MFSMvsWTMUETF Comparison
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MFS Active Intermediate Muni Bond ETF (MFSM) and WisdomTree Core Laddered Municipal Fund (WTMU) belong to the same industry segment: Municipal Bonds. Both ETFs have the same top 1 sector exposures: Municipal. MFSM is more expensive with a Total Expense Ratio (TER) of 0.34%, versus 0.25% for WTMU. MFSM is down -0.57% year-to-date (YTD) with +$73M in YTD flows. WTMU performs worse with -1.03% YTD performance, and +$3M in YTD flows. Run a side-by-side ETF comparison of MFSM and WTMU below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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MFSM vs WTMU performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MFSM WTMU | +1.69%+1.68% | -1.09%-0.58% | -0.57%-1.03% | -0.09%-0.44% | n/an/a | n/an/a |
| Flows | MFSM WTMU | +$18M- | +$24M- | +$73M+$3M | +$75M+$4M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MFSM WTMU | +5.38%+4.35% | +3.32%+2.79% | n/an/a | n/an/a |
| Max drawdown | MFSM WTMU | -5.93%-4.78% | -6.71%-6.14% | n/an/a | n/an/a |
| Max drawdown duration | MFSM WTMU | 71d71d | 109d239d | n/an/a | n/an/a |
Trading data
MFSM | WTMU | |
Last sale 10/23/2026 at 1:30 PM | $24.20 | $24.93 |
| Previous close 10/22/2026 | $24.19 | $24.89 |
| Consolidated volume 10/22/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/23/2026 at 1:30 PM
Live
Closed
MFSM | WTMU | |
|---|---|---|
| Last price | $24.20 | $24.93 |
| 1D performance | +0.04% | +0.16% |
| AuM | $122.17 M | $8.98 M |
| E/R | 0.34% | 0.25% |
Characteristics
MFSM | WTMU | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | MFS | WisdomTree |
| Benchmark | - | - |
| N° of holdings | 101 | 17 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 4, 2024 | April 2, 2025 |
| ESG | No | No |
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Exposure
Countries
MFSM
USA
25.81%
Other
74.19%
WTMU
USA
25.5%
Other
74.5%
Sectors
MFSM
Municipal
25.81%
Other
74.19%
WTMU
Municipal
25.5%
Other
74.5%
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Diversification
MFSM
Total weight of top 15 holdings out of 15
9.44%
WTMU
Total weight of top 15 holdings out of 15
37.77%
Top 15 holdings
Data as of August 31, 2026
MFSM
US60416UV512
0.91%
Oklahoma Public Property Authority, 5% 1jun2034, USD (2026)
0.80%
Missouri Health and Educational Facilities Authority, 5% 1apr2036, USD (2026A)
0.80%
California Community Choice Financing Authority, 5% 1dec2055, USD (2025C)
0.70%
US763056DQ86
0.68%
US702538FE43
0.68%
US95235TAW36
0.66%
US10623ADK60
0.54%
Paulding Hospital Authority, 5% 1apr2036, USD
0.53%
US49121DAB82
0.53%
St. Tammany Parish Hospital Service District №1, 5% 1jul2056, USD (2026A)
0.52%
St. Cloud, 5% 1may2036, USD (2026)
0.52%
Austin, 5% 15nov2034, USD (2026B)
0.52%
US75989FAM59
0.52%
US897579CQ99
0.52%
WTMU
US882669DJ09
3.22%
US7352403D38
2.93%
US575898DF55
2.88%
Kentucky Public Energy Authority, 5% 1may2036, USD (2025)
2.86%
US59447UBZ21
2.61%
US60637AA857
2.60%
County of Harris, 5% 15aug2028, USD (2018A)
2.56%
US083599KU39
2.50%
US03843TBX81
2.40%
Black Belt Energy Gas District, 5% 1jul2033, USD (2026)
2.30%
Denver, 5% 1dec2029, USD (2018A)
2.29%
US46613SRW25
2.23%
New York Dormitory Authority, 5% 1jul2041, USD (2022A)
2.21%
US442349KL98
2.11%
US167727J237
2.07%
Frequently asked questions about MFSM and WTMU
How have the MFSM and WTMU ETFs performed in 2026?
As of October 23, 2026, MFSM is down -0.57% year-to-date (YTD), while WTMU has lost -1.03%. That puts MFSM better performer ahead so far this year.
Which ETF is attracting more investor money: MFSM or WTMU?
Year-to-date, the MFSM ETF saw +$73M in flows, compared to +$3M for WTMU.
Which ETF is more volatile: MFSM or WTMU?
Over the past year, MFSM had a volatility of 3.32%, while WTMU experienced 2.79%.
Which ETF is bigger: MFSM or WTMU?
As of October 23, 2026, MFSM holds $122.17 M in assets under management (AUM), while WTMU manages $8.98 M.
What sectors do the MFSM and WTMU ETFs invest in?
MFSM leans toward sectors like Municipal. Meanwhile, WTMU focuses on Municipal.
What are the top holdings of the MFSM ETF and WTMU ETF?
MFSM top holdings include US60416UV512, Oklahoma Public Property Authority, 5% 1jun2034, USD (2026) and Missouri Health and Educational Facilities Authority, 5% 1apr2036, USD (2026A). WTMU holds in its top three: US882669DJ09, US7352403D38 and US575898DF55.
Which ETF is more diversified: MFSM or WTMU?
MFSM holds 418 securities with 9.44% of its assets in the top 15. WTMU has 88 securities and a top 15 weight of 37.77%.
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Latest news about MFSM & WTMU
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