WTPI vs. QQQI
Compare and contrast key facts about WisdomTree Equity Premium Income Fund (WTPI) and NEOS Nasdaq-100 High Income ETF (QQQI).
WTPI and QQQI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. QQQI is an actively managed fund by Neos. It was launched on Jan 29, 2024.
Performance
WTPI vs. QQQI - Performance Comparison
Loading graphics...
WTPI vs. QQQI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WTPI WisdomTree Equity Premium Income Fund | -1.66% | 14.45% | 13.80% |
QQQI NEOS Nasdaq-100 High Income ETF | -3.45% | 18.62% | 19.83% |
Returns By Period
In the year-to-date period, WTPI achieves a -1.66% return, which is significantly higher than QQQI's -3.45% return.
WTPI
- 1D
- 0.00%
- 1M
- -3.10%
- YTD
- -1.66%
- 6M
- 1.81%
- 1Y
- 15.49%
- 3Y*
- 13.04%
- 5Y*
- 9.37%
- 10Y*
- 7.80%
QQQI
- 1D
- 1.01%
- 1M
- -3.20%
- YTD
- -3.45%
- 6M
- -0.97%
- 1Y
- 21.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WTPI vs. QQQI - Expense Ratio Comparison
WTPI has a 0.44% expense ratio, which is lower than QQQI's 0.68% expense ratio.
Return for Risk
WTPI vs. QQQI — Risk / Return Rank
WTPI
QQQI
WTPI vs. QQQI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Equity Premium Income Fund (WTPI) and NEOS Nasdaq-100 High Income ETF (QQQI). 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.
| WTPI | QQQI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.09 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.68 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.93 | -0.35 |
Martin ratioReturn relative to average drawdown | 8.35 | 8.69 | -0.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WTPI | QQQI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.09 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.90 | -0.30 |
Correlation
The correlation between WTPI and QQQI is 0.84, 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
WTPI vs. QQQI - Dividend Comparison
WTPI's dividend yield for the trailing twelve months is around 12.37%, less than QQQI's 14.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
QQQI NEOS Nasdaq-100 High Income ETF | 14.90% | 13.82% | 12.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WTPI vs. QQQI - Drawdown Comparison
The maximum WTPI drawdown since its inception was -28.40%, which is greater than QQQI's maximum drawdown of -20.00%. Use the drawdown chart below to compare losses from any high point for WTPI and QQQI.
Loading graphics...
Drawdown Indicators
| WTPI | QQQI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.40% | -20.00% | -8.40% |
Max Drawdown (1Y)Largest decline over 1 year | -9.90% | -11.46% | +1.56% |
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 | -4.73% | -5.72% | +0.99% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -2.31% | -1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 2.54% | -0.67% |
Volatility
WTPI vs. QQQI - Volatility Comparison
The current volatility for WisdomTree Equity Premium Income Fund (WTPI) is 4.76%, while NEOS Nasdaq-100 High Income ETF (QQQI) has a volatility of 6.18%. This indicates that WTPI experiences smaller price fluctuations and is considered to be less risky than QQQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WTPI | QQQI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 6.18% | -1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 11.23% | -3.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 19.72% | -5.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.21% | 17.48% | -5.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.23% | 17.48% | -4.25% |