PUTW vs. WTLS

Last updated Jul 17, 2026

PUTW (WisdomTree Equity Premium Income Fund) and WTLS (WisdomTree Efficient Long/Short US Equity Fund) are both mutual funds - PUTW is a Derivative Income fund tracking the Volos U.S. Large Cap Target 2.5% PutWrite Index, while WTLS is a Long-Short fund actively managed by WisdomTree. PUTW is passively managed, while WTLS is actively managed. PUTW charges 0.44%/yr vs 0.88%/yr for WTLS.

Performance

PUTW vs. WTLS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Equity Premium Income Fund (PUTW) and WisdomTree Efficient Long/Short US Equity Fund (WTLS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

PUTW

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

WTLS

• 1D: -0.24%
• 1M: 2.18%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PUTW vs. WTLS - Yearly Performance Comparison

	2026 (YTD)
PUTW WisdomTree Equity Premium Income Fund	0.00%
WTLS WisdomTree Efficient Long/Short US Equity Fund	19.76%

Return for Risk

PUTW vs. WTLS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Equity Premium Income Fund (PUTW) and WisdomTree Efficient Long/Short US Equity Fund (WTLS). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

Drawdown Indicators

	PUTW	WTLS	Difference
Max Drawdown Largest peak-to-trough decline	—	-8.94%	—
Current Drawdown Current decline from peak	—	-0.48%	—
Average Drawdown Average peak-to-trough decline	—	-2.03%	—

Volatility

Volatility by Period

	PUTW	WTLS	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	18.71%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.71%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.71%	—

PUTW vs. WTLS - Expense Ratio Comparison

PUTW has a 0.44% expense ratio, which is lower than WTLS's 0.88% expense ratio.

Dividends

PUTW vs. WTLS - Dividend Comparison

Neither PUTW nor WTLS has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
PUTW WisdomTree Equity Premium Income Fund	0.00%	4.16%	11.99%	7.63%	2.16%	0.00%	1.43%	1.47%	5.49%	3.33%	2.27%
WTLS WisdomTree Efficient Long/Short US Equity Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%