PUTW Alternatives & Similar Mutual Funds

WisdomTree Equity Premium Income Fund (PUTW) belongs to the Derivative Income category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PUTW. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PUTW

PUTW charges 0.44% annually. No mutual funds in the Derivative Income category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.45%.

Symbol	Name	Expense Ratio	AUM	Inception
USG	USCF Gold Strategy Plus Income Fund	0.45%	—	Nov 2021	PUTW vs USG
JEPIX	JPMorgan Equity Premium Income Fund Class I	0.59%	—	Aug 2018	PUTW vs JEPIX
EQTIX	Shelton Equity Income Fund	0.72%	—	Sep 1996	PUTW vs EQTIX
ENHNX	Cullen Enhanced Equity Income Fund	0.75%	—	Dec 2015	PUTW vs ENHNX
JEPAX	JPMorgan Equity Premium Income Fund Class A	0.85%	—	Aug 2018	PUTW vs JEPAX

Best Risk-Adjusted Alternatives to PUTW

PUTW has a PortfoliosLab risk / return rank of 45. There are 8 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 79.

Symbol	Name	Risk / Return Rank	AUM	Inception
CII	BlackRock Enhanced Large Cap Core Fund	79	—	Apr 2004	PUTW vs CII
SCAUX	Invesco Income Advantage U.S. Fund	63	—	Mar 2006	PUTW vs SCAUX
NIE	Virtus Equity & Convertible Income Fund	62	—	Feb 2007	PUTW vs NIE
TCBIX	The Covered Bridge Fund	58	—	Sep 2013	PUTW vs TCBIX
BMCIX	BlackRock High Equity Income Fund	54	—	Apr 1998	PUTW vs BMCIX

Top Performing PUTW Alternatives (YTD)

PUTW is at 3.16% YTD. There are 15 mutual funds in the Derivative Income category with higher YTD returns, going as high as 14.92%.

Symbol	Name	YTD Return	AUM	Inception
CLPAX	Catalyst Nasdaq-100 Hedged Equity Fund	14.92%	—	Dec 2013	PUTW vs CLPAX
ECAT	BlackRock ESG Capital Allocation Term Trust	11.26%	—	Sep 2021	PUTW vs ECAT
NIE	Virtus Equity & Convertible Income Fund	9.78%	—	Feb 2007	PUTW vs NIE
GIDHX	Goldman Sachs International Equity Dividend and Pr...	9.38%	—	Jan 2008	PUTW vs GIDHX
BMCIX	BlackRock High Equity Income Fund	9.23%	—	Apr 1998	PUTW vs BMCIX

Lowest Volatility Alternatives to PUTW

PUTW has 9.33% 1-year volatility. There are 5 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.72%.

Symbol	Name	Volatility 1Y	AUM	Inception
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.72%	—	Aug 2018	PUTW vs JEPIX
TCBIX	The Covered Bridge Fund	8.77%	—	Sep 2013	PUTW vs TCBIX
JEPAX	JPMorgan Equity Premium Income Fund Class A	8.78%	—	Aug 2018	PUTW vs JEPAX
SCJIX	Crossmark Steward Covered Call Income Fund	8.81%	—	Dec 2017	PUTW vs SCJIX
MENYX	Madison Covered Call & Equity Income Fund	9.32%	—	Oct 2009	PUTW vs MENYX

Lowest Drawdown Alternatives to PUTW

PUTW has a 1-year max drawdown of -7.15%. There are 5 mutual funds in the Derivative Income category with shallower 1-year drawdowns, going as shallow as -5.26%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
TCBIX	The Covered Bridge Fund	-5.26%	—	Sep 2013	PUTW vs TCBIX
MENYX	Madison Covered Call & Equity Income Fund	-6.31%	—	Oct 2009	PUTW vs MENYX
ENHNX	Cullen Enhanced Equity Income Fund	-6.34%	—	Dec 2015	PUTW vs ENHNX
SCAUX	Invesco Income Advantage U.S. Fund	-7.05%	—	Mar 2006	PUTW vs SCAUX
EQTIX	Shelton Equity Income Fund	-7.10%	—	Sep 1996	PUTW vs EQTIX

Other Mutual Funds from WisdomTree

The 1 most viewed WisdomTree mutual funds shown here include WTLS and span 1 categories. AUM among these funds goes as high as $12M.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
WTLS	WisdomTree Efficient Long/Short US Equity Fund	Long-Short	—	—	11.94M	Jan 2026	PUTW vs WTLS

Often Compared With PUTW

Investors most often compare PUTW with SPY, WTPI, JEPI. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	PUTW vs SPY
WTPI	WisdomTree Equity Premium Income Fund	Derivative Income	55	3.16%	489.23M	Feb 2016	PUTW vs WTPI
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	27	0.91%	44.26B	May 2020	PUTW vs JEPI
XYLD	Global X S&P 500 Covered Call ETF	Derivative Income, S&P 500	78	4.54%	3.19B	Jun 2013	PUTW vs XYLD
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	PUTW vs VOO
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Intermediate Core Bond	34	0.65%	950.26M	Jul 2015	PUTW vs AGGY
QYLD	Global X NASDAQ 100 Covered Call ETF	Nasdaq-100, Derivative Income	84	7.89%	8.44B	Dec 2013	PUTW vs QYLD
ADME	Aptus Drawdown Managed Equity ETF	Hedge Fund	51	7.37%	243.07M	Jun 2016	PUTW vs ADME
^GSPC	S&P 500 Index		61	7.60%	—	—	PUTW vs ^GSPC
MOGAX	MassMutual 60/40 Allocation Fund	Diversified Portfolio	—	—	—	Jun 2011	PUTW vs MOGAX
NBOS	Neuberger Berman Option Strategy ETF	Options Trading	78	5.59%	445.09M	Sep 2016	PUTW vs NBOS
DIVO	Amplify CWP Enhanced Dividend Income ETF	Derivative Income	60	5.40%	7.20B	Dec 2016	PUTW vs DIVO
BUYW	Main Buywrite ETF	Derivative Income	77	3.75%	1.23B	Dec 2015	PUTW vs BUYW
CVRD	Madison Covered Call ETF	Large Cap Blend Equities	17	-1.00%	47.68M	Aug 2023	PUTW vs CVRD
SPTM	SPDR Portfolio S&P 1500 Composite Stock Market ETF	Large Cap Blend Equities	61	8.72%	13.55B	Oct 2000	PUTW vs SPTM
PRFD	PIMCO Preferred And Capital Securities Active Exch...	Preferred Stock/Convertible Bonds	67	1.77%	219.37M	Jan 2023	PUTW vs PRFD
GAUG	FT Cboe Vest U.S. Equity Moderate Buffer ETF - Aug...	Options Trading	81	4.89%	296.57M	Aug 2023	PUTW vs GAUG
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	75	9.19%	41.89B	Jun 2014	PUTW vs DGRO
QYLG	Global X Nasdaq 100 Covered Call & Growth ETF	Nasdaq-100, Derivative Income	71	12.38%	157.81M	Sep 2020	PUTW vs QYLG
POCT	Innovator U.S. Equity Power Buffer ETF October	Defined Outcome	74	4.83%	969.70M	Sep 2018	PUTW vs POCT

Compare PUTW with Any Fund or Stock

Compare PUTW with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair PUTW with funds that move differently

WisdomTree Equity Premium Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PUTW.

Explore PUTW Diversifiers

WisdomTree Equity Premium Income Fund (PUTW) Alternatives