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WTPI vs ALTY

WisdomTree Equity Premium Income Fund vs Global X Alternative Income ETF

WTPI

WisdomTree Equity Premium Income Fund

Annual cost

0.44%

Fund size

$479M

ALTY

Global X Alternative Income ETF

Annual cost

0.50%

Fund size

$44M

Key differences

Both WTPI and ALTY are alternative ETFs. WTPI charges 0.44% a year and ALTY 0.50%. The main difference: WTPI costs 0.06% less per year.

  • WTPI costs 0.06% less per year.
  • WTPI is much larger than ALTY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, WTPI has delivered higher annualized returns.

Side-by-side comparison

WTPIALTY
Annual cost (TER)0.44%0.50%
Fund size (AUM)$479M$44M
Since20162015
Dividend yield9.67%7.37%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+17.4%+15.4%
CAGR 3Y+13.2%+11.5%
CAGR 5Y+9.7%+5.5%
Sharpe 3Y0.830.87
Volatility 1Y9.18%5.82%
Max drawdown-28.40%-51.47%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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