WTMUvsSHMETF Comparison
VS
ETF 2
SHM
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
This fund is part of
Municipal Bonds
-0%
WisdomTree Core Laddered Municipal Fund (WTMU) and State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) belong to the same industry segment: Municipal Bonds. Both ETFs have the same top 1 sector exposures: Municipal. WTMU is more expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.2% for SHM. WTMU is down -1.99% year-to-date (YTD) with +$3M in YTD flows. SHM performs better with 0.16% YTD performance, and +$47M in YTD flows. Run a side-by-side ETF comparison of WTMU and SHM 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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WTMU vs SHM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | WTMU SHM | -0.10%-0.04% | -2.57%-0.80% | -1.99%+0.16% | -1.19%+0.56% | n/a+8.94% | n/a+4.03% |
| Flows | WTMU SHM | -+$5M | -+$67M | +$3M+$47M | +$4M+$61M | --$416M | --$1.32B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | WTMU SHM | +4.23%+2.39% | +2.69%+1.43% | n/a+1.65% | n/a+1.72% |
| Max drawdown | WTMU SHM | -4.84%-2.52% | -6.14%-2.61% | n/a-2.61% | n/a-6.22% |
| Max drawdown duration | WTMU SHM | 92d64d | 232d229d | n/a229d | n/a1036d |
Trading data
WTMU | SHM | |
Last sale 10/16/2026 at 1:30 PM | $24.62 | $47.02 |
| Previous close 10/15/2026 | $24.67 | $47.01 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 18, 2026
1-year trailing difference
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WTMU
is actively managed and doesn’t replicate an indexWTMU | SHM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
WTMU | SHM | |
|---|---|---|
| Last price | $24.62 | $47.02 |
| 1D performance | -0.19% | +0.02% |
| AuM | $8.89 M | $3.49 B |
| E/R | 0.25% | 0.2% |
Characteristics
WTMU | SHM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | WisdomTree | State Street Investment Management |
| Benchmark | - | ICE 1-5 Year AMT-Free Broad Municipal Index |
| N° of holdings | 17 | 323 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 2, 2025 | October 10, 2007 |
| ESG | No | No |
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Exposure
Countries
WTMU
USA
25.5%
Other
74.5%
SHM
USA
31.88%
Other
68.12%
Sectors
WTMU
Municipal
25.5%
Other
74.5%
SHM
Municipal
31.88%
Other
68.12%
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Diversification
WTMU
Total weight of top 15 holdings out of 15
37.77%
SHM
Total weight of top 15 holdings out of 15
6.56%
Top 15 holdings
Data as of August 31, 2026
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%
SHM
US84136HCT86
0.92%
New York Dormitory Authority, 2.5% 1jul1993, USD
0.62%
US13063ELG97
0.51%
California, 5% 1sep2028, USD
0.48%
US13063EAW66
0.45%
US91412HTD51
0.41%
Triborough Bridge and Tunnel Authority, 5% 15nov2028, USD (2023B)
0.40%
City of New York, 5.7% 1feb2006, USD
0.39%
US343137RQ01
0.36%
US574204W906
0.36%
US61334PFH10
0.35%
US13063EUS35
0.34%
US13013JBJ43
0.33%
US74440DFN93
0.32%
Connecticut, 5% 15jul2027, USD
0.32%
Frequently asked questions about WTMU and SHM
How have the WTMU and SHM ETFs performed in 2026?
As of October 16, 2026, WTMU is down -1.99% year-to-date (YTD), while SHM has returned 0.16%. That puts SHM better performer ahead so far this year.
Which ETF is attracting more investor money: WTMU or SHM?
Year-to-date, the WTMU ETF saw +$3M in flows, compared to +$47M for SHM.
Which ETF is more volatile: WTMU or SHM?
Over the past year, WTMU had a volatility of 2.69%, while SHM experienced 1.43%.
Which ETF is bigger: WTMU or SHM?
As of October 16, 2026, WTMU holds $8.89 M in assets under management (AUM), while SHM manages $3.49 B.
What sectors do the WTMU and SHM ETFs invest in?
WTMU leans toward sectors like Municipal. Meanwhile, SHM focuses on Municipal.
What are the top holdings of the WTMU ETF and SHM ETF?
WTMU top holdings include US882669DJ09, US7352403D38 and US575898DF55. SHM holds in its top three: US84136HCT86, New York Dormitory Authority, 2.5% 1jul1993, USD and US13063ELG97.
Which ETF is more diversified: WTMU or SHM?
WTMU holds 88 securities with 37.77% of its assets in the top 15. SHM has 1087 securities and a top 15 weight of 6.56%.
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Latest news about WTMU & SHM
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