Screener
WTMF vs WTPI
WisdomTree Managed Futures Strategy Fund vs WisdomTree Equity Premium Income Fund
Key differences
Both WTMF and WTPI are alternative ETFs. WTMF charges 0.66% a year and WTPI 0.44%. The main difference: WTMF follows a managed futures strategy; WTPI uses option income.
- WTMF follows a managed futures strategy; WTPI uses option income.
- WTPI costs 0.22% less per year.
- Over the last three years, WTPI has delivered higher annualized returns.
- WTMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTMF | WTPI | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.44% |
| Fund size (AUM) | $235M | $479M |
| Since | 2011 | 2016 |
| Dividend yield | 2.80% | 9.67% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | managed futures | option income |
| CAGR 1Y | +20.2% | +17.4% |
| CAGR 3Y | +9.7% | +13.2% |
| CAGR 5Y | +6.1% | +9.7% |
| Sharpe 3Y | 0.69 | 0.83 |
| Volatility 1Y | 8.93% | 9.18% |
| Max drawdown | -15.62% | -28.40% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.