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WTMU vs. KSLV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WTMU vs. KSLV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Core Laddered Municipal ETF (WTMU) and Kurv Silver Enhanced Income ETF (KSLV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WTMU achieves a 0.45% return, which is significantly lower than KSLV's 1.22% return.


WTMU

1D
0.12%
1M
0.43%
YTD
0.45%
6M
0.94%
1Y
5.96%
3Y*
5Y*
10Y*

KSLV

1D
-2.82%
1M
-0.37%
YTD
1.22%
6M
21.10%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTMU vs. KSLV - Yearly Performance Comparison


Correlation

The correlation between WTMU and KSLV is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 1, 2025

-0.05

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Return for Risk

WTMU vs. KSLV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTMU
WTMU Risk / Return Rank: 7070
Overall Rank
WTMU Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
WTMU Sortino Ratio Rank: 8787
Sortino Ratio Rank
WTMU Omega Ratio Rank: 9292
Omega Ratio Rank
WTMU Calmar Ratio Rank: 4545
Calmar Ratio Rank
WTMU Martin Ratio Rank: 4040
Martin Ratio Rank

KSLV
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WTMU vs. KSLV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Core Laddered Municipal ETF (WTMU) and Kurv Silver Enhanced Income ETF (KSLV). 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.


WTMUKSLVDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.61

Calmar ratioReturn relative to maximum drawdown

2.20

Martin ratioReturn relative to average drawdown

6.25

WTMU vs. KSLV - Sharpe Ratio Comparison


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Sharpe Ratios by Period


WTMUKSLVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.69

Sharpe Ratio (All Time)

Calculated using the full available price history

1.01

1.17

-0.16

Drawdowns

WTMU vs. KSLV - Drawdown Comparison

The maximum WTMU drawdown since its inception was -4.24%, smaller than the maximum KSLV drawdown of -44.77%. Use the drawdown chart below to compare losses from any high point for WTMU and KSLV.


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Drawdown Indicators


WTMUKSLVDifference

Max Drawdown

Largest peak-to-trough decline

-4.24%

-44.77%

+40.53%

Max Drawdown (1Y)

Largest decline over 1 year

-2.72%

Current Drawdown

Current decline from peak

-1.52%

-40.01%

+38.49%

Average Drawdown

Average peak-to-trough decline

-0.64%

-19.42%

+18.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.96%

Volatility

WTMU vs. KSLV - Volatility Comparison


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Volatility by Period


WTMUKSLVDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.74%

Volatility (6M)

Calculated over the trailing 6-month period

1.77%

Volatility (1Y)

Calculated over the trailing 1-year period

2.22%

72.60%

-70.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.76%

72.60%

-67.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.76%

72.60%

-67.84%

WTMU vs. KSLV - Expense Ratio Comparison

WTMU has a 0.25% expense ratio, which is lower than KSLV's 1.00% expense ratio.


Dividends

WTMU vs. KSLV - Dividend Comparison

WTMU's dividend yield for the trailing twelve months is around 2.98%, less than KSLV's 16.53% yield.


Frequently Asked Questions


WTMU and KSLV have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WTMU is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WTMU is cheaper with a 0.25% expense ratio, compared with 1.00% for KSLV.

KSLV has the higher dividend yield at 16.53%, compared with 2.98% for WTMU.

WTMU is categorized as Municipal Bonds, while KSLV is Silver. They also come from different issuers: WisdomTree and Kurv. Their fees differ too: 0.25% for WTMU and 1.00% for KSLV.

Portfolio Optimizer

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