Wilmington Municipal Bond Fund (WTAIX) Alternatives
Wilmington Municipal Bond Fund (WTAIX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WTAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to WTAIX
WTAIX charges 0.49% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among WTAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | WTAIX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | WTAIX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | WTAIX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | WTAIX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | WTAIX vs FMBIX |
Best Risk-Adjusted Alternatives to WTAIX
Among mutual funds in the Municipal Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | WTAIX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | WTAIX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | WTAIX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | WTAIX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | WTAIX vs USMTX |
Top Performing WTAIX Alternatives (YTD)
WTAIX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | WTAIX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | WTAIX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | WTAIX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | WTAIX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | WTAIX vs NQP |
Lowest Volatility Alternatives to WTAIX
WTAIX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | WTAIX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | WTAIX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | WTAIX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | WTAIX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | WTAIX vs BATVX |
Lowest Drawdown Alternatives to WTAIX
WTAIX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | WTAIX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | WTAIX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | WTAIX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | WTAIX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | WTAIX vs FHMIX |
Other Mutual Funds from Wilmington Funds
Most popular Wilmington Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wilmington Global Alpha Equities Fund | Long-Short | 23 | -2.64% | Jan 11, 2012 | WTAIX vs WRAIX | |
| Wilmington Broad Market Bond Fund | Intermediate Core Bond | 45 | -0.64% | Jul 16, 1993 | WTAIX vs WIBMX | |
| Wilmington Large-Cap Strategy Fund | Large Cap Blend Equities | 41 | -6.95% | Jul 1, 2003 | WTAIX vs WMLIX | |
| Wilmington Real Asset Fund | Global Allocation | 83 | 10.27% | Jun 30, 2003 | WTAIX vs WMRIX |
Often Compared With WTAIX
What investors most often compare with WTAIX, based on PortfoliosLab usage data.
Compare WTAIX with Any Fund or Stock
Compare WTAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.