WisdomTree Equity Premium Income Fund (PUTW) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to PUTW

PUTW charges 0.44% annually. Among mutual funds in the Derivative Income category, these options have the lowest expense ratios among PUTW alternatives.

Symbol	Name	Expense Ratio	Inception
USG	USCF Gold Strategy Plus Income Fund	0.45%	Nov 2, 2021	PUTW vs USG
JEPIX	JPMorgan Equity Premium Income Fund Class I	0.63%	Aug 31, 2018	PUTW vs JEPIX
EQTIX	Shelton Equity Income Fund	0.72%	Sep 3, 1996	PUTW vs EQTIX
ENHNX	Cullen Enhanced Equity Income Fund	0.75%	Dec 14, 2015	PUTW vs ENHNX
BMCIX	BlackRock High Equity Income Fund	0.85%	Apr 30, 1998	PUTW vs BMCIX

Best Risk-Adjusted Alternatives to PUTW

Among mutual funds in the Derivative Income category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
CII	BlackRock Enhanced Large Cap Core Fund	89	Apr 27, 2004	PUTW vs CII
USG	USCF Gold Strategy Plus Income Fund	83	Nov 2, 2021	PUTW vs USG
GIDHX	Goldman Sachs International Equity Dividend and Pr...	78	Jan 30, 2008	PUTW vs GIDHX
NIE	Virtus Equity & Convertible Income Fund	57	Feb 27, 2007	PUTW vs NIE
MENYX	Madison Covered Call & Equity Income Fund	50	Oct 29, 2009	PUTW vs MENYX

Top Performing PUTW Alternatives (YTD)

PUTW alternatives from the Derivative Income category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
USG	USCF Gold Strategy Plus Income Fund	6.85%	Nov 2, 2021	PUTW vs USG
MENYX	Madison Covered Call & Equity Income Fund	4.35%	Oct 29, 2009	PUTW vs MENYX
ENHNX	Cullen Enhanced Equity Income Fund	3.20%	Dec 14, 2015	PUTW vs ENHNX
GIDHX	Goldman Sachs International Equity Dividend and Pr...	1.85%	Jan 30, 2008	PUTW vs GIDHX
TCBIX	The Covered Bridge Fund	0.83%	Sep 30, 2013	PUTW vs TCBIX

Lowest Volatility Alternatives to PUTW

PUTW alternatives from the Derivative Income category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
TCBIX	The Covered Bridge Fund	13.05%	Sep 30, 2013	PUTW vs TCBIX
JEPAX	JPMorgan Equity Premium Income Fund Class A	13.68%	Aug 31, 2018	PUTW vs JEPAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	13.70%	Aug 31, 2018	PUTW vs JEPIX
ENHNX	Cullen Enhanced Equity Income Fund	13.94%	Dec 14, 2015	PUTW vs ENHNX
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	14.28%	Sep 10, 2017	PUTW vs KNGLX

Lowest Drawdown Alternatives to PUTW

PUTW alternatives from the Derivative Income category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
TCBIX	The Covered Bridge Fund	-10.24%	Sep 30, 2013	PUTW vs TCBIX
GIDHX	Goldman Sachs International Equity Dividend and Pr...	-10.38%	Jan 30, 2008	PUTW vs GIDHX
EQTIX	Shelton Equity Income Fund	-10.43%	Sep 3, 1996	PUTW vs EQTIX
JEPAX	JPMorgan Equity Premium Income Fund Class A	-10.43%	Aug 31, 2018	PUTW vs JEPAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	-10.49%	Aug 31, 2018	PUTW vs JEPIX

Other Mutual Funds from WisdomTree

Most popular WisdomTree mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
WTLS	WisdomTree Efficient Long/Short US Equity Fund	Long-Short	—	—	Jan 20, 2026	PUTW vs WTLS

Often Compared With PUTW

What investors most often compare with PUTW, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	PUTW vs SPY
WTPI	WisdomTree Equity Premium Income Fund	Derivative Income	71	-1.66%	Feb 24, 2016	PUTW vs WTPI
JEPI	JPMorgan Equity Premium Income ETF	Actively Managed, Dividend, Derivative Income	39	0.20%	May 20, 2020	PUTW vs JEPI
XYLD	Global X S&P 500 Covered Call ETF	Derivative Income, S&P 500	56	-1.04%	Jun 24, 2013	PUTW vs XYLD
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	PUTW vs VOO
QYLD	Global X NASDAQ 100 Covered Call ETF	Derivative Income	72	0.02%	Dec 12, 2013	PUTW vs QYLD
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Intermediate Core Bond	54	-0.29%	Jul 9, 2015	PUTW vs AGGY
^GSPC	S&P 500 Index		74	-4.63%	—	PUTW vs ^GSPC
ADME	Aptus Drawdown Managed Equity ETF	Hedge Fund	52	-3.52%	Jun 8, 2016	PUTW vs ADME
DIVO	Amplify CWP Enhanced Dividend Income ETF	Derivative Income	80	2.01%	Dec 13, 2016	PUTW vs DIVO
MOGAX	MassMutual 60/40 Allocation Fund	Diversified Portfolio	—	—	Jun 19, 2011	PUTW vs MOGAX
NBOS	Neuberger Berman Option Strategy ETF	Options Trading	68	0.16%	Sep 16, 2016	PUTW vs NBOS
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	69	1.57%	Jun 10, 2014	PUTW vs DGRO
SPTM	SPDR Portfolio S&P 1500 Composite Stock Market ETF	Large Cap Blend Equities	64	-3.88%	Oct 4, 2000	PUTW vs SPTM
BUYW	Main Buywrite ETF	Derivative Income	56	-0.19%	Dec 29, 2015	PUTW vs BUYW
CVRD	Madison Covered Call ETF	Large Cap Blend Equities	35	-1.23%	Aug 21, 2023	PUTW vs CVRD
PRFD	PIMCO Preferred And Capital Securities Active Exch...	Preferred Stock/Convertible Bonds	78	-0.68%	Jan 18, 2023	PUTW vs PRFD
GAUG	FT Cboe Vest U.S. Equity Moderate Buffer ETF - Aug...	Options Trading	71	-1.41%	Aug 17, 2023	PUTW vs GAUG
QYLG	Global X Nasdaq 100 Covered Call & Growth ETF	Large Cap Growth Equities	72	-3.06%	Sep 18, 2020	PUTW vs QYLG
POCT	Innovator U.S. Equity Power Buffer ETF October	Defined Outcome	68	-1.84%	Sep 28, 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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WisdomTree Equity Premium Income Fund

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