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WTPI vs DOL

WisdomTree Equity Premium Income Fund vs WisdomTree True Developed International Fund

WTPI

WisdomTree Equity Premium Income Fund

Annual cost

0.44%

Fund size

$479M

DOL

WisdomTree True Developed International Fund

Annual cost

0.48%

Fund size

$829M

Key differences

WTPI is an alternative ETF, while DOL is an equity ETF. WTPI charges 0.44% a year and DOL 0.48%.

  • WTPI is an alternative fund, while DOL is an equity fund. They carry different risk/return profiles.
  • WTPI follows a option income strategy; DOL uses index tracking.
  • WTPI covers North America; DOL covers global markets excluding the US.
  • Over the last three years, DOL has delivered higher annualized returns.
  • DOL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTPIDOL
Annual cost (TER)0.44%0.48%
Fund size (AUM)$479M$829M
Since20162006
Dividend yield9.67%2.44%
Asset classalternativeequity
Regionnorth americaglobal ex us
Strategyoption incomeindex tracking
CAGR 1Y+17.4%+29.1%
CAGR 3Y+13.2%+21.2%
CAGR 5Y+9.7%+12.1%
Sharpe 3Y0.831.15
Volatility 1Y9.18%15.69%
Max drawdown-28.40%-35.99%

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

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