PortfoliosLab logoPortfoliosLab logo
YYYM vs. WTMY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

YYYM vs. WTMY - Performance Comparison

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

Loading charts...

Returns By Period


YYYM

1D
-0.05%
1M
1.36%
YTD
6M
1Y
3Y*
5Y*
10Y*

WTMY

1D
0.00%
1M
0.56%
YTD
0.97%
6M
1.23%
1Y
5.71%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

YYYM vs. WTMY - Yearly Performance Comparison


Correlation

The correlation between YYYM and WTMY is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Mar 11, 2026

0.40

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

YYYM vs. WTMY — Risk / Return Rank

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

YYYM

WTMY
WTMY Risk / Return Rank: 6060
Overall Rank
WTMY Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
WTMY Sortino Ratio Rank: 7373
Sortino Ratio Rank
WTMY Omega Ratio Rank: 8484
Omega Ratio Rank
WTMY Calmar Ratio Rank: 4141
Calmar Ratio Rank
WTMY Martin Ratio Rank: 3838
Martin Ratio Rank
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.

YYYM vs. WTMY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplify Municipal CEF High Income ETF (YYYM) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

YYYM vs. WTMY - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


YYYMWTMYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

1.13

-0.91

Drawdowns

YYYM vs. WTMY - Drawdown Comparison

The maximum YYYM drawdown since its inception was -5.24%, which is greater than WTMY's maximum drawdown of -3.67%. Use the drawdown chart below to compare losses from any high point for YYYM and WTMY.


Loading charts...

Drawdown Indicators


YYYMWTMYDifference

Max Drawdown

Largest peak-to-trough decline

-5.24%

-3.67%

-1.57%

Max Drawdown (1Y)

Largest decline over 1 year

-2.71%

Current Drawdown

Current decline from peak

-0.33%

-1.12%

+0.79%

Average Drawdown

Average peak-to-trough decline

-1.30%

-0.80%

-0.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.90%

Volatility

YYYM vs. WTMY - Volatility Comparison


Loading charts...

Volatility by Period


YYYMWTMYDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.92%

Volatility (6M)

Calculated over the trailing 6-month period

1.85%

Volatility (1Y)

Calculated over the trailing 1-year period

10.83%

2.54%

+8.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.83%

3.58%

+7.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.83%

3.58%

+7.25%

YYYM vs. WTMY - Expense Ratio Comparison

YYYM has a 2.78% expense ratio, which is higher than WTMY's 0.35% expense ratio.


Dividends

YYYM vs. WTMY - Dividend Comparison

YYYM's dividend yield for the trailing twelve months is around 1.21%, less than WTMY's 3.43% yield.


Frequently Asked Questions


YYYM and WTMY have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WTMY is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WTMY is cheaper with a 0.35% expense ratio, compared with 2.78% for YYYM.

WTMY has the higher dividend yield at 3.43%, compared with 1.21% for YYYM.

They also come from different issuers: Amplify and WisdomTree. Their fees differ too: 2.78% for YYYM and 0.35% for WTMY.

Portfolio Optimizer

Find the right allocation for YYYM and WTMY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer