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WTPI vs NTSI

WisdomTree Equity Premium Income Fund vs WisdomTree International Efficient Core Fund

WTPI

WisdomTree Equity Premium Income Fund

Annual cost

0.44%

Fund size

$479M

NTSI

WisdomTree International Efficient Core Fund

Annual cost

0.26%

Fund size

$500M

Key differences

WTPI is an alternative ETF, while NTSI is a mixed asset ETF. WTPI charges 0.44% a year and NTSI 0.26%.

  • WTPI is an alternative fund, while NTSI is a mixed asset fund. They carry different risk/return profiles.
  • WTPI follows a option income strategy; NTSI uses active selection.
  • WTPI covers North America; NTSI covers global markets excluding the US.
  • NTSI costs 0.18% less per year.
  • Over the last three years, NTSI has delivered higher annualized returns.
  • WTPI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTPINTSI
Annual cost (TER)0.44%0.26%
Fund size (AUM)$479M$500M
Since20162021
Dividend yield9.67%3.50%
Asset classalternativemixed asset
Regionnorth americaglobal ex us
Strategyoption incomeactive selection
CAGR 1Y+17.4%+20.2%
CAGR 3Y+13.2%+14.8%
CAGR 5Y+9.7%+5.6%
Sharpe 3Y0.830.76
Volatility 1Y9.18%15.53%
Max drawdown-28.40%-34.01%

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

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