WTPI vs. USOY
Compare and contrast key facts about WisdomTree Equity Premium Income Fund (WTPI) and Defiance Oil Enhanced Options Income ETF (USOY).
WTPI and USOY 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. USOY is an actively managed fund by Defiance. It was launched on May 9, 2024.
Performance
WTPI vs. USOY - Performance Comparison
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WTPI vs. USOY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WTPI WisdomTree Equity Premium Income Fund | -1.66% | 14.45% | 8.49% |
USOY Defiance Oil Enhanced Options Income ETF | 60.22% | -7.93% | 7.27% |
Returns By Period
In the year-to-date period, WTPI achieves a -1.66% return, which is significantly lower than USOY's 60.22% return.
WTPI
- 1D
- 2.60%
- 1M
- -3.50%
- YTD
- -1.66%
- 6M
- 1.99%
- 1Y
- 15.64%
- 3Y*
- 13.04%
- 5Y*
- 9.37%
- 10Y*
- 7.80%
USOY
- 1D
- -0.54%
- 1M
- 34.04%
- YTD
- 60.22%
- 6M
- 55.39%
- 1Y
- 44.25%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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WTPI vs. USOY - Expense Ratio Comparison
WTPI has a 0.44% expense ratio, which is lower than USOY's 1.22% expense ratio.
Return for Risk
WTPI vs. USOY — Risk / Return Rank
WTPI
USOY
WTPI vs. USOY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Equity Premium Income Fund (WTPI) and Defiance Oil Enhanced Options Income ETF (USOY). 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 | USOY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.75 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.65 | 2.20 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.32 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 2.91 | -1.28 |
Martin ratioReturn relative to average drawdown | 8.70 | 5.47 | +3.24 |
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
| WTPI | USOY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.75 | -0.66 |
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 | 1.24 | -0.63 |
Correlation
The correlation between WTPI and USOY is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WTPI vs. USOY - Dividend Comparison
WTPI's dividend yield for the trailing twelve months is around 12.37%, less than USOY's 64.71% 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% |
USOY Defiance Oil Enhanced Options Income ETF | 64.71% | 104.32% | 48.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WTPI vs. USOY - Drawdown Comparison
The maximum WTPI drawdown since its inception was -28.40%, which is greater than USOY's maximum drawdown of -17.46%. Use the drawdown chart below to compare losses from any high point for WTPI and USOY.
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Drawdown Indicators
| WTPI | USOY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.40% | -17.46% | -10.94% |
Max Drawdown (1Y)Largest decline over 1 year | -9.90% | -15.70% | +5.80% |
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% | -0.54% | -4.19% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -6.56% | +3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 8.34% | -6.49% |
Volatility
WTPI vs. USOY - Volatility Comparison
The current volatility for WisdomTree Equity Premium Income Fund (WTPI) is 4.77%, while Defiance Oil Enhanced Options Income ETF (USOY) has a volatility of 11.94%. This indicates that WTPI experiences smaller price fluctuations and is considered to be less risky than USOY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTPI | USOY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 11.94% | -7.17% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 18.38% | -10.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 25.35% | -11.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.21% | 22.37% | -10.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.23% | 22.37% | -9.14% |