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WTMY vs IBTR

Comparison between WISDOMTREE HIGH INCOME LADDERED MUNICIPAL FUND (WTMY, ETF) and iShares iBonds Dec 2036 Term Treasury ETF (IBTR, ETF).

WTMY vs IBTR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WTMY
$6.10M
Winner
IBTR
$6.20M
Expense Ratio
WTMY
0.35%
Winner
IBTR
0.07%
Max Drawdown
WTMY
3.67%
Winner
IBTR
3.25%
Sharpe Ratio
Winner
WTMY
0.60
IBTR
-0.19
5Y Beta
Winner
WTMY
-0.00
IBTR
0.21

WTMY vs IBTR - Historical Returns

Returns include dividend reinvestment.

1M
WTMY
+0.91%
Winner
IBTR
+1.68%
3M
WTMY
+0.38%
Winner
IBTR
+0.96%
6M
WTMY
+1.14%
IBTR
N/A
1Y
WTMY
+5.45%
IBTR
N/A
Max(CAGR)
WTMY
+3.93%
Winner
IBTR
+4.36%

WTMY vs IBTR - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearWTMYIBTR
2026+1.01%+0.96%
2025+3.68%N/A

WTMY vs IBTR Drawdown Comparison

The maximum drawdown for WTMY was -3.67%, occurring on Apr 11, 2025. Recovery took 105 trading sessions.

The maximum drawdown for IBTR was -2.88%, occurring on May 19, 2026. This drawdown has not yet recovered.

The current WTMY drawdown is -1.06%. The current IBTR drawdown is -0.73%.

RankWTMYIBTR
#1-3.67%
Apr 4, 2025 - Sep 5, 2025
-2.88%
Apr 17, 2026 - May 19, 2026
#2-2.71%
Feb 27, 2026 - Mar 27, 2026
-0.45%
Apr 14, 2026 - Apr 17, 2026
#3-0.57%
Sep 17, 2025 - Oct 16, 2025
-0.20%
Apr 2, 2026 - Apr 8, 2026
#4-0.29%
Jan 16, 2026 - Jan 28, 2026
-0.18%
Apr 8, 2026 - Apr 14, 2026
#5-0.25%
Nov 11, 2025 - Dec 31, 2025
-0.13%
Mar 31, 2026 - Apr 2, 2026
#6-0.22%
Oct 24, 2025 - Nov 11, 2025
-0.07%
Mar 26, 2026 - Mar 30, 2026
#7-0.06%
Oct 16, 2025 - Oct 20, 2025
N/A
#8-0.04%
Feb 10, 2026 - Feb 12, 2026
N/A

Correlation

Correlation between WTMY and IBTR is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34
-101

Dividend Comparison (2025 - 2026)

WTMY vs IBTR dividend yield comparison.

YearWTMYIBTR
20261.24%0.67%
20252.56%0.00%

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