WTMY vs AAPY
Comparison between WISDOMTREE HIGH INCOME LADDERED MUNICIPAL FUND (WTMY, ETF) and Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY, ETF).
WTMY vs AAPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTMY
$6.10M
Winner
AAPY
$6.20M
Expense Ratio
Winner
WTMY
0.35%
AAPY
0.99%
Max Drawdown
Winner
WTMY
3.67%
AAPY
35.24%
Sharpe Ratio
WTMY
0.60
Winner
AAPY
1.35
5Y Beta
Winner
WTMY
-0.00
AAPY
0.97
WTMY vs AAPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WTMY
+0.84%
AAPY
-1.91%
3M
WTMY
+0.30%
Winner
AAPY
+19.11%
6M
WTMY
+1.23%
Winner
AAPY
+7.82%
1Y
WTMY
+5.37%
Winner
AAPY
+38.79%
Max(CAGR)
WTMY
+3.87%
Winner
AAPY
+16.72%
WTMY vs AAPY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | WTMY | AAPY |
|---|---|---|
| 2026 | +0.93% | +9.08% |
| 2025 | +3.68% | +7.27% |
| 2024 | N/A | +24.80% |
| 2023 | N/A | +9.23% |
WTMY vs AAPY Drawdown Comparison
The maximum drawdown for WTMY was -3.67%, occurring on Apr 11, 2025. Recovery took 105 trading sessions.
The maximum drawdown for AAPY was -29.24%, occurring on Apr 8, 2025. Recovery took 211 trading sessions.
The current WTMY drawdown is -1.14%. The current AAPY drawdown is -6.75%.
| Rank | WTMY | AAPY |
|---|---|---|
| #1 | -3.67% Apr 4, 2025 - Sep 5, 2025 | -29.24% Dec 26, 2024 - Oct 30, 2025 |
| #2 | -2.71% Feb 27, 2026 - Mar 27, 2026 | -14.46% Dec 2, 2025 - May 5, 2026 |
| #3 | -0.57% Sep 17, 2025 - Oct 16, 2025 | -12.79% Jan 23, 2024 - Jun 11, 2024 |
| #4 | -0.29% Jan 16, 2026 - Jan 28, 2026 | -8.37% Jun 2, 2026 - Jun 12, 2026 |
| #5 | -0.25% Nov 11, 2025 - Dec 31, 2025 | -8.26% Jul 16, 2024 - Aug 20, 2024 |
| #6 | -0.22% Oct 24, 2025 - Nov 11, 2025 | -6.43% Dec 15, 2023 - Jan 23, 2024 |
| #7 | -0.06% Oct 16, 2025 - Oct 20, 2025 | -5.00% Oct 21, 2024 - Dec 2, 2024 |
| #8 | -0.04% Feb 10, 2026 - Feb 12, 2026 | -4.87% Aug 29, 2024 - Sep 19, 2024 |
| #9 | N/A | -4.31% Sep 30, 2024 - Oct 15, 2024 |
| #10 | N/A | -2.15% Nov 11, 2025 - Nov 24, 2025 |
| #11 | N/A | -2.14% May 29, 2026 - Jun 2, 2026 |
| #12 | N/A | -1.15% Sep 20, 2024 - Sep 30, 2024 |
| #13 | N/A | -1.13% Dec 17, 2024 - Dec 20, 2024 |
| #14 | N/A | -1.12% Jul 10, 2024 - Jul 15, 2024 |
| #15 | N/A | -0.98% May 15, 2026 - May 20, 2026 |
Correlation
Correlation between WTMY and AAPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2023 - 2026)
WTMY vs AAPY dividend yield comparison.
| Year | WTMY | AAPY |
|---|---|---|
| 2026 | 1.24% | 5.08% |
| 2025 | 2.56% | 12.66% |
| 2024 | 0.00% | 17.15% |
| 2023 | 0.00% | 2.16% |
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