Screener
WTPI vs WTMF
WisdomTree Equity Premium Income Fund vs WisdomTree Managed Futures Strategy Fund
Key differences
Both WTPI and WTMF are alternative ETFs. WTPI charges 0.44% a year and WTMF 0.66%. The main difference: WTPI follows a option income strategy; WTMF uses managed futures.
- WTPI follows a option income strategy; WTMF uses managed futures.
- WTPI costs 0.22% less per year.
- Over the last three years, WTPI has delivered higher annualized returns.
- WTMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTPI | WTMF | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.66% |
| Fund size (AUM) | $479M | $235M |
| Since | 2016 | 2011 |
| Dividend yield | 9.67% | 2.80% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | managed futures |
| CAGR 1Y | +17.4% | +20.2% |
| CAGR 3Y | +13.2% | +9.7% |
| CAGR 5Y | +9.7% | +6.1% |
| Sharpe 3Y | 0.83 | 0.69 |
| Volatility 1Y | 9.18% | 8.93% |
| Max drawdown | -28.40% | -15.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.