KMLM vs. WTBN ETF Comparison
Comparison of KFA Mount Lucas Index Strategy ETF (KMLM) to WisdomTree Bianco Total Return Fund (WTBN)
KMLM
KFA Mount Lucas Index Strategy ETF
KMLM Description
The investment seeks to provide a total return that, before fees and expenses, exceeds that of the KFA MLM Index over a complete market cycle. The fund seeks to achieve its goal by investing under normal circumstances in commodity, currency, and global fixed income futures contracts traded on U.S. and foreign exchanges that are the same as or similar to those included in the index and debt instruments. The index is a modified version of the MLM Index, which is an index constructed of a portfolio of commodity, currency, and global fixed income futures contracts traded on U.S. and foreign exchanges using a trend following methodology. It is non-diversified.
Grade (RS Rating)
Last Trade
$29.57
Average Daily Volume
85,647
1
WTBN
WisdomTree Bianco Total Return Fund
WTBN Description
Under normal circumstances, the fund primarily invests in the constituent exchange-traded funds ("ETF") of the index. The index, created by Bianco Research Advisors LLC, is composed of approximately 5 to 20 fixed income ETFs that are specifically selected and weighted using a modified market-capitalization weighting scheme to achieve specified factor exposures.Grade (RS Rating)
Last Trade
$25.88
Average Daily Volume
2,308
10
Performance
| Period | KMLM | WTBN |
|---|---|---|
| 30 Days | -0.08% | 1.31% |
| 60 Days | -0.59% | 3.82% |
| 90 Days | 2.48% | 4.33% |
| 12 Months | -8.18% |
1 Overlapping Holdings
| Symbol | Grade | Weight in KMLM | Weight in WTBN | Overlap | |
|---|---|---|---|---|---|
| SCHO | A | 51.37% | 10.68% | 10.68% |
KMLM Overweight 0 Positions Relative to WTBN
| Symbol | Grade | Weight |
|---|
KMLM: Top Represented Industries & Keywords
WTBN: Top Represented Industries & Keywords
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