WTMY vs LTAX
Comparison between WISDOMTREE HIGH INCOME LADDERED MUNICIPAL FUND (WTMY, ETF) and Nomura TaxFree USA ETF (LTAX, ETF).
WTMY vs LTAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTMY
$6.10M
Winner
LTAX
$6.20M
Expense Ratio
Winner
WTMY
0.35%
LTAX
0.39%
Max Drawdown
WTMY
3.67%
Winner
LTAX
3.49%
Sharpe Ratio
Winner
WTMY
0.83
LTAX
0.06
5Y Beta
Winner
WTMY
0.00
LTAX
0.16
WTMY vs LTAX - Historical Returns
Returns include dividend reinvestment.
1M
WTMY
+0.71%
Winner
LTAX
+0.82%
3M
WTMY
-0.25%
Winner
LTAX
+1.01%
6M
WTMY
+1.13%
LTAX
N/A
1Y
WTMY
+5.79%
LTAX
N/A
Max(CAGR)
Winner
WTMY
+4.07%
LTAX
+3.92%
WTMY vs LTAX - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | WTMY | LTAX |
|---|---|---|
| 2026 | +1.05% | +1.52% |
| 2025 | +3.68% | N/A |
WTMY vs LTAX Drawdown Comparison
The maximum drawdown for WTMY was -3.67%, occurring on Apr 11, 2025. Recovery took 105 trading sessions.
The maximum drawdown for LTAX was -3.18%, occurring on Mar 24, 2026. Recovery took 64 trading sessions.
The current WTMY drawdown is -1.02%. The current LTAX drawdown is -0.38%.
| Rank | WTMY | LTAX |
|---|---|---|
| #1 | -3.67% Apr 4, 2025 - Sep 5, 2025 | -3.18% Feb 26, 2026 - May 29, 2026 |
| #2 | -2.71% Feb 27, 2026 - Mar 27, 2026 | -0.78% Jan 14, 2026 - Feb 5, 2026 |
| #3 | -0.57% Sep 17, 2025 - Oct 16, 2025 | -0.38% Jun 4, 2026 - Jun 5, 2026 |
| #4 | -0.29% Jan 16, 2026 - Jan 28, 2026 | -0.27% Feb 10, 2026 - Feb 12, 2026 |
| #5 | -0.25% Nov 11, 2025 - Dec 31, 2025 | -0.27% Feb 5, 2026 - Feb 9, 2026 |
| #6 | -0.22% Oct 24, 2025 - Nov 11, 2025 | -0.21% Jun 2, 2026 - Jun 4, 2026 |
| #7 | -0.06% Oct 16, 2025 - Oct 20, 2025 | -0.19% Feb 24, 2026 - Feb 26, 2026 |
| #8 | -0.04% Feb 10, 2026 - Feb 12, 2026 | -0.01% Feb 13, 2026 - Feb 18, 2026 |
| #9 | N/A | -0.00% Feb 19, 2026 - Feb 24, 2026 |
Correlation
Correlation between WTMY and LTAX is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2025 - 2026)
WTMY vs LTAX dividend yield comparison.
| Year | WTMY | LTAX |
|---|---|---|
| 2026 | 1.24% | 1.34% |
| 2025 | 2.56% | 0.00% |
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