SCJIX vs. PUTW
Compare and contrast key facts about Crossmark Steward Covered Call Income Fund (SCJIX) and WisdomTree Equity Premium Income Fund (PUTW).
SCJIX is managed by Crossmark Steward Funds. It was launched on Dec 13, 2017. 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.
Performance
SCJIX vs. PUTW - Performance Comparison
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SCJIX vs. PUTW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCJIX Crossmark Steward Covered Call Income Fund | -5.05% | 13.28% | 16.96% | 19.43% | -12.28% | 21.59% | 6.97% | 20.76% | -3.65% | -0.40% |
PUTW WisdomTree Equity Premium Income Fund | -1.66% | 14.45% | 17.18% | 15.53% | -10.11% | 20.94% | 1.65% | 13.55% | -7.16% | -0.12% |
Returns By Period
In the year-to-date period, SCJIX achieves a -5.05% return, which is significantly lower than PUTW's -1.66% return.
SCJIX
- 1D
- 2.67%
- 1M
- -2.94%
- YTD
- -5.05%
- 6M
- -1.07%
- 1Y
- 10.77%
- 3Y*
- 12.34%
- 5Y*
- 8.50%
- 10Y*
- —
PUTW
- 1D
- 0.00%
- 1M
- -3.10%
- YTD
- -1.66%
- 6M
- 1.81%
- 1Y
- 15.49%
- 3Y*
- 13.04%
- 5Y*
- 9.37%
- 10Y*
- 7.80%
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SCJIX vs. PUTW - Expense Ratio Comparison
SCJIX has a 1.00% expense ratio, which is higher than PUTW's 0.44% expense ratio.
Return for Risk
SCJIX vs. PUTW — Risk / Return Rank
SCJIX
PUTW
SCJIX vs. PUTW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Covered Call Income Fund (SCJIX) and WisdomTree Equity Premium Income Fund (PUTW). 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.
| SCJIX | PUTW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.09 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.63 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.27 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.58 | -0.47 |
Martin ratioReturn relative to average drawdown | 4.95 | 8.35 | -3.40 |
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
| SCJIX | PUTW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.09 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.77 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.61 | -0.03 |
Correlation
The correlation between SCJIX and PUTW is 0.81, 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
SCJIX vs. PUTW - Dividend Comparison
SCJIX's dividend yield for the trailing twelve months is around 10.43%, less than PUTW's 12.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCJIX Crossmark Steward Covered Call Income Fund | 10.43% | 9.18% | 12.61% | 8.45% | 9.53% | 25.39% | 15.45% | 7.00% | 10.68% | 0.00% | 0.00% |
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% |
Drawdowns
SCJIX vs. PUTW - Drawdown Comparison
The maximum SCJIX drawdown since its inception was -29.38%, roughly equal to the maximum PUTW drawdown of -28.40%. Use the drawdown chart below to compare losses from any high point for SCJIX and PUTW.
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Drawdown Indicators
| SCJIX | PUTW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.38% | -28.40% | -0.98% |
Max Drawdown (1Y)Largest decline over 1 year | -10.52% | -9.90% | -0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -18.12% | -16.56% | -1.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.40% | — |
Current DrawdownCurrent decline from peak | -6.08% | -4.73% | -1.35% |
Average DrawdownAverage peak-to-trough decline | -3.67% | -3.48% | -0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 1.87% | +0.48% |
Volatility
SCJIX vs. PUTW - Volatility Comparison
Crossmark Steward Covered Call Income Fund (SCJIX) and WisdomTree Equity Premium Income Fund (PUTW) have volatilities of 4.68% and 4.76%, 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
| SCJIX | PUTW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 4.76% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 7.06% | 7.82% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.59% | 14.33% | +0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.52% | 12.21% | +0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.01% | 13.23% | +1.78% |