WTPI vs. XOMO
Compare and contrast key facts about WisdomTree Equity Premium Income Fund (WTPI) and YieldMax XOM Option Income Strategy ETF (XOMO).
WTPI and XOMO 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. XOMO is an actively managed fund by YieldMax. It was launched on Aug 30, 2023.
Performance
WTPI vs. XOMO - Performance Comparison
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WTPI vs. XOMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WTPI WisdomTree Equity Premium Income Fund | -1.66% | 14.45% | 17.18% | 1.80% |
XOMO YieldMax XOM Option Income Strategy ETF | 23.45% | 6.90% | 6.11% | -8.62% |
Returns By Period
In the year-to-date period, WTPI achieves a -1.66% return, which is significantly lower than XOMO's 23.45% 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%
XOMO
- 1D
- -4.29%
- 1M
- 2.32%
- YTD
- 23.45%
- 6M
- 31.32%
- 1Y
- 22.43%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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WTPI vs. XOMO - Expense Ratio Comparison
WTPI has a 0.44% expense ratio, which is lower than XOMO's 1.01% expense ratio.
Return for Risk
WTPI vs. XOMO — Risk / Return Rank
WTPI
XOMO
WTPI vs. XOMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Equity Premium Income Fund (WTPI) and YieldMax XOM Option Income Strategy ETF (XOMO). 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 | XOMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.02 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.40 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.47 | +0.11 |
Martin ratioReturn relative to average drawdown | 8.35 | 3.35 | +5.00 |
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 | XOMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.02 | +0.06 |
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 | 0.55 | +0.06 |
Correlation
The correlation between WTPI and XOMO is 0.10, 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. XOMO - Dividend Comparison
WTPI's dividend yield for the trailing twelve months is around 12.37%, less than XOMO's 30.57% 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% |
XOMO YieldMax XOM Option Income Strategy ETF | 30.57% | 31.64% | 26.94% | 5.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WTPI vs. XOMO - Drawdown Comparison
The maximum WTPI drawdown since its inception was -28.40%, which is greater than XOMO's maximum drawdown of -18.90%. Use the drawdown chart below to compare losses from any high point for WTPI and XOMO.
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Drawdown Indicators
| WTPI | XOMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.40% | -18.90% | -9.50% |
Max Drawdown (1Y)Largest decline over 1 year | -9.90% | -15.24% | +5.34% |
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% | -5.12% | +0.39% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -7.05% | +3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 6.69% | -4.82% |
Volatility
WTPI vs. XOMO - Volatility Comparison
The current volatility for WisdomTree Equity Premium Income Fund (WTPI) is 4.76%, while YieldMax XOM Option Income Strategy ETF (XOMO) has a volatility of 6.57%. This indicates that WTPI experiences smaller price fluctuations and is considered to be less risky than XOMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTPI | XOMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 6.57% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 13.81% | -5.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 22.02% | -7.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.21% | 18.46% | -6.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.23% | 18.46% | -5.23% |