SMTH vs WTBN
ALPS Smith Core Plus Bond ETF vs WisdomTree Bianco Total Return Fund ETF
Which is better, SMTH or WTBN?
Nearly the same fund. SMTH costs less.
SMTH has a lower expense ratio. SMTH led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.98.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SMTH | WTBN |
|---|---|---|
| Expense Ratio | 0.59%Best | 0.60% |
| AUM | $3.7B | $105M |
| Dividend Yield | 4.44% | 4.13% |
| Holdings | 1,902 | 30 |
| YTD Return | -0.73%Best | -2.12% |
| 1Y Return | -0.72%Best | -2.06% |
| 3Y Return (annualized) | +4.17%Best | +2.67% |
| Volatility (annualized) | 4.3%Tie | 4.3%Tie |
| Max Drawdown | -4.7%Best | -5.1% |
| $10,000 over 2.9 years | $10,923Best | $10,794 |
| Fund Family | ALPS Advisors | WisdomTree Investments |
| Category | Fixed Income | Fixed Income |
| Style | High Yield Bond | High Yield Bond |
| Inception | Dec 5, 2023 | Dec 20, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Dec 20, 2023 to Nov 11, 2026 (2.9 years).
SMTH vs WTBN growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.
SMTH vs WTBN Performance
ALPS Smith Core Plus Bond ETF (SMTH) is an ETF from ALPS Advisors and WisdomTree Bianco Total Return Fund ETF (WTBN) is an ETF from WisdomTree Investments. Over the past year SMTH returned -0.72% while WTBN returned -2.06%. Year to date, SMTH is down 0.73% versus a loss of 2.12% for WTBN.
Over three years, SMTH compounded at +4.17% per year against +2.67% for WTBN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SMTH and WTBN have been equally volatile, both at 4.3% annualized.
The deepest peak-to-trough decline in our data was -4.7% for SMTH and -5.1% for WTBN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SMTH charges 0.59% per year while WTBN charges 0.60%. On a $10,000 position that is $59 vs $60 annually, a gap of $1 per year that compounds over a long holding period. On income, SMTH currently yields 4.44% against 4.13% for WTBN.
Holdings Overlap
We hold position weights for 134 holdings in SMTH and 14 in WTBN, totalling 29.7% and 99.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 134 positions we hold weights for in SMTH and 14 in WTBN, against full books of 1,902 and 30.
You are not choosing between two funds in isolation.
Whichever of SMTH and WTBN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SMTH or WTBN?
SMTH has an expense ratio of 0.59% while WTBN charges 0.60%. SMTH is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, SMTH or WTBN?
Over the past year SMTH returned -0.72% vs -2.06% for WTBN, so SMTH leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SMTH or WTBN?
SMTH and WTBN have been equally volatile, both at 4.3% annualized. Worst drawdown: SMTH -4.7% vs WTBN -5.1%.
Should I hold both SMTH and WTBN?
SMTH and WTBN have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, SMTH or WTBN?
SMTH yields 4.44% while WTBN yields 4.13%, so SMTH currently pays the higher dividend yield.
Is WTBN better than SMTH?
SMTH has a lower expense ratio. SMTH led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.