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WTPI vs SPIN

WisdomTree Equity Premium Income Fund vs State Street US Equity Premium Income ETF

WTPI

WisdomTree Equity Premium Income Fund

Annual cost

0.44%

Fund size

$479M

SPIN

State Street US Equity Premium Income ETF

Annual cost

0.25%

Fund size

$47M

Key differences

Both WTPI and SPIN are alternative ETFs. WTPI charges 0.44% a year and SPIN 0.25%. The main difference: SPIN costs 0.19% less per year.

  • SPIN costs 0.19% less per year.
  • WTPI is much larger than SPIN. Larger funds are usually more liquid and less likely to close.
  • WTPI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTPISPIN
Annual cost (TER)0.44%0.25%
Fund size (AUM)$479M$47M
Since20162024
Dividend yield9.67%6.42%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+17.4%+15.8%
CAGR 3Y+13.2%N/A
CAGR 5Y+9.7%N/A
Sharpe 3Y0.83N/A
Volatility 1Y9.18%10.89%
Max drawdown-28.40%-16.85%

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

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