Screener
WTPI vs XRMI
WisdomTree Equity Premium Income Fund vs Global X S&P 500 Risk Managed Income ETF
Key differences
Both WTPI and XRMI are alternative ETFs. WTPI charges 0.44% a year and XRMI 0.60%. The main difference: WTPI costs 0.16% less per year.
- WTPI costs 0.16% less per year.
- WTPI is much larger than XRMI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, WTPI has delivered higher annualized returns.
- WTPI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTPI | XRMI | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.60% |
| Fund size (AUM) | $479M | $50M |
| Since | 2016 | 2021 |
| Dividend yield | 9.67% | 12.62% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +17.4% | +9.2% |
| CAGR 3Y | +13.2% | +6.6% |
| CAGR 5Y | +9.7% | N/A |
| Sharpe 3Y | 0.83 | 0.49 |
| Volatility 1Y | 9.18% | 5.53% |
| Max drawdown | -28.40% | -15.36% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.