WTPI vs. HOII

Last updated Jun 24, 2026

WTPI (WisdomTree Equity Premium Income Fund) and HOII (REX HOOD Growth & Income ETF) are both Derivative Income funds. WTPI is passively managed, while HOII is actively managed. A 0.55 correlation means they provide meaningful diversification when combined. WTPI charges 0.44%/yr vs 0.99%/yr for HOII.

Performance

WTPI vs. HOII - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Equity Premium Income Fund (WTPI) and REX HOOD Growth & Income ETF (HOII). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WTPI achieves a 3.16% return, which is significantly lower than HOII's 19,132.59% 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%

HOII

• 1D: 0.00%
• 1M: 30,031.23%
• YTD: 19,132.59%
• 6M: 17,912.14%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

WTPI vs. HOII - Yearly Performance Comparison

	2026 (YTD)	2025
WTPI WisdomTree Equity Premium Income Fund	3.16%	1.53%
HOII REX HOOD Growth & Income ETF	19,132.59%	-23.54%

Correlation

The correlation between WTPI and HOII is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 4, 2025	0.55

Return for Risk

WTPI vs. HOII — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTPI

WTPI Risk / Return Rank: 55
WTPI Sharpe Ratio Rank: 53
WTPI Sortino Ratio Rank: 53
WTPI Omega Ratio Rank: 59
WTPI Calmar Ratio Rank: 48
WTPI Martin Ratio Rank: 62

HOII

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

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WTPI vs. HOII - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Equity Premium Income Fund (WTPI) and REX HOOD Growth & Income ETF (HOII). 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	HOII	Difference
Sharpe ratio: Return per unit of total volatility	1.75	—	—
Sortino ratio: Return per unit of downside risk	2.44	—	—
Omega ratio: Gain probability vs. loss probability	1.35	—	—
Calmar ratio: Return relative to maximum drawdown	2.27	—	—
Martin ratio: Return relative to average drawdown	10.71	—	—

Drawdowns

WTPI vs. HOII - Drawdown Comparison

The maximum WTPI drawdown since its inception was -28.40%, smaller than the maximum HOII drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for WTPI and HOII.

Drawdown Indicators

	WTPI	HOII	Difference
Max Drawdown Largest peak-to-trough decline	-28.40%	-55.38%	+26.98%
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 Drawdown Current decline from peak	-1.53%	0.00%	-1.53%
Average Drawdown Average peak-to-trough decline	-3.43%	-36.68%	+33.25%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.51%	—	—

Volatility

Volatility by Period

	WTPI	HOII	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%	34,045.59%	-34,036.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.22%	34,045.59%	-34,033.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.26%	34,045.59%	-34,032.33%

WTPI vs. HOII - Expense Ratio Comparison

WTPI has a 0.44% expense ratio, which is lower than HOII's 0.99% expense ratio.

Dividends

WTPI vs. HOII - Dividend Comparison

WTPI's dividend yield for the trailing twelve months is around 12.19%, less than HOII's 120.87% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
HOII REX HOOD Growth & Income ETF	120.87%	4.41%	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

Can I hold both WTPI and HOII in my portfolio?

WTPI and HOII have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WTPI or HOII?

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.

Which ETF is cheaper, WTPI or HOII?

WTPI is cheaper with a 0.44% expense ratio, compared with 0.99% for HOII.

Which ETF pays a higher dividend yield, WTPI or HOII?

HOII has the higher dividend yield at 120.87%, compared with 12.19% for WTPI.

What is the main difference between WTPI and HOII?

They also come from different issuers: WisdomTree and REX. Their fees differ too: 0.44% for WTPI and 0.99% for HOII.