WTLS vs. PUTW
WTLS (WisdomTree Efficient Long/Short US Equity Fund) and PUTW (WisdomTree Equity Premium Income Fund) are both mutual funds - WTLS is a Long-Short fund actively managed by WisdomTree, while PUTW is a Derivative Income fund tracking the Volos U.S. Large Cap Target 2.5% PutWrite Index. WTLS is actively managed, while PUTW is passively managed. WTLS charges 0.88%/yr vs 0.44%/yr for PUTW.
Performance
WTLS vs. PUTW - Performance Comparison
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Returns By Period
WTLS
- 1D
- -0.54%
- 1M
- 4.03%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PUTW
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WTLS vs. PUTW - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WTLS WisdomTree Efficient Long/Short US Equity Fund | 19.57% |
PUTW WisdomTree Equity Premium Income Fund | 0.00% |
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Return for Risk
WTLS vs. PUTW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Long/Short US Equity Fund (WTLS) 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.
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.
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Drawdowns
WTLS vs. PUTW - Drawdown Comparison
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Drawdown Indicators
| WTLS | PUTW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.94% | — | — |
Current DrawdownCurrent decline from peak | -0.63% | — | — |
Average DrawdownAverage peak-to-trough decline | -2.08% | — | — |
Volatility
WTLS vs. PUTW - Volatility Comparison
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Volatility by Period
| WTLS | PUTW | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 18.91% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.91% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.91% | — | — |
WTLS vs. PUTW - Expense Ratio Comparison
WTLS has a 0.88% expense ratio, which is higher than PUTW's 0.44% expense ratio.
Dividends
WTLS vs. PUTW - Dividend Comparison
Neither WTLS nor PUTW 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% |
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