PUTW vs. CLPAX
Compare and contrast key facts about WisdomTree Equity Premium Income Fund (PUTW) and Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX).
PUTW is a passively managed fund by WisdomTree that tracks the performance of the Volos U.S. Large Cap Target 2.5% PutWrite Index. It was launched on Feb 24, 2016. CLPAX is managed by Catalyst Mutual Funds. It was launched on Dec 30, 2013.
Performance
PUTW vs. CLPAX - Performance Comparison
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Returns By Period
In the year-to-date period, PUTW achieves a -1.32% return, which is significantly higher than CLPAX's -5.57% return. Over the past 10 years, PUTW has outperformed CLPAX with an annualized return of 7.85%, while CLPAX has yielded a comparatively lower 5.57% annualized return.
PUTW
- 1D
- 0.34%
- 1M
- -2.97%
- YTD
- -1.32%
- 6M
- 2.19%
- 1Y
- 26.28%
- 3Y*
- 12.93%
- 5Y*
- 9.45%
- 10Y*
- 7.85%
CLPAX
- 1D
- 0.00%
- 1M
- -5.00%
- YTD
- -5.57%
- 6M
- -5.69%
- 1Y
- 23.34%
- 3Y*
- 11.80%
- 5Y*
- 4.97%
- 10Y*
- 5.57%
PUTW vs. CLPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PUTW WisdomTree Equity Premium Income Fund | -1.32% | 14.45% | 17.18% | 15.53% | -10.11% | 20.94% | 1.65% | 13.55% | -7.16% | 10.09% |
CLPAX Catalyst Nasdaq-100 Hedged Equity Fund | -5.57% | 12.32% | 11.42% | 35.92% | -30.54% | 13.11% | 5.25% | 19.41% | -3.65% | 8.20% |
Correlation
The correlation between PUTW and CLPAX is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.
PUTW vs. CLPAX - Expense Ratio Comparison
PUTW has a 0.44% expense ratio, which is lower than CLPAX's 1.74% expense ratio.
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Return for Risk
PUTW vs. CLPAX — Risk / Return Rank
PUTW
CLPAX
PUTW vs. CLPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Equity Premium Income Fund (PUTW) and Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX). 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.
| PUTW | CLPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.89 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.40 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.18 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.21 | +0.40 |
Martin ratioReturn relative to average drawdown | 8.40 | 3.50 | +4.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PUTW | CLPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.89 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.32 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.39 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.35 | +0.26 |
Drawdowns
PUTW vs. CLPAX - Drawdown Comparison
The maximum PUTW drawdown since its inception was -28.40%, smaller than the maximum CLPAX drawdown of -32.47%. Use the drawdown chart below to compare losses from any high point for PUTW and CLPAX.
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Drawdown Indicators
| PUTW | CLPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.40% | -32.47% | +4.07% |
Max Drawdown (1Y)Largest decline over 1 year | -7.15% | -12.87% | +5.72% |
Max Drawdown (5Y)Largest decline over 5 years | -16.56% | -32.47% | +15.91% |
Max Drawdown (10Y)Largest decline over 10 years | -28.40% | -32.47% | +4.07% |
Current DrawdownCurrent decline from peak | -4.40% | -11.47% | +7.07% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -8.16% | +4.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 4.44% | -2.55% |
Volatility
PUTW vs. CLPAX - Volatility Comparison
WisdomTree Equity Premium Income Fund (PUTW) has a higher volatility of 4.70% compared to Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) at 3.23%. This indicates that PUTW's price experiences larger fluctuations and is considered to be riskier than CLPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PUTW | CLPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.70% | 3.23% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 9.91% | -2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 16.58% | -2.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.20% | 15.62% | -3.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.23% | 14.38% | -1.15% |
Dividends
PUTW vs. CLPAX - Dividend Comparison
PUTW's dividend yield for the trailing twelve months is around 12.32%, more than CLPAX's 9.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PUTW WisdomTree Equity Premium Income Fund | 12.32% | 13.18% | 11.99% | 8.94% | 3.27% | 0.00% | 1.43% | 1.47% | 6.46% | 3.52% | 2.27% | 0.00% |
CLPAX Catalyst Nasdaq-100 Hedged Equity Fund | 9.64% | 9.10% | 0.00% | 0.00% | 2.68% | 0.32% | 0.49% | 5.41% | 0.30% | 0.02% | 0.00% | 17.26% |