CSCA.L vs. WTPI
CSCA.L (iShares MSCI Canada UCITS ETF (USD Accumulating)) and WTPI (WisdomTree Equity Premium Income Fund) are both exchange-traded funds - CSCA.L is a Canada Equities fund tracking the MSCI Canada Index, while WTPI is a Derivative Income fund tracking the Volos U.S. Large Cap Target 2.5% PutWrite Index. Both are passively managed. Over the past 10 years, CSCA.L returned 10.67%/yr vs 7.81%/yr for WTPI. At a 0.34 correlation, their price movements are largely independent. CSCA.L charges 0.48%/yr vs 0.44%/yr for WTPI.
Performance
CSCA.L vs. WTPI - Performance Comparison
Loading charts...
Different Trading Currencies
CSCA.L is traded in GBp, while WTPI is traded in USD. To make them comparable, the WTPI values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, CSCA.L achieves a 9.75% return, which is significantly higher than WTPI's 5.25% return. Over the past 10 years, CSCA.L has outperformed WTPI with an annualized return of 10.67%, while WTPI has yielded a comparatively lower 7.81% annualized return.
CSCA.L
- 1D
- 0.06%
- 1M
- 0.95%
- 6M
- 7.73%
- YTD
- 9.75%
- 1Y
- 28.15%
- 3Y*
- 18.57%
- 5Y*
- 12.63%
- 10Y*
- 10.67%
- ALL TIME*
- 5.02%
WTPI
- 1D
- 0.68%
- 1M
- -1.30%
- 6M
- 4.68%
- YTD
- 5.25%
- 1Y
- 15.14%
- 3Y*
- 10.92%
- 5Y*
- 10.05%
- 10Y*
- 7.81%
- ALL TIME*
- 8.91%
CSCA.L vs. WTPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSCA.L iShares MSCI Canada UCITS ETF (USD Accumulating) | 9.75% | 27.37% | 14.01% | 7.76% | -1.83% | 25.85% | 2.37% | 21.81% | -12.31% | 5.15% |
WTPI WisdomTree Equity Premium Income Fund | 5.25% | 6.30% | 19.22% | 9.76% | 0.58% | 22.08% | -1.34% | 9.23% | -1.65% | 0.57% |
Correlation
The correlation between CSCA.L and WTPI is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2016 | 0.34 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CSCA.L vs. WTPI — Risk / Return Rank
CSCA.L
WTPI
CSCA.L vs. WTPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Canada UCITS ETF (USD Accumulating) (CSCA.L) and WisdomTree Equity Premium Income Fund (WTPI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSCA.L | WTPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.93 | ||
| Sortino ratioReturn per unit of downside risk | +1.35 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.30 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 4.00 | 3.22 | +0.78 |
| Martin ratioReturn relative to average drawdown | 15.87 | 11.57 | +4.30 |
Loading charts...
Drawdowns
CSCA.L vs. WTPI - Drawdown Comparison
The maximum CSCA.L drawdown since its inception was -51.79%, which is greater than WTPI's maximum drawdown of -24.19%. Use the drawdown chart below to compare losses from any high point for CSCA.L and WTPI.
Loading charts...
Drawdown Indicators
| CSCA.L | WTPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.79% | -24.19% | -27.60% |
Max Drawdown (1Y)Largest decline over 1 year | -7.01% | -4.73% | -2.28% |
Max Drawdown (3Y)Largest decline over 3 years | -20.19% | -17.43% | -2.76% |
Max Drawdown (5Y)Largest decline over 5 years | -20.19% | -17.43% | -2.76% |
Max Drawdown (10Y)Largest decline over 10 years | -33.68% | -24.19% | -9.49% |
Current DrawdownCurrent decline from peak | -0.53% | -1.30% | +0.77% |
Average DrawdownAverage peak-to-trough decline | -19.06% | -4.13% | -14.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 1.31% | +0.46% |
Volatility
CSCA.L vs. WTPI - Volatility Comparison
iShares MSCI Canada UCITS ETF (USD Accumulating) (CSCA.L) has a higher volatility of 3.10% compared to WisdomTree Equity Premium Income Fund (WTPI) at 1.85%. This indicates that CSCA.L's price experiences larger fluctuations and is considered to be riskier than WTPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CSCA.L | WTPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.10% | 1.85% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 8.12% | 7.58% | +0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.34% | 9.84% | +1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.62% | 12.53% | +7.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 14.49% | +4.14% |
CSCA.L vs. WTPI - Expense Ratio Comparison
CSCA.L has a 0.48% expense ratio, which is higher than WTPI's 0.44% expense ratio.
Dividends
CSCA.L vs. WTPI - Dividend Comparison
CSCA.L has not paid dividends to shareholders, while WTPI's dividend yield for the trailing twelve months is around 12.18%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
CSCA.L iShares MSCI Canada UCITS ETF (USD Accumulating) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTPI WisdomTree Equity Premium Income Fund | 12.18% | 13.18% | 11.99% | 8.94% | 3.27% | 0.00% | 1.43% | 1.47% | 6.46% | 3.52% | 2.27% |
Frequently Asked Questions
CSCA.L and WTPI have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTPI is cheaper at 0.44% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTPI is cheaper with a 0.44% expense ratio, compared with 0.48% for CSCA.L.
CSCA.L is categorized as Canada Equities, while WTPI is Derivative Income. CSCA.L tracks MSCI Canada Index, while WTPI tracks Volos U.S. Large Cap Target 2.5% PutWrite Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.48% for CSCA.L and 0.44% for WTPI.
Find the right allocation for CSCA.L and WTPI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer