Screener
WTPI vs DHS
WisdomTree Equity Premium Income Fund vs WisdomTree U.S. High Dividend Fund
Key differences
WTPI is an alternative ETF, while DHS is an equity ETF. WTPI charges 0.44% a year and DHS 0.38%.
- WTPI is an alternative fund, while DHS is an equity fund. They carry different risk/return profiles.
- WTPI follows a option income strategy; DHS uses index tracking.
- DHS costs 0.06% less per year.
- DHS is much larger than WTPI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DHS has delivered higher annualized returns.
- DHS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTPI | DHS | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.38% |
| Fund size (AUM) | $479M | $1.5B |
| Since | 2016 | 2006 |
| Dividend yield | 9.67% | 3.31% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +17.4% | +23.7% |
| CAGR 3Y | +13.2% | +16.9% |
| CAGR 5Y | +9.7% | +11.4% |
| Sharpe 3Y | 0.83 | 1.02 |
| Volatility 1Y | 9.18% | 10.06% |
| Max drawdown | -28.40% | -37.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.