PUTW vs. EQTIX
Compare and contrast key facts about WisdomTree Equity Premium Income Fund (PUTW) and Shelton Equity Income Fund (EQTIX).
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. EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996.
Performance
PUTW vs. EQTIX - Performance Comparison
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PUTW vs. EQTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PUTW WisdomTree Equity Premium Income Fund | -1.66% | 14.45% | 17.18% | 15.53% | -10.11% | 20.94% | 1.65% | 13.55% | -7.16% | 10.09% |
EQTIX Shelton Equity Income Fund | -5.55% | 8.84% | 17.18% | 17.17% | -10.28% | 23.76% | 6.87% | 17.66% | -10.00% | 13.57% |
Returns By Period
In the year-to-date period, PUTW achieves a -1.66% return, which is significantly higher than EQTIX's -5.55% return. Over the past 10 years, PUTW has underperformed EQTIX with an annualized return of 7.80%, while EQTIX has yielded a comparatively higher 8.25% annualized return.
PUTW
- 1D
- 2.60%
- 1M
- -3.50%
- YTD
- -1.66%
- 6M
- 1.99%
- 1Y
- 15.64%
- 3Y*
- 13.04%
- 5Y*
- 9.37%
- 10Y*
- 7.80%
EQTIX
- 1D
- -0.18%
- 1M
- -5.87%
- YTD
- -5.55%
- 6M
- -3.69%
- 1Y
- 7.87%
- 3Y*
- 10.58%
- 5Y*
- 7.62%
- 10Y*
- 8.25%
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PUTW vs. EQTIX - Expense Ratio Comparison
PUTW has a 0.44% expense ratio, which is lower than EQTIX's 0.72% expense ratio.
Return for Risk
PUTW vs. EQTIX — Risk / Return Rank
PUTW
EQTIX
PUTW vs. EQTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Equity Premium Income Fund (PUTW) and Shelton Equity Income Fund (EQTIX). 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 | EQTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.47 | +0.63 |
Sortino ratioReturn per unit of downside risk | 1.65 | 0.77 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.11 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 0.50 | +1.13 |
Martin ratioReturn relative to average drawdown | 8.70 | 2.43 | +6.28 |
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 | EQTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.47 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.58 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.58 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.44 | +0.16 |
Correlation
The correlation between PUTW and EQTIX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PUTW vs. EQTIX - Dividend Comparison
PUTW's dividend yield for the trailing twelve months is around 12.37%, more than EQTIX's 7.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PUTW WisdomTree Equity Premium Income Fund | 12.37% | 13.18% | 11.99% | 8.94% | 3.27% | 0.00% | 1.43% | 1.47% | 6.46% | 3.52% | 2.27% | 0.00% |
EQTIX Shelton Equity Income Fund | 7.23% | 7.62% | 9.51% | 9.25% | 9.83% | 11.98% | 24.62% | 4.89% | 23.96% | 14.65% | 16.02% | 3.33% |
Drawdowns
PUTW vs. EQTIX - Drawdown Comparison
The maximum PUTW drawdown since its inception was -28.40%, smaller than the maximum EQTIX drawdown of -53.77%. Use the drawdown chart below to compare losses from any high point for PUTW and EQTIX.
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Drawdown Indicators
| PUTW | EQTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.40% | -53.77% | +25.37% |
Max Drawdown (1Y)Largest decline over 1 year | -9.90% | -10.43% | +0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -16.56% | -19.03% | +2.47% |
Max Drawdown (10Y)Largest decline over 10 years | -28.40% | -29.85% | +1.45% |
Current DrawdownCurrent decline from peak | -4.73% | -7.10% | +2.37% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -7.21% | +3.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 2.14% | -0.29% |
Volatility
PUTW vs. EQTIX - Volatility Comparison
WisdomTree Equity Premium Income Fund (PUTW) has a higher volatility of 4.77% compared to Shelton Equity Income Fund (EQTIX) at 3.45%. This indicates that PUTW's price experiences larger fluctuations and is considered to be riskier than EQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PUTW | EQTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 3.45% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 7.52% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 14.74% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.21% | 13.12% | -0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.23% | 14.31% | -1.08% |