Screener
WTPI vs GDE
WisdomTree Equity Premium Income Fund vs WisdomTree Efficient Gold Plus Equity Strategy Fund
Key differences
WTPI is an alternative ETF, while GDE is a mixed asset ETF. WTPI charges 0.44% a year and GDE 0.20%.
- WTPI is an alternative fund, while GDE is a mixed asset fund. They carry different risk/return profiles.
- WTPI follows a option income strategy; GDE uses active selection.
- GDE costs 0.24% less per year.
- Over the last three years, GDE has delivered higher annualized returns.
- WTPI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTPI | GDE | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.20% |
| Fund size (AUM) | $479M | $595M |
| Since | 2016 | 2022 |
| Dividend yield | 9.67% | 3.83% |
| Asset class | alternative | mixed asset |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +17.4% | +43.2% |
| CAGR 3Y | +13.2% | +44.0% |
| CAGR 5Y | +9.7% | N/A |
| Sharpe 3Y | 0.83 | 1.43 |
| Volatility 1Y | 9.18% | 29.88% |
| Max drawdown | -28.40% | -32.01% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.