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WTPI vs QIG

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

WTPI

WisdomTree Equity Premium Income Fund

Annual cost

0.44%

Fund size

$479M

QIG

WisdomTree U.S. Corporate Bond Fund

Annual cost

0.18%

Fund size

$18M

Key differences

WTPI is an alternative ETF, while QIG is a fixed income ETF. WTPI charges 0.44% a year and QIG 0.18%.

  • WTPI is an alternative fund, while QIG is a fixed income fund. They carry different risk/return profiles.
  • WTPI follows a option income strategy; QIG uses index tracking.
  • QIG costs 0.26% less per year.
  • WTPI is much larger than QIG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, WTPI has delivered higher annualized returns.

Side-by-side comparison

WTPIQIG
Annual cost (TER)0.44%0.18%
Fund size (AUM)$479M$18M
Since20162016
Dividend yield9.67%4.86%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+17.4%+5.6%
CAGR 3Y+13.2%+5.7%
CAGR 5Y+9.7%+0.6%
Sharpe 3Y0.830.37
Volatility 1Y9.18%4.15%
Max drawdown-28.40%-22.92%

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

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