10-0.35%
Jun 16, 2026 - Jun 24, 2026
-1.47%
Oct 8, 2025 - Oct 15, 2025
#11-0.33%
Dec 3, 2025 - Dec 18, 2025
-1.45%
Oct 28, 2025 - Nov 12, 2025
#12-0.28%
Aug 28, 2025 - Sep 3, 2025
-1.17%
Dec 26, 2025 - Jan 5, 2026
#13-0.25%
Aug 22, 2025 - Aug 28, 2025
-1.15%
Sep 22, 2025 - Oct 1, 2025
#14-0.25%
Nov 28, 2025 - Dec 3, 2025
-1.03%
Mar 2, 2026 - Mar 10, 2026
#15-0.25%
Jun 12, 2025 - Jun 18, 2025
-0.83%
Feb 2, 2011 - Feb 9, 2011

Correlation

Correlation between VGMS and WTMF is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2011 - 2026)

VGMS vs WTMF dividend yield comparison.

YearVGMSWTMF
20262.62%0.00%
20252.94%3.04%
20240.00%3.57%
20230.00%4.74%
20220.00%5.29%
20210.00%14.71%
20200.00%0.47%
20190.00%1.63%
20180.00%3.59%
20110.00%1.73%

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