WTPI vs. CWII
WTPI (WisdomTree Equity Premium Income Fund) and CWII (REX CRWV Growth & Income ETF) are both Derivative Income funds. WTPI is passively managed, while CWII is actively managed. At a 0.42 correlation, their price movements are largely independent. WTPI charges 0.44%/yr vs 1.03%/yr for CWII.
Performance
WTPI vs. CWII - Performance Comparison
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Returns By Period
In the year-to-date period, WTPI achieves a 3.16% return, which is significantly lower than CWII's 13,199.78% return.
WTPI
- 1D
- -1.14%
- 1M
- -0.70%
- YTD
- 3.16%
- 6M
- 2.00%
- 1Y
- 16.19%
- 3Y*
- 12.75%
- 5Y*
- 9.33%
- 10Y*
- 8.20%
CWII
- 1D
- 0.00%
- 1M
- 10,273.16%
- YTD
- 13,199.78%
- 6M
- 11,946.90%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WTPI vs. CWII - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WTPI WisdomTree Equity Premium Income Fund | 3.16% | 1.53% |
CWII REX CRWV Growth & Income ETF | 13,199.78% | -45.06% |
Correlation
The correlation between WTPI and CWII is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 4, 2025 | 0.42 |
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Return for Risk
WTPI vs. CWII — Risk / Return Rank
WTPI
CWII
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
WTPI vs. CWII - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Equity Premium Income Fund (WTPI) and REX CRWV Growth & Income ETF (CWII). 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.
| WTPI | CWII | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.35 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.27 | — | — |
| Martin ratioReturn relative to average drawdown | 10.71 | — | — |
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Drawdowns
WTPI vs. CWII - Drawdown Comparison
The maximum WTPI drawdown since its inception was -28.40%, smaller than the maximum CWII drawdown of -51.04%. Use the drawdown chart below to compare losses from any high point for WTPI and CWII.
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Drawdown Indicators
| WTPI | CWII | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.40% | -51.04% | +22.64% |
Max Drawdown (1Y)Largest decline over 1 year | -7.15% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -15.26% | — | — |
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 | -1.53% | 0.00% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -3.43% | -33.26% | +29.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.51% | — | — |
Volatility
WTPI vs. CWII - Volatility Comparison
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Volatility by Period
| WTPI | CWII | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 9.33% | 13,701.30% | -13,691.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.22% | 13,701.30% | -13,689.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.26% | 13,701.30% | -13,688.04% |
WTPI vs. CWII - Expense Ratio Comparison
WTPI has a 0.44% expense ratio, which is lower than CWII's 1.03% expense ratio.
Dividends
WTPI vs. CWII - Dividend Comparison
WTPI's dividend yield for the trailing twelve months is around 12.19%, less than CWII's 123.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
CWII REX CRWV Growth & Income ETF | 123.26% | 6.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTPI WisdomTree Equity Premium Income Fund | 12.19% | 13.18% | 11.99% | 8.94% | 3.27% | 0.00% | 1.43% | 1.47% | 6.46% | 3.52% | 2.27% |
Frequently Asked Questions
WTPI and CWII have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTPI is cheaper at 0.44% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTPI is cheaper with a 0.44% expense ratio, compared with 1.03% for CWII.
CWII has the higher dividend yield at 123.26%, compared with 12.19% for WTPI.
They also come from different issuers: WisdomTree and REX Shares. Their fees differ too: 0.44% for WTPI and 1.03% for CWII.
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