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WTPI vs USSH

WisdomTree Equity Premium Income Fund vs Wisdomtree 1-3 Year Laddered Treasury Fund ETF

WTPI

WisdomTree Equity Premium Income Fund

Annual cost

0.44%

Fund size

$479M

USSH

Wisdomtree 1-3 Year Laddered Treasury Fund ETF

Annual cost

0.15%

Fund size

$23M

Key differences

WTPI is an alternative ETF, while USSH is a fixed income ETF. WTPI charges 0.44% a year and USSH 0.15%.

  • WTPI is an alternative fund, while USSH is a fixed income fund. They carry different risk/return profiles.
  • WTPI follows a option income strategy; USSH uses index tracking.
  • USSH costs 0.29% less per year.
  • WTPI is much larger than USSH. 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

WTPIUSSH
Annual cost (TER)0.44%0.15%
Fund size (AUM)$479M$23M
Since20162024
Dividend yield9.67%3.55%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+17.4%+3.2%
CAGR 3Y+13.2%N/A
CAGR 5Y+9.7%N/A
Sharpe 3Y0.83N/A
Volatility 1Y9.18%1.28%
Max drawdown-28.40%-1.01%

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

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