BGRN vs WTPI

Comparison between ISHARES USD GREEN BOND ETF (BGRN, ETF) and WISDOMTREE EQUITY PREMIUM INCOME FUND (WTPI, ETF).

5-Year PerformanceWTPI has outperformed BGRN, delivering a return of +9.6% compared to +0.5%

BGRN vs WTPI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGRN(ETF)	WTPI(ETF)
Net Assets	$477M	$479M
Expense Ratio	0.20%	0.44%
Max Drawdown	21.52%	32.31%
Sharpe Ratio	0.37	1.39
5Y Beta	0.07	0.70
5Y Dividends CAGR	39.66%	60.18%

Net Assets

BGRN

$477M

Winner

WTPI

$479M

Expense Ratio

Winner

BGRN

0.20%

WTPI

0.44%

Max Drawdown

Winner

BGRN

21.52%

WTPI

32.31%

Sharpe Ratio

BGRN

0.37

Winner

WTPI

1.39

5Y Beta

Winner

BGRN

0.07

WTPI

0.70

5Y Dividends CAGR

BGRN

39.66%

Winner

WTPI

60.18%

BGRN vs WTPI - Historical Returns

Returns include dividend reinvestment.

Period	BGRN	WTPI
1 month	+0.50%	+0.45%
3 months	+1.02%	+3.72%
6 months	+0.99%	+3.50%
1 year	+4.75%	+17.26%
5 years(CAGR)	+0.46%	+9.65%
10 years(CAGR)	N/A	+8.20%
Max(CAGR)	+2.27%	+8.36%

Winner

BGRN

+0.50%

WTPI

+0.45%

BGRN

+1.02%

Winner

WTPI

+3.72%

BGRN

+0.99%

Winner

WTPI

+3.50%

BGRN

+4.75%

Winner

WTPI

+17.26%

5Y(CAGR)

BGRN

+0.46%

Winner

WTPI

+9.65%

10Y(CAGR)

BGRN

N/A

WTPI

+8.20%

Max(CAGR)

BGRN

+2.27%

Winner

WTPI

+8.36%

BGRN vs WTPI - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	BGRN	WTPI
2026	+0.75%	+3.08%
2025	+7.28%	+14.68%
2024	+3.27%	+17.32%
2023	+6.13%	+16.06%
2022	-12.53%	-10.28%
2021	-2.90%	+21.54%
2020	+6.48%	+1.32%
2019	+9.71%	+13.06%
2018	+1.14%	-7.39%
2017	N/A	+9.98%
2016	N/A	+11.18%

BGRN vs WTPI Drawdown Comparison

The maximum drawdown for BGRN was -19.16%, occurring on Oct 20, 2022. Recovery took 1298 trading sessions.

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

The current BGRN drawdown is -0.60%. The current WTPI drawdown is -1.02%.

Rank	BGRN	WTPI
#1	-19.16% Dec 11, 2020 - Feb 13, 2026	-28.40% Feb 21, 2020 - Jan 8, 2021
#2	-6.56% Mar 9, 2020 - Jul 21, 2020	-16.56% Apr 20, 2022 - Dec 14, 2023
#3	-2.23% Feb 27, 2026 - Mar 27, 2026	-15.34% Oct 2, 2018 - Jan 2, 2020
#4	-2.22% Aug 28, 2019 - Jan 30, 2020	-15.25% Feb 19, 2025 - Jul 16, 2025
#5	-0.93% Aug 4, 2020 - Sep 21, 2020	-8.19% Jan 26, 2018 - May 21, 2018
#6	-0.86% Jul 3, 2019 - Jul 19, 2019	-7.56% Jul 16, 2024 - Oct 8, 2024
#7	-0.84% Nov 5, 2020 - Nov 19, 2020	-7.13% Feb 10, 2026 - May 13, 2026
#8	-0.62% Aug 15, 2019 - Aug 28, 2019	-5.42% Dec 29, 2021 - Mar 21, 2022
#9	-0.57% Nov 20, 2020 - Dec 8, 2020	-4.82% Mar 28, 2024 - May 15, 2024
#10	-0.52% Jan 31, 2020 - Feb 18, 2020	-3.54% Dec 16, 2024 - Jan 23, 2025
#11	-0.48% Mar 28, 2019 - Apr 24, 2019	-3.26% Nov 12, 2025 - Nov 26, 2025
#12	-0.36% Sep 21, 2020 - Sep 29, 2020	-3.02% Feb 17, 2021 - Mar 10, 2021
#13	-0.36% Jun 7, 2019 - Jun 14, 2019	-2.95% Jun 23, 2016 - Jul 1, 2016
#14	-0.35% Feb 22, 2019 - Mar 6, 2019	-2.92% Nov 18, 2021 - Dec 8, 2021
#15	-0.34% Oct 15, 2020 - Oct 27, 2020	-2.86% Jun 1, 2026 - Jun 10, 2026

Correlation

Correlation between BGRN and WTPI is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

0.27

-101

Dividend Comparison (2016 - 2026)

BGRN vs WTPI dividend yield comparison.

Year	BGRN	WTPI
2026	1.79%	3.76%
2025	4.21%	13.18%
2024	4.07%	11.99%
2023	3.52%	8.94%
2022	2.66%	3.27%
2021	0.78%	0.00%
2020	1.82%	1.43%
2019	3.66%	1.47%
2018	0.21%	6.46%
2017	0.00%	3.52%
2016	0.00%	2.27%