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WTPI vs DDWM

WisdomTree Equity Premium Income Fund vs WisdomTree Dynamic International Equity ETF

WTPI

WisdomTree Equity Premium Income Fund

Annual cost

0.44%

Fund size

$479M

DDWM

WisdomTree Dynamic International Equity ETF

Annual cost

0.40%

Fund size

$1.4B

Key differences

WTPI is an alternative ETF, while DDWM is an equity ETF. WTPI charges 0.44% a year and DDWM 0.40%.

  • WTPI is an alternative fund, while DDWM is an equity fund. They carry different risk/return profiles.
  • WTPI follows a option income strategy; DDWM uses index tracking.
  • WTPI covers North America; DDWM covers global markets excluding the US.
  • Over the last three years, DDWM has delivered higher annualized returns.

Side-by-side comparison

WTPIDDWM
Annual cost (TER)0.44%0.40%
Fund size (AUM)$479M$1.4B
Since20162016
Dividend yield9.67%2.30%
Asset classalternativeequity
Regionnorth americaglobal ex us
Strategyoption incomeindex tracking
CAGR 1Y+17.4%+20.2%
CAGR 3Y+13.2%+18.4%
CAGR 5Y+9.7%+12.4%
Sharpe 3Y0.831.09
Volatility 1Y9.18%13.03%
Max drawdown-28.40%-35.00%

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

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