PUTW vs. KNGLX
Compare and contrast key facts about WisdomTree Equity Premium Income Fund (PUTW) and CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX).
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. KNGLX is a passively managed fund by CBOE Vest that tracks the performance of the Cboe S&P 500 Dividend Aristocrats Target Income Index Monthly Series. It was launched on Sep 10, 2017. Both PUTW and KNGLX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
PUTW vs. KNGLX - Performance Comparison
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PUTW vs. KNGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PUTW WisdomTree Equity Premium Income Fund | -1.66% | 14.45% | 17.18% | 15.53% | -10.11% | 20.94% | 1.65% | 13.55% | -7.46% |
KNGLX CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund | 0.17% | 6.43% | 2.91% | 6.46% | -7.29% | 23.23% | 7.08% | 26.58% | -4.64% |
Returns By Period
In the year-to-date period, PUTW achieves a -1.66% return, which is significantly lower than KNGLX's 0.17% 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%
KNGLX
- 1D
- 0.09%
- 1M
- -7.86%
- YTD
- 0.17%
- 6M
- 1.93%
- 1Y
- 3.88%
- 3Y*
- 4.80%
- 5Y*
- 4.36%
- 10Y*
- —
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PUTW vs. KNGLX - Expense Ratio Comparison
PUTW has a 0.44% expense ratio, which is lower than KNGLX's 1.20% expense ratio.
Return for Risk
PUTW vs. KNGLX — Risk / Return Rank
PUTW
KNGLX
PUTW vs. KNGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Equity Premium Income Fund (PUTW) and CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX). 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 | KNGLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.35 | +0.74 |
Sortino ratioReturn per unit of downside risk | 1.65 | 0.61 | +1.03 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.08 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 0.43 | +1.20 |
Martin ratioReturn relative to average drawdown | 8.70 | 1.61 | +7.09 |
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 | KNGLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.35 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.31 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.40 | +0.21 |
Correlation
The correlation between PUTW and KNGLX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PUTW vs. KNGLX - Dividend Comparison
PUTW's dividend yield for the trailing twelve months is around 12.37%, more than KNGLX's 8.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
KNGLX CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund | 8.01% | 8.02% | 9.60% | 7.99% | 4.54% | 4.41% | 3.53% | 4.53% | 4.74% | 0.00% | 0.00% |
Drawdowns
PUTW vs. KNGLX - Drawdown Comparison
The maximum PUTW drawdown since its inception was -28.40%, smaller than the maximum KNGLX drawdown of -31.48%. Use the drawdown chart below to compare losses from any high point for PUTW and KNGLX.
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Drawdown Indicators
| PUTW | KNGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.40% | -31.48% | +3.08% |
Max Drawdown (1Y)Largest decline over 1 year | -9.90% | -10.91% | +1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -16.56% | -18.25% | +1.69% |
Max Drawdown (10Y)Largest decline over 10 years | -28.40% | — | — |
Current DrawdownCurrent decline from peak | -4.73% | -7.86% | +3.13% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -4.60% | +1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 2.89% | -1.04% |
Volatility
PUTW vs. KNGLX - Volatility Comparison
WisdomTree Equity Premium Income Fund (PUTW) has a higher volatility of 4.77% compared to CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) at 3.23%. This indicates that PUTW's price experiences larger fluctuations and is considered to be riskier than KNGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PUTW | KNGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 3.23% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 7.63% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 14.28% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.21% | 14.01% | -1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.23% | 17.26% | -4.03% |