WTMF ranks 2nd and MATE 12th of 14 funds in the Managed Futures Category.
MATE vs WTMF
WTMF −0.31pt a year
0.97%0.66%
WTMF 2.8×the volume
12.8K35.5K
MATE vs WTMF Performance
+20.3%+12.4%
- MATE 0.97%
- WTMF 0.66%, better
- MATE $40M
- WTMF $264M
- MATE
- WTMF +13.5%
- MATE
- WTMF 7.87%
- MATE 20
- WTMF 27
- MATE 12.8K sh
- WTMF 35.5K sh, better
- MATE $31.07
- WTMF $39.66
ETF.net Grade
| Pillar | MATE | WTMF |
|---|---|---|
| Cost | F20 | A90Higher |
| Mission | ||
| Risk | D34 | A72Higher |
| Tradability | D38 | C51Higher |
| Holdings | D36 | |
| Durability | F22 | A80Higher |
Rank among Managed Futures funds
Same Category. MATE and WTMF are both graded against the same 14 Managed Futures funds, so their Grades compare head to head.
Our read on each fund
MATED
WTMFA
In short
WTMF A managed futures veteran. Trading since 2011, WTMF takes rules-based long and short positions across commodity, currency, equity and rate futures, aiming for returns with limited direct link to stocks or bonds.
Stated mandate
WTMF The Fund seeks positive total returns in rising or falling markets with limited direct correlation to broad equity or fixed-income returns. It uses a quantitative, rules-based approach with long and short futures positions across commodity, currency, equity, and interest-rate markets.
Why people hold it
Worth knowing
MATE vs WTMF Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
MATE vs WTMF Cost
Overpaying MATE vs WTMF
$5,302
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
MATE 0.97%
$18,198
WTMF 0.66%
$12,896
Cost over time
Year by year
| Year | MATE | WTMF | Overpaying |
|---|---|---|---|
| 10 | $1,712 | $1,180 | $532 |
| 20 | $6,443 | $4,504 | $1,939 |
| 30 | $18,198 | $12,896 | $5,302 |
- 0.97%MATE
- 0.66%WTMF, cheaper
- Middle half of Managed Futures funds
- Median 0.85%
WTMF 3rd cheapest of 14 funds
MATE 10th cheapest of 14 funds
MATE vs WTMF Dividends
- MATE
- WTMF 7.87%
- MATE None
- WTMF $3.14
- MATE
- WTMF $2.81
- MATE
- WTMF Oct 27, 2026
- MATE
- WTMF Oct 29, 2026
- MATE
- WTMF Annual
Distribution history
MATE vs WTMF Risk
Fall from peak · 5 years
Risk facts
- Volatility
- MATE WTMF 6.4%
- Return per unit of risk
- MATE WTMF 0.98
- Worst fall
- MATE WTMF −13.2%
- Market sensitivity
- MATE 1.21WTMF 0.29
MATE and WTMF in the news
Popular comparisons
- 0.97% · 0.65%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.66% · 0.65%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.97% · 0.80%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.66% · 0.80%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.97% · 0.80%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.66% · 0.80%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.



