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WTMY vs MSST

Comparison between WISDOMTREE HIGH INCOME LADDERED MUNICIPAL FUND (WTMY, ETF) and YieldMax MSTR Performance & Distribution Target 25 ETF (MSST, ETF).

WTMY vs MSST - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WTMY
$6.10M
MSST
$6.10M
Expense Ratio
Winner
WTMY
0.35%
MSST
0.99%
Max Drawdown
Winner
WTMY
3.67%
MSST
46.73%
Sharpe Ratio
Winner
WTMY
0.83
MSST
-0.96
5Y Beta
Winner
WTMY
0.00
MSST
2.80

WTMY vs MSST - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WTMY
+0.71%
MSST
-34.97%
3M
Winner
WTMY
-0.25%
MSST
-16.73%
6M
Winner
WTMY
+1.13%
MSST
-31.64%
1Y
WTMY
+5.79%
MSST
N/A
Max(CAGR)
Winner
WTMY
+4.07%
MSST
-59.69%

WTMY vs MSST - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearWTMYMSST
2026+1.05%-23.18%
2025+3.68%-22.97%

WTMY vs MSST Drawdown Comparison

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

The maximum drawdown for MSST was -44.07%, occurring on Feb 5, 2026. This drawdown has not yet recovered.

The current WTMY drawdown is -1.02%. The current MSST drawdown is -39.05%.

RankWTMYMSST
#1-3.67%
Apr 4, 2025 - Sep 5, 2025
-44.07%
Nov 18, 2025 - Feb 5, 2026
#2-2.71%
Feb 27, 2026 - Mar 27, 2026
N/A
#3-0.57%
Sep 17, 2025 - Oct 16, 2025
N/A
#4-0.29%
Jan 16, 2026 - Jan 28, 2026
N/A
#5-0.25%
Nov 11, 2025 - Dec 31, 2025
N/A
#6-0.22%
Oct 24, 2025 - Nov 11, 2025
N/A
#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 MSST 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 MSST dividend yield comparison.

YearWTMYMSST
20261.24%14.18%
20252.56%2.71%

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