WTMU vs BPAY

Comparison between WISDOMTREE CORE LADDERED MUNICIPAL FUND (WTMU, ETF) and BlackRock Future Financial and Technology ETF (BPAY, ETF).

WTMU vs BPAY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTMU(ETF)	BPAY(ETF)
Net Assets	$9.30M	$9.30M
Expense Ratio	0.25%	0.55%
Max Drawdown	4.24%	37.49%
Sharpe Ratio	0.16	-0.68
5Y Beta	0.02	1.24
P/E Ratio	N/A	32.33
Forward P/E	N/A	14.49
PEG Ratio	N/A	0.24
P/S Ratio	N/A	1.06
P/B Ratio	N/A	2.46

Net Assets

WTMU

$9.30M

BPAY

$9.30M

Expense Ratio

Winner

WTMU

0.25%

BPAY

0.55%

Max Drawdown

Winner

WTMU

4.24%

BPAY

37.49%

Sharpe Ratio

Winner

WTMU

0.16

BPAY

-0.68

5Y Beta

Winner

WTMU

0.02

BPAY

1.24

P/E Ratio

WTMU

N/A

BPAY

32.33

Forward P/E

WTMU

N/A

BPAY

14.49

PEG Ratio

WTMU

N/A

BPAY

0.24

P/S Ratio

WTMU

N/A

BPAY

1.06

P/B Ratio

WTMU

N/A

BPAY

2.46

WTMU vs BPAY - Historical Returns

Returns include dividend reinvestment.

Period	WTMU	BPAY
1 month	-1.52%	+6.17%
3 months	-1.54%	+6.23%
6 months	-1.59%	-4.50%
1 year	+3.50%	-18.88%
Max(CAGR)	+3.14%	+3.57%

WTMU

-1.52%

Winner

BPAY

+6.17%

WTMU

-1.54%

Winner

BPAY

+6.23%

Winner

WTMU

-1.59%

BPAY

-4.50%

Winner

WTMU

+3.50%

BPAY

-18.88%

Max(CAGR)

WTMU

+3.14%

Winner

BPAY

+3.57%

WTMU vs BPAY - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	WTMU	BPAY
2026	-0.93%	-5.15%
2025	+5.09%	+8.43%
2024	N/A	+18.74%
2023	N/A	+14.04%
2022	N/A	-16.39%

WTMU vs BPAY Drawdown Comparison

The maximum drawdown for WTMU was -4.24%, occurring on Apr 8, 2025. Recovery took 50 trading sessions.

The maximum drawdown for BPAY was -33.68%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current WTMU drawdown is -2.86%. The current BPAY drawdown is -19.52%.

Rank	WTMU	BPAY
#1	-4.24% Apr 4, 2025 - Jun 17, 2025	-33.68% Jul 25, 2025 - Mar 27, 2026
#2	-2.86% Feb 27, 2026 - Jul 23, 2026	-26.17% Aug 18, 2022 - Mar 12, 2024
#3	-0.63% Jul 9, 2025 - Aug 1, 2025	-25.40% Feb 18, 2025 - Jun 6, 2025
#4	-0.46% Sep 17, 2025 - Oct 10, 2025	-11.05% Mar 28, 2024 - Aug 19, 2024
#5	-0.27% Jan 16, 2026 - Jan 27, 2026	-6.64% Nov 29, 2024 - Jan 27, 2025
#6	-0.23% Oct 28, 2025 - Nov 11, 2025	-5.11% Aug 30, 2024 - Oct 14, 2024
#7	-0.23% Nov 11, 2025 - Dec 16, 2025	-3.77% Oct 18, 2024 - Nov 6, 2024
#8	-0.20% Aug 13, 2025 - Aug 22, 2025	-3.64% Jan 30, 2025 - Feb 14, 2025
#9	-0.14% Aug 27, 2025 - Sep 4, 2025	-3.12% Nov 11, 2024 - Nov 27, 2024
#10	-0.12% Aug 22, 2025 - Aug 27, 2025	-2.97% Jul 9, 2025 - Jul 16, 2025
#11	-0.10% Jul 3, 2025 - Jul 9, 2025	-2.41% Jun 9, 2025 - Jun 16, 2025
#12	-0.10% Jan 9, 2026 - Jan 13, 2026	-1.82% Jun 24, 2025 - Jun 26, 2025
#13	-0.08% Jan 30, 2026 - Feb 3, 2026	-1.74% Aug 19, 2024 - Aug 23, 2024
#14	-0.06% Jun 24, 2025 - Jun 26, 2025	-1.48% Jun 16, 2025 - Jun 18, 2025
#15	-0.06% Aug 7, 2025 - Aug 13, 2025	-1.35% Mar 13, 2024 - Mar 20, 2024

Correlation

Correlation between WTMU and BPAY is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39

-101