PUTW vs. USG
Compare and contrast key facts about WisdomTree Equity Premium Income Fund (PUTW) and USCF Gold Strategy Plus Income Fund (USG).
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. USG is an actively managed fund by USCF. It was launched on Nov 2, 2021.
Performance
PUTW vs. USG - Performance Comparison
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PUTW vs. USG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PUTW WisdomTree Equity Premium Income Fund | -1.66% | 14.45% | 17.18% | 15.53% | -10.11% | 1.68% |
USG USCF Gold Strategy Plus Income Fund | 6.85% | 52.02% | 23.70% | 8.49% | 2.12% | 3.12% |
Returns By Period
In the year-to-date period, PUTW achieves a -1.66% return, which is significantly lower than USG's 6.85% 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%
USG
- 1D
- 3.71%
- 1M
- -11.39%
- YTD
- 6.85%
- 6M
- 19.90%
- 1Y
- 36.98%
- 3Y*
- 28.37%
- 5Y*
- —
- 10Y*
- —
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PUTW vs. USG - Expense Ratio Comparison
PUTW has a 0.44% expense ratio, which is lower than USG's 0.45% expense ratio.
Return for Risk
PUTW vs. USG — Risk / Return Rank
PUTW
USG
PUTW vs. USG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Equity Premium Income Fund (PUTW) and USCF Gold Strategy Plus Income Fund (USG). 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 | USG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.55 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.65 | 2.03 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.31 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 2.10 | -0.48 |
Martin ratioReturn relative to average drawdown | 8.70 | 9.03 | -0.32 |
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 | USG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.55 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | — | — |
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 | 1.34 | -0.73 |
Correlation
The correlation between PUTW and USG is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PUTW vs. USG - Dividend Comparison
PUTW's dividend yield for the trailing twelve months is around 12.37%, less than USG's 25.77% 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% |
USG USCF Gold Strategy Plus Income Fund | 25.77% | 27.33% | 7.48% | 8.16% | 2.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PUTW vs. USG - Drawdown Comparison
The maximum PUTW drawdown since its inception was -28.40%, which is greater than USG's maximum drawdown of -18.35%. Use the drawdown chart below to compare losses from any high point for PUTW and USG.
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Drawdown Indicators
| PUTW | USG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.40% | -18.35% | -10.05% |
Max Drawdown (1Y)Largest decline over 1 year | -9.90% | -18.35% | +8.45% |
Max Drawdown (5Y)Largest decline over 5 years | -16.56% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -28.40% | — | — |
Current DrawdownCurrent decline from peak | -4.73% | -12.69% | +7.96% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -4.01% | +0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 4.27% | -2.42% |
Volatility
PUTW vs. USG - Volatility Comparison
The current volatility for WisdomTree Equity Premium Income Fund (PUTW) is 4.77%, while USCF Gold Strategy Plus Income Fund (USG) has a volatility of 10.63%. This indicates that PUTW experiences smaller price fluctuations and is considered to be less risky than USG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PUTW | USG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 10.63% | -5.86% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 20.81% | -12.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 23.94% | -9.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.21% | 15.64% | -3.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.23% | 15.64% | -2.41% |