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WTPI vs HYIN

WisdomTree Equity Premium Income Fund vs WisdomTree Private Credit & Alternative Income Fund

WTPI

WisdomTree Equity Premium Income Fund

Annual cost

0.44%

Fund size

$479M

HYIN

WisdomTree Private Credit & Alternative Income Fund

Annual cost

4.34%

Fund size

$52M

Key differences

WTPI is an alternative ETF, while HYIN is a fixed income ETF. WTPI charges 0.44% a year and HYIN 4.34%.

  • WTPI is an alternative fund, while HYIN is a fixed income fund. They carry different risk/return profiles.
  • WTPI follows a option income strategy; HYIN uses index tracking.
  • WTPI costs 3.90% less per year.
  • WTPI is much larger than HYIN. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, WTPI has delivered higher annualized returns.
  • WTPI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTPIHYIN
Annual cost (TER)0.44%4.34%
Fund size (AUM)$479M$52M
Since20162021
Dividend yield9.67%13.20%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+17.4%-6.5%
CAGR 3Y+13.2%+4.3%
CAGR 5Y+9.7%-0.8%
Sharpe 3Y0.830.12
Volatility 1Y9.18%12.85%
Max drawdown-28.40%-31.10%

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

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