WTMF vs SCUS
Comparison between WISDOMTREE MANAGED FUTURES STRATEGY FUND (WTMF, ETF) and SCHWAB ULTRA-SHORT INCOME ETF (SCUS, ETF).
WTMF vs SCUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTMF
$224M
Winner
SCUS
$224M
Expense Ratio
WTMF
0.66%
Winner
SCUS
0.14%
Max Drawdown
WTMF
40.86%
Winner
SCUS
0.73%
Sharpe Ratio
Winner
WTMF
1.70
SCUS
0.76
5Y Beta
WTMF
0.28
Winner
SCUS
0.00
5Y Dividends CAGR
WTMF
55.87%
SCUS
N/A
WTMF vs SCUS - Historical Returns
Returns include dividend reinvestment.
1M
WTMF
-0.88%
Winner
SCUS
+0.36%
3M
Winner
WTMF
+2.30%
SCUS
+0.83%
6M
Winner
WTMF
+6.50%
SCUS
+1.82%
1Y
Winner
WTMF
+19.44%
SCUS
+4.19%
5Y(CAGR)
WTMF
+5.73%
SCUS
N/A
10Y(CAGR)
WTMF
+3.06%
SCUS
N/A
Max(CAGR)
WTMF
+1.00%
Winner
SCUS
+4.48%
WTMF vs SCUS - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | WTMF | SCUS |
|---|---|---|
| 2026 | +5.86% | +1.43% |
| 2025 | +12.00% | +4.63% |
| 2024 | +3.25% | +2.06% |
| 2023 | +16.16% | N/A |
| 2022 | -5.84% | N/A |
| 2021 | +9.42% | N/A |
| 2020 | +0.34% | N/A |
| 2019 | -3.05% | N/A |
| 2018 | +0.42% | N/A |
| 2017 | -2.34% | N/A |
| 2016 | -1.33% | N/A |
| 2015 | -4.15% | N/A |
| 2014 | +5.80% | N/A |
| 2013 | +2.34% | N/A |
| 2012 | -10.22% | N/A |
| 2011 | -8.52% | N/A |
WTMF vs SCUS Drawdown Comparison
The maximum drawdown for WTMF was -30.78%, occurring on Jun 8, 2020. Recovery took 3620 trading sessions.
The maximum drawdown for SCUS was -0.17%, occurring on Mar 12, 2026. Recovery took 23 trading sessions.
The current WTMF drawdown is -2.07%.
| Rank | WTMF | SCUS |
|---|---|---|
| #1 | -30.78% Apr 29, 2011 - Sep 22, 2025 | -0.17% Feb 27, 2026 - Apr 1, 2026 |
| #2 | -4.04% Jan 15, 2026 - Feb 25, 2026 | -0.12% Dec 31, 2024 - Jan 10, 2025 |
| #3 | -3.66% Mar 4, 2011 - Apr 5, 2011 | -0.12% Apr 10, 2025 - Apr 15, 2025 |
| #4 | -3.01% Mar 17, 2026 - Apr 13, 2026 | -0.11% Aug 27, 2024 - Sep 3, 2024 |
| #5 | -2.07% May 14, 2026 - Jun 5, 2026 | -0.10% Apr 2, 2025 - Apr 10, 2025 |
| #6 | -2.04% Nov 12, 2025 - Nov 28, 2025 | -0.08% Oct 3, 2024 - Oct 11, 2024 |
| #7 | -1.98% Feb 9, 2011 - Feb 28, 2011 | -0.08% May 7, 2025 - May 16, 2025 |
| #8 | -1.54% Jan 12, 2011 - Feb 1, 2011 | -0.08% Mar 13, 2025 - Mar 19, 2025 |
| #9 | -1.47% Oct 8, 2025 - Oct 15, 2025 | -0.08% Oct 11, 2024 - Oct 17, 2024 |
| #10 | -1.45% Oct 28, 2025 - Nov 12, 2025 | -0.08% Apr 2, 2026 - Apr 9, 2026 |
| #11 | -1.17% Dec 26, 2025 - Jan 5, 2026 | -0.08% Apr 21, 2026 - Apr 30, 2026 |
| #12 | -1.15% Sep 22, 2025 - Oct 1, 2025 | -0.08% Aug 27, 2025 - Aug 29, 2025 |
| #13 | -1.03% Mar 2, 2026 - Mar 10, 2026 | -0.08% Sep 22, 2025 - Sep 30, 2025 |
| #14 | -0.83% Feb 2, 2011 - Feb 9, 2011 | -0.07% Nov 11, 2025 - Nov 13, 2025 |
| #15 | -0.82% Jan 5, 2011 - Jan 12, 2011 | -0.06% Oct 28, 2025 - Nov 7, 2025 |
Correlation
Correlation between WTMF and SCUS is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2011 - 2026)
WTMF vs SCUS dividend yield comparison.
| Year | WTMF | SCUS |
|---|---|---|
| 2026 | 0.00% | 1.60% |
| 2025 | 3.04% | 4.17% |
| 2024 | 3.57% | 1.62% |
| 2023 | 4.74% | 0.00% |
| 2022 | 5.29% | 0.00% |
| 2021 | 14.71% | 0.00% |
| 2020 | 0.47% | 0.00% |
| 2019 | 1.63% | 0.00% |
| 2018 | 3.59% | 0.00% |
| 2011 | 1.73% | 0.00% |
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