Screener
XRMI vs WTPI
Global X S&P 500 Risk Managed Income ETF vs WisdomTree Equity Premium Income Fund
Key differences
Both XRMI and WTPI are alternative ETFs. XRMI charges 0.60% a year and WTPI 0.44%. 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
| XRMI | WTPI | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.44% |
| Fund size (AUM) | $50M | $479M |
| Since | 2021 | 2016 |
| Dividend yield | 12.62% | 9.67% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +9.2% | +17.4% |
| CAGR 3Y | +6.6% | +13.2% |
| CAGR 5Y | N/A | +9.7% |
| Sharpe 3Y | 0.49 | 0.83 |
| Volatility 1Y | 5.53% | 9.18% |
| Max drawdown | -15.36% | -28.40% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.