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Screener

WTPI vs GTR

WisdomTree Equity Premium Income Fund vs WisdomTree Target Range Fund

WTPI

WisdomTree Equity Premium Income Fund

Annual cost

0.44%

Fund size

$479M

GTR

WisdomTree Target Range Fund

Annual cost

0.70%

Fund size

$69M

Key differences

Both WTPI and GTR are alternative ETFs. WTPI charges 0.44% a year and GTR 0.70%. The main difference: WTPI costs 0.26% less per year.

  • WTPI costs 0.26% less per year.
  • WTPI is much larger than GTR. 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

WTPIGTR
Annual cost (TER)0.44%0.70%
Fund size (AUM)$479M$69M
Since20162021
Dividend yield9.67%5.30%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+17.4%+18.2%
CAGR 3Y+13.2%+12.3%
CAGR 5Y+9.7%N/A
Sharpe 3Y0.830.82
Volatility 1Y9.18%9.70%
Max drawdown-28.40%-21.44%

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

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