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 | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 0.45% | — | Nov 2021 | PUTW vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.59% | — | Aug 2018 | PUTW vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | — | Sep 1996 | PUTW vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | — | Dec 2015 | PUTW vs ENHNX | |
| JPMorgan Equity Premium Income Fund Class A | 0.85% | — | Aug 2018 | PUTW vs JEPAX |
Best Risk-Adjusted Alternatives to PUTW
Among 24 mutual funds in the Derivative Income category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 86 | — | Apr 2004 | PUTW vs CII | |
| The Covered Bridge Fund | 70 | — | Sep 2013 | PUTW vs TCBIX | |
| BlackRock High Equity Income Fund | 70 | — | Apr 1998 | PUTW vs BMCIX | |
| Virtus Equity & Convertible Income Fund | 69 | — | Feb 2007 | PUTW vs NIE | |
| Invesco Income Advantage U.S. Fund | 68 | — | Mar 2006 | PUTW vs SCAUX |
Top Performing PUTW Alternatives (YTD)
Among 24 mutual funds in the Derivative Income category with YTD return data, the top-performing alternatives shown here go as high as 14.87%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | 14.87% | — | Sep 2021 | PUTW vs ECAT | |
| BlackRock Enhanced Large Cap Core Fund | 11.66% | — | Apr 2004 | PUTW vs CII | |
| BlackRock High Equity Income Fund | 11.56% | — | Apr 1998 | PUTW vs BMCIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 11.43% | — | Jan 2007 | PUTW vs QQQX | |
| BlackRock High Equity Income Fund Class A | 11.42% | — | May 1998 | PUTW vs BMEAX |
Lowest Volatility Alternatives to PUTW
Among 24 mutual funds in the Derivative Income category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 8.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | PUTW vs JEPIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.76% | — | Aug 2018 | PUTW vs JEPAX | |
| The Covered Bridge Fund | 8.78% | — | Sep 2013 | PUTW vs TCBIX | |
| Crossmark Steward Covered Call Income Fund | 8.87% | — | Dec 2017 | PUTW vs SCJIX | |
| Madison Covered Call & Equity Income Fund | 9.51% | — | Oct 2009 | PUTW vs MENYX |
Lowest Drawdown Alternatives to PUTW
Among 24 mutual funds in the Derivative Income category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -5.26%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | -5.26% | — | Sep 2013 | PUTW vs TCBIX | |
| Cullen Enhanced Equity Income Fund | -6.34% | — | Dec 2015 | PUTW vs ENHNX | |
| Invesco Income Advantage U.S. Fund | -7.05% | — | Mar 2006 | PUTW vs SCAUX | |
| Shelton Equity Income Fund | -7.10% | — | Sep 1996 | PUTW vs EQTIX | |
| JPMorgan Equity Premium Income Fund Class I | -7.41% | — | Aug 2018 | PUTW vs JEPIX |
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 | |
|---|---|---|---|---|---|---|---|
| WisdomTree Efficient Long/Short US Equity Fund | Long-Short | — | — | 12.26M | 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.
Compare PUTW with Any Fund or Stock
Compare PUTW with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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