Screener
WTPI vs NTSX
WisdomTree Equity Premium Income Fund vs WisdomTree U.S. Efficient Core Fund
Key differences
WTPI is an alternative ETF, while NTSX is an equity ETF. WTPI charges 0.44% a year and NTSX 0.20%.
- WTPI is an alternative fund, while NTSX is an equity fund. They carry different risk/return profiles.
- WTPI follows a option income strategy; NTSX uses active selection.
- NTSX costs 0.24% less per year.
- Over the last three years, NTSX has delivered higher annualized returns.
Side-by-side comparison
| WTPI | NTSX | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.20% |
| Fund size (AUM) | $479M | $1.4B |
| Since | 2016 | 2018 |
| Dividend yield | 9.67% | 1.07% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +17.4% | +22.4% |
| CAGR 3Y | +13.2% | +19.2% |
| CAGR 5Y | +9.7% | +9.4% |
| Sharpe 3Y | 0.83 | 1.00 |
| Volatility 1Y | 9.18% | 12.92% |
| Max drawdown | -28.40% | -31.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.