AAEQ vs WTPI

Comparison between ALPHA ARCHITECT US EQUITY 2 ETF (AAEQ, ETF) and WISDOMTREE EQUITY PREMIUM INCOME FUND (WTPI, ETF).

AAEQ vs WTPI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AAEQ(ETF)	WTPI(ETF)
Net Assets	$496M	$496M
Expense Ratio	0.09%	0.44%
Max Drawdown	10.35%	32.31%
Sharpe Ratio	0.65	1.09
5Y Beta	1.01	0.69
P/E Ratio	25.67	N/A
Forward P/E	20.87	N/A
PEG Ratio	0.35	N/A
5Y Dividends CAGR	N/A	60.40%
5Y EPS CAGR	29.78%	N/A
Debt to Equity	47.40%	N/A
P/S Ratio	4.07	N/A
P/B Ratio	6.04	N/A

Net Assets

AAEQ

$496M

WTPI

$496M

Expense Ratio

Winner

AAEQ

0.09%

WTPI

0.44%

Max Drawdown

Winner

AAEQ

10.35%

WTPI

32.31%

Sharpe Ratio

AAEQ

0.65

Winner

WTPI

1.09

5Y Beta

AAEQ

1.01

Winner

WTPI

0.69

P/E Ratio

AAEQ

25.67

WTPI

N/A

Forward P/E

AAEQ

20.87

WTPI

N/A

PEG Ratio

AAEQ

0.35

WTPI

N/A

5Y Dividends CAGR

AAEQ

N/A

WTPI

60.40%

5Y EPS CAGR

AAEQ

29.78%

WTPI

N/A

Debt to Equity

AAEQ

47.40%

WTPI

N/A

P/S Ratio

AAEQ

4.07

WTPI

N/A

P/B Ratio

AAEQ

6.04

WTPI

N/A

AAEQ vs WTPI - Holdings Comparison

AAEQ and WTPI have 0 common holdings. Overlap is 0.00%

AAEQ's top 25 holdings weight is 52.34%. WTPI's top 25 holdings weight is 4.45%.

Rank	AAEQ	WTPI
#1	NVIDIA CORP (NVDA) - 7.94%	WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 4.47%
#2	APPLE INC (AAPL) - 7.78%	NUVEEN CALIFORNIA MUNICIPAL VALUE FUND INC (NCA) - -0.02%
#3	MICROSOFT CORP (MSFT) - 6.02%	N/A
#4	AMAZON.COM INC (AMZN) - 3.92%	N/A
#5	ALPHABET INC CLASS A (GOOGL) - 3.38%	N/A
#6	ALPHABET INC CLASS C (GOOG) - 2.70%	N/A
#7	BROADCOM INC (AVGO) - 2.59%	N/A
#8	META PLATFORMS INC CLASS A (META) - 1.81%	N/A
#9	ELI LILLY AND CO (LLY) - 1.69%	N/A
#10	JPMORGAN CHASE & CO (JPM) - 1.61%	N/A
#11	MICRON TECHNOLOGY INC (MU) - 1.59%	N/A
#12	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.53%	N/A
#13	TESLA INC (TSLA) - 1.49%	N/A
#14	ADVANCED MICRO DEVICES INC (AMD) - 1.15%	N/A
#15	EXXONMOBIL HOLDINGS CORP (XOM) - 1.14%	N/A
#16	JOHNSON & JOHNSON (JNJ) - 1.10%	N/A
#17	VISA INC CLASS A (V) - 1.02%	N/A
#18	WALMART INC (WMT) - 0.84%	N/A
#19	ABBVIE INC (ABBV) - 0.79%	N/A
#20	MASTERCARD INC CLASS A (MA) - 0.77%	N/A
#21	CHARLES SCHWAB CORP (SCHW) - 0.30%	N/A
#22	AMERICAN EXPRESS CO (AXP) - 0.30%	N/A
#23	UNION PACIFIC CORP (UNP) - 0.30%	N/A
#24	AMPHENOL CORP CLASS A (APH) - 0.29%	N/A
#25	AT&T INC (T) - 0.29%	N/A
Total Holdings	312	2

AAEQ vs WTPI - Historical Returns

Returns include dividend reinvestment.

Period	AAEQ	WTPI
1 month	+3.86%	+2.94%
3 months	+2.14%	+2.89%
6 months	+10.73%	+4.24%
1 year	N/A	+14.79%
5 years(CAGR)	N/A	+9.46%
10 years(CAGR)	N/A	+8.21%
Max(CAGR)	+12.34%	+8.55%

Winner

AAEQ

+3.86%

WTPI

+2.94%

AAEQ

+2.14%

Winner

WTPI

+2.89%

Winner

AAEQ

+10.73%

WTPI

+4.24%

AAEQ

N/A

WTPI

+14.79%

5Y(CAGR)

AAEQ

N/A

WTPI

+9.46%

10Y(CAGR)

AAEQ

N/A

WTPI

+8.21%

Max(CAGR)

Winner

AAEQ

+12.34%

WTPI

+8.55%

AAEQ vs WTPI - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	AAEQ	WTPI
2026	+10.85%	+6.74%
2025	-1.99%	+14.68%
2024	N/A	+17.32%
2023	N/A	+16.06%
2022	N/A	-10.28%
2021	N/A	+21.54%
2020	N/A	+1.32%
2019	N/A	+13.06%
2018	N/A	-7.39%
2017	N/A	+9.98%
2016	N/A	+11.18%

AAEQ vs WTPI Drawdown Comparison

The maximum drawdown for AAEQ was -10.26%, occurring on Mar 30, 2026. Recovery took 86 trading sessions.

The maximum drawdown for WTPI was -28.40%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.

The current AAEQ drawdown is -1.48%. The current WTPI drawdown is -0.39%.

Rank	AAEQ	WTPI
#1	-10.26% Dec 11, 2025 - Apr 17, 2026	-28.40% Feb 21, 2020 - Jan 8, 2021
#2	-4.34% Jun 2, 2026 - Aug 4, 2026	-16.56% Apr 20, 2022 - Dec 14, 2023
#3	-1.93% Aug 13, 2026 - Aug 20, 2026	-15.34% Oct 2, 2018 - Jan 2, 2020
#4	-1.80% May 14, 2026 - May 26, 2026	-15.25% Feb 19, 2025 - Jul 16, 2025
#5	-0.92% Apr 17, 2026 - Apr 22, 2026	-8.19% Jan 26, 2018 - May 21, 2018
#6	-0.56% Apr 27, 2026 - Apr 30, 2026	-7.56% Jul 16, 2024 - Oct 8, 2024
#7	-0.55% May 1, 2026 - May 5, 2026	-7.13% Feb 10, 2026 - May 13, 2026
#8	-0.51% Aug 7, 2026 - Aug 13, 2026	-5.42% Dec 29, 2021 - Mar 21, 2022
#9	-0.40% Apr 22, 2026 - Apr 24, 2026	-4.82% Mar 28, 2024 - May 15, 2024
#10	-0.37% Aug 4, 2026 - Aug 7, 2026	-3.54% Dec 16, 2024 - Jan 23, 2025
#11	-0.37% May 6, 2026 - May 8, 2026	-3.26% Nov 12, 2025 - Nov 26, 2025
#12	-0.04% May 11, 2026 - May 13, 2026	-3.02% Feb 17, 2021 - Mar 10, 2021
#13	N/A	-2.95% Jun 23, 2016 - Jul 1, 2016
#14	N/A	-2.92% Nov 18, 2021 - Dec 8, 2021
#15	N/A	-2.86% Jun 1, 2026 - Jun 15, 2026