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WTPI vs QHY

WisdomTree Equity Premium Income Fund vs WisdomTree U.S. High Yield Corporate Bond Fund

WTPI

WisdomTree Equity Premium Income Fund

Annual cost

0.44%

Fund size

$479M

QHY

WisdomTree U.S. High Yield Corporate Bond Fund

Annual cost

0.38%

Fund size

$239M

Key differences

WTPI is an alternative ETF, while QHY is a fixed income ETF. WTPI charges 0.44% a year and QHY 0.38%.

  • WTPI is an alternative fund, while QHY is a fixed income fund. They carry different risk/return profiles.
  • WTPI follows a option income strategy; QHY uses index tracking.
  • QHY costs 0.06% less per year.
  • Over the last three years, WTPI has delivered higher annualized returns.

Side-by-side comparison

WTPIQHY
Annual cost (TER)0.44%0.38%
Fund size (AUM)$479M$239M
Since20162016
Dividend yield9.67%6.25%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+17.4%+7.0%
CAGR 3Y+13.2%+8.4%
CAGR 5Y+9.7%+3.3%
Sharpe 3Y0.830.85
Volatility 1Y9.18%3.68%
Max drawdown-28.40%-22.74%

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

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