WTMY vs. QGRW

Last updated Jun 4, 2026

WTMY (WisdomTree High Income Laddered Municipal ETF) and QGRW (WisdomTree U.S. Quality Growth Fund) are both exchange-traded funds - WTMY is a High Yield Muni fund actively managed by WisdomTree, while QGRW is a Large Cap Growth Equities fund tracking the WisdomTree U.S. Quality Growth Index. WTMY is actively managed, while QGRW is passively managed. Over the past year, WTMY returned 6.14% vs 35.66% for QGRW. At a 0.04 correlation, their price movements are largely independent. WTMY charges 0.35%/yr vs 0.28%/yr for QGRW.

Performance

WTMY vs. QGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree High Income Laddered Municipal ETF (WTMY) and WisdomTree U.S. Quality Growth Fund (QGRW). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WTMY achieves a 1.07% return, which is significantly lower than QGRW's 15.43% return.

WTMY

• 1D: 0.10%
• 1M: 0.62%
• YTD: 1.07%
• 6M: 1.31%
• 1Y: 6.14%
• 3Y*: —
• 5Y*: —
• 10Y*: —

QGRW

• 1D: -1.04%
• 1M: 9.03%
• YTD: 15.43%
• 6M: 14.57%
• 1Y: 35.66%
• 3Y*: 29.10%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WTMY vs. QGRW - Yearly Performance Comparison

	2026 (YTD)	2025
WTMY WisdomTree High Income Laddered Municipal ETF	1.07%	3.68%
QGRW WisdomTree U.S. Quality Growth Fund	15.43%	39.87%

Correlation

The correlation between WTMY and QGRW is 0.06, 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 (1Y) Calculated over the trailing 1-year period	0.06
Correlation (All Time) Calculated using the full available price history since Apr 4, 2025	0.04

Return for Risk

WTMY vs. QGRW — Risk / Return Rank

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

WTMY

WTMY Risk / Return Rank: 68
WTMY Sharpe Ratio Rank: 77
WTMY Sortino Ratio Rank: 83
WTMY Omega Ratio Rank: 90
WTMY Calmar Ratio Rank: 47
WTMY Martin Ratio Rank: 43

QGRW

QGRW Risk / Return Rank: 54
QGRW Sharpe Ratio Rank: 60
QGRW Sortino Ratio Rank: 56
QGRW Omega Ratio Rank: 57
QGRW Calmar Ratio Rank: 46
QGRW Martin Ratio Rank: 52

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.

WTMY vs. QGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree High Income Laddered Municipal ETF (WTMY) and WisdomTree U.S. Quality Growth Fund (QGRW). 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.

	WTMY	QGRW	Difference
Sharpe ratio: Return per unit of total volatility	2.45	2.06	+0.39
Sortino ratio: Return per unit of downside risk	3.68	2.75	+0.93
Omega ratio: Gain probability vs. loss probability	1.57	1.35	+0.22
Calmar ratio: Return relative to maximum drawdown	2.27	2.32	-0.05
Martin ratio: Return relative to average drawdown	6.83	9.08	-2.26
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WTMY vs. QGRW - Sharpe Ratio Comparison

The current WTMY Sharpe Ratio is 2.45, which is comparable to the QGRW Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of WTMY and QGRW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	WTMY	QGRW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.45	2.06	+0.39
Sharpe Ratio (All Time) Calculated using the full available price history	1.15	1.66	-0.50

Drawdowns

WTMY vs. QGRW - Drawdown Comparison

The maximum WTMY drawdown since its inception was -3.67%, smaller than the maximum QGRW drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for WTMY and QGRW.

Drawdown Indicators

	WTMY	QGRW	Difference
Max Drawdown Largest peak-to-trough decline	-3.67%	-24.40%	+20.73%
Max Drawdown (1Y) Largest decline over 1 year	-2.71%	-15.44%	+12.73%
Max Drawdown (3Y) Largest decline over 3 years	—	-24.40%	—
Current Drawdown Current decline from peak	-1.02%	-1.33%	+0.31%
Average Drawdown Average peak-to-trough decline	-0.80%	-3.26%	+2.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.90%	3.94%	-3.04%

Volatility

WTMY vs. QGRW - Volatility Comparison

The current volatility for WisdomTree High Income Laddered Municipal ETF (WTMY) is 0.93%, while WisdomTree U.S. Quality Growth Fund (QGRW) has a volatility of 4.71%. This indicates that WTMY experiences smaller price fluctuations and is considered to be less risky than QGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WTMY	QGRW	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.93%	4.71%	-3.78%
Volatility (6M) Calculated over the trailing 6-month period	1.85%	13.67%	-11.82%
Volatility (1Y) Calculated over the trailing 1-year period	2.54%	17.40%	-14.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.57%	21.08%	-17.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.57%	21.08%	-17.51%

WTMY vs. QGRW - Expense Ratio Comparison

WTMY has a 0.35% expense ratio, which is higher than QGRW's 0.28% expense ratio.

Dividends

WTMY vs. QGRW - Dividend Comparison

WTMY's dividend yield for the trailing twelve months is around 3.43%, more than QGRW's 0.07% yield.

Position	TTM	2025	2024	2023
QGRW WisdomTree U.S. Quality Growth Fund	0.07%	0.09%	0.14%	0.11%
WTMY WisdomTree High Income Laddered Municipal ETF	3.43%	2.56%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WTMY and QGRW in my portfolio?

WTMY and QGRW have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WTMY or QGRW?

QGRW has higher volatility (4.71%) compared to WTMY (0.93%). In terms of maximum drawdown, WTMY dropped -3.67% vs QGRW's -24.40%.

Which ETF is better, WTMY or QGRW?

On 1-year performance, QGRW leads with 35.66% vs 6.14% for WTMY. On fees, QGRW is cheaper at 0.28% per year. On volatility, WTMY has been the lower-risk option at 0.93%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, WTMY or QGRW?

Over the 1-year period, QGRW has performed better with a 35.66% return vs 6.14%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, WTMY or QGRW?

QGRW is cheaper with a 0.28% expense ratio, compared with 0.35% for WTMY.

Which ETF pays a higher dividend yield, WTMY or QGRW?

WTMY has the higher dividend yield at 3.43%, compared with 0.07% for QGRW.

What is the main difference between WTMY and QGRW?

WTMY is categorized as High Yield Muni, while QGRW is Large Cap Growth Equities. Their fees differ too: 0.35% for WTMY and 0.28% for QGRW.

Which has better risk-adjusted returns?

WTMY currently has the higher Sharpe Ratio (2.45 vs 2.06), 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.