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RMOP vs. WTMY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RMOP vs. WTMY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rockefeller Opportunistic Municipal Bond ETF (RMOP) and WisdomTree High Income Laddered Municipal ETF (WTMY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RMOP achieves a 2.99% return, which is significantly higher than WTMY's 0.37% return.


RMOP

1D
-0.14%
1M
-1.69%
6M
2.53%
YTD
2.99%
1Y
8.66%
3Y*
5Y*
10Y*
ALL TIME*
4.82%

WTMY

1D
0.28%
1M
-1.22%
6M
-0.75%
YTD
0.37%
1Y
4.66%
3Y*
5Y*
10Y*
ALL TIME*
3.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.54M$1.79M$2.38M
$5.26K$3.72K$6.60K

RMOP vs. WTMY - Yearly Performance Comparison


Correlation

The correlation between RMOP and WTMY is 0.47, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.48

Correlation (All Time)
Calculated using the full available price history since Apr 3, 2025

0.49

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Return for Risk

RMOP vs. WTMY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RMOP
RMOP Risk / Return Rank: 8888
Overall Rank
RMOP Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
RMOP Sortino Ratio Rank: 9191
Sortino Ratio Rank
RMOP Omega Ratio Rank: 9292
Omega Ratio Rank
RMOP Calmar Ratio Rank: 8282
Calmar Ratio Rank
RMOP Martin Ratio Rank: 8585
Martin Ratio Rank

WTMY
WTMY Risk / Return Rank: 6161
Overall Rank
WTMY Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
WTMY Sortino Ratio Rank: 6868
Sortino Ratio Rank
WTMY Omega Ratio Rank: 8383
Omega Ratio Rank
WTMY Calmar Ratio Rank: 4545
Calmar Ratio Rank
WTMY Martin Ratio Rank: 4141
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RMOP vs. WTMY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rockefeller Opportunistic Municipal Bond ETF (RMOP) and WisdomTree High Income Laddered Municipal ETF (WTMY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RMOPWTMYDifference
Sharpe ratioReturn per unit of total volatility

+0.64

Sortino ratioReturn per unit of downside risk

+1.03

Omega ratioGain probability vs. loss probability

1.48

1.38

+0.10

Calmar ratioReturn relative to maximum drawdown

3.27

1.72

+1.55

Martin ratioReturn relative to average drawdown

12.91

4.78

+8.13

RMOP vs. WTMY - Sharpe Ratio Comparison

The current RMOP Sharpe Ratio is 2.40, which is higher than the WTMY Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of RMOP and WTMY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RMOP vs. WTMY - Drawdown Comparison

The maximum RMOP drawdown since its inception was -6.67%, which is greater than WTMY's maximum drawdown of -3.67%. Use the drawdown chart below to compare losses from any high point for RMOP and WTMY.


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Drawdown Indicators


RMOPWTMYDifference

Max Drawdown

Largest peak-to-trough decline

-6.67%

-3.67%

-3.00%

Max Drawdown (1Y)

Largest decline over 1 year

-2.66%

-2.71%

+0.05%

Current Drawdown

Current decline from peak

-1.73%

-1.71%

-0.02%

Average Drawdown

Average peak-to-trough decline

-1.43%

-0.83%

-0.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.67%

0.98%

-0.31%

Volatility

RMOP vs. WTMY - Volatility Comparison

The current volatility for Rockefeller Opportunistic Municipal Bond ETF (RMOP) is 1.05%, while WisdomTree High Income Laddered Municipal ETF (WTMY) has a volatility of 1.23%. This indicates that RMOP experiences smaller price fluctuations and is considered to be less risky than WTMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RMOPWTMYDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.05%

1.23%

-0.18%

Volatility (6M)

Calculated over the trailing 6-month period

2.84%

2.19%

+0.65%

Volatility (1Y)

Calculated over the trailing 1-year period

3.63%

2.66%

+0.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.50%

3.53%

+1.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.50%

3.53%

+1.97%

RMOP vs. WTMY - Expense Ratio Comparison

RMOP has a 0.55% expense ratio, which is higher than WTMY's 0.35% expense ratio.


Dividends

RMOP vs. WTMY - Dividend Comparison

RMOP's dividend yield for the trailing twelve months is around 5.23%, more than WTMY's 3.56% yield.


Frequently Asked Questions


RMOP and WTMY have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WTMY has higher volatility (1.23%) compared to RMOP (1.05%). In terms of maximum drawdown, RMOP dropped -6.67% vs WTMY's -3.67%.

On 1-year performance, RMOP leads with 8.66% vs 4.66% for WTMY. On fees, WTMY is cheaper at 0.35% per year. On volatility, RMOP has been the lower-risk option at 1.05%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, RMOP has performed better with a 8.66% return vs 4.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

WTMY is cheaper with a 0.35% expense ratio, compared with 0.55% for RMOP.

RMOP has the higher dividend yield at 5.23%, compared with 3.56% for WTMY.

They also come from different issuers: Rockefeller and WisdomTree. Their fees differ too: 0.55% for RMOP and 0.35% for WTMY.

RMOP currently has the higher Sharpe Ratio (2.40 vs 1.76), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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