Screener
GTR vs WTPI
WisdomTree Target Range Fund vs WisdomTree Equity Premium Income Fund
Key differences
Both GTR and WTPI are alternative ETFs. GTR charges 0.70% a year and WTPI 0.44%. The main difference: WTPI costs 0.26% less per year.
- WTPI costs 0.26% less per year.
- WTPI is much larger than GTR. Larger funds are usually more liquid and less likely to close.
- WTPI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GTR | WTPI | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.44% |
| Fund size (AUM) | $69M | $479M |
| Since | 2021 | 2016 |
| Dividend yield | 5.30% | 9.67% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +18.2% | +17.4% |
| CAGR 3Y | +12.3% | +13.2% |
| CAGR 5Y | N/A | +9.7% |
| Sharpe 3Y | 0.82 | 0.83 |
| Volatility 1Y | 9.70% | 9.18% |
| Max drawdown | -21.44% | -28.40% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.