PUTW vs. WTPI
Compare and contrast key facts about WisdomTree Equity Premium Income Fund (PUTW) and WisdomTree Equity Premium Income Fund (WTPI).
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. WTPI 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. Both PUTW and WTPI 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. WTPI - Performance Comparison
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PUTW vs. WTPI - 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% |
WTPI 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% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with PUTW at -1.66% and WTPI at -1.66%. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: PUTW at 7.80% and WTPI at 7.80%.
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%
WTPI
- 1D
- 2.60%
- 1M
- -3.50%
- YTD
- -1.66%
- 6M
- 1.99%
- 1Y
- 15.64%
- 3Y*
- 13.04%
- 5Y*
- 9.37%
- 10Y*
- 7.80%
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PUTW vs. WTPI - Expense Ratio Comparison
Both PUTW and WTPI have an expense ratio of 0.44%.
Return for Risk
PUTW vs. WTPI — Risk / Return Rank
PUTW
WTPI
PUTW vs. WTPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Equity Premium Income Fund (PUTW) and WisdomTree Equity Premium Income Fund (WTPI). 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 | WTPI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.10 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.65 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.27 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.62 | 0.00 |
Martin ratioReturn relative to average drawdown | 8.70 | 8.70 | 0.00 |
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 | WTPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.10 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.77 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.59 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.61 | 0.00 |
Correlation
The correlation between PUTW and WTPI is 1.00, 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. WTPI - Dividend Comparison
PUTW's dividend yield for the trailing twelve months is around 12.37%, which matches WTPI's 12.37% 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% |
WTPI 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% |
Drawdowns
PUTW vs. WTPI - Drawdown Comparison
The maximum PUTW drawdown since its inception was -28.40%, roughly equal to the maximum WTPI drawdown of -28.40%. Use the drawdown chart below to compare losses from any high point for PUTW and WTPI.
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Drawdown Indicators
| PUTW | WTPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.40% | -28.40% | 0.00% |
Max Drawdown (1Y)Largest decline over 1 year | -9.90% | -9.90% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -16.56% | -16.56% | 0.00% |
Max Drawdown (10Y)Largest decline over 10 years | -28.40% | -28.40% | 0.00% |
Current DrawdownCurrent decline from peak | -4.73% | -4.73% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -3.48% | 0.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 1.85% | 0.00% |
Volatility
PUTW vs. WTPI - Volatility Comparison
WisdomTree Equity Premium Income Fund (PUTW) and WisdomTree Equity Premium Income Fund (WTPI) have volatilities of 4.77% and 4.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PUTW | WTPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 4.77% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 7.82% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 14.33% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.21% | 12.21% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.23% | 13.23% | 0.00% |