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WTPI vs GDT

WisdomTree Equity Premium Income Fund vs WisdomTree Efficient TIPS Plus Gold Fund

WTPI

WisdomTree Equity Premium Income Fund

Annual cost

0.44%

Fund size

$479M

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

Key differences

WTPI is an alternative ETF, while GDT is a fixed income ETF. WTPI charges 0.44% a year and GDT 0.20%.

  • WTPI is an alternative fund, while GDT is a fixed income fund. They carry different risk/return profiles.
  • WTPI follows a option income strategy; GDT uses active selection.
  • GDT costs 0.24% less per year.
  • WTPI is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • WTPI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTPIGDT
Annual cost (TER)0.44%0.20%
Fund size (AUM)$479M$11M
Since20162026
Dividend yield9.67%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+17.4%N/A
CAGR 3Y+13.2%N/A
CAGR 5Y+9.7%N/A
Sharpe 3Y0.83N/A
Volatility 1Y9.18%
Max drawdown-28.40%-22.61%

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

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