Screener
WTPI vs DEW
WisdomTree Equity Premium Income Fund vs WisdomTree Global High Dividend Fund
Key differences
WTPI is an alternative ETF, while DEW is an equity ETF. WTPI charges 0.44% a year and DEW 0.58%.
- WTPI is an alternative fund, while DEW is an equity fund. They carry different risk/return profiles.
- WTPI follows a option income strategy; DEW uses index tracking.
- WTPI covers North America; DEW covers global markets.
- WTPI costs 0.14% less per year.
- WTPI is much larger than DEW. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DEW has delivered higher annualized returns.
- DEW has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTPI | DEW | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.58% |
| Fund size (AUM) | $479M | $141M |
| Since | 2016 | 2006 |
| Dividend yield | 9.67% | 3.20% |
| Asset class | alternative | equity |
| Region | north america | global |
| Strategy | option income | index tracking |
| CAGR 1Y | +17.4% | +26.8% |
| CAGR 3Y | +13.2% | +19.3% |
| CAGR 5Y | +9.7% | +11.2% |
| Sharpe 3Y | 0.83 | 1.28 |
| Volatility 1Y | 9.18% | 9.70% |
| Max drawdown | -28.40% | -38.77% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.