BINV vs WTPI

Comparison between BRANDES INTERNATIONAL ETF (BINV, ETF) and WISDOMTREE EQUITY PREMIUM INCOME FUND (WTPI, ETF).

BINV vs WTPI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BINV(ETF)	WTPI(ETF)
Net Assets	$490M	$490M
Expense Ratio	0.70%	0.44%
Max Drawdown	14.96%	32.31%
Sharpe Ratio	1.34	1.08
5Y Beta	0.64	0.70
5Y Dividends CAGR	N/A	60.30%

Net Assets

Winner

BINV

$490M

WTPI

$490M

Expense Ratio

BINV

0.70%

Winner

WTPI

0.44%

Max Drawdown

Winner

BINV

14.96%

WTPI

32.31%

Sharpe Ratio

Winner

BINV

1.34

WTPI

1.08

5Y Beta

Winner

BINV

0.64

WTPI

0.70

5Y Dividends CAGR

BINV

N/A

WTPI

60.30%

BINV vs WTPI - Holdings Comparison

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

BINV's top 25 holdings weight is 49.23%. WTPI's top 25 holdings weight is 157.64%.

Rank	BINV	WTPI
#1	SANOFI SA (n/a) - 3.06%	WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 157.64%
#2	ALIBABA GROUP HOLDING LTD ADR (BABA) - 2.78%	N/A
#3	SAP SE ADR (SAP) - 2.53%	N/A
#4	TAKEDA PHARMACEUTICAL CO LTD (n/a) - 2.34%	N/A
#5	HENKEL AG & CO KGAA (n/a) - 2.29%	N/A
#6	WAL MART DE MEXICO SAB DE CV (n/a) - 2.16%	N/A
#7	HEINEKEN HOLDING NV (n/a) - 2.08%	N/A
#8	FRESENIUS MEDICAL CARE AG (n/a) - 1.92%	N/A
#9	RECKITT BENCKISER GROUP PLC ADR (RBGLY) - 1.92%	N/A
#10	n/a (n/a) - 1.85%	N/A
#11	WILMAR INTERNATIONAL LTD (n/a) - 1.84%	N/A
#12	n/a (n/a) - 1.82%	N/A
#13	ASTELLAS PHARMA INC (n/a) - 1.82%	N/A
#14	KONINKLIJKE PHILIPS NV ADR (PHG) - 1.82%	N/A
#15	BNP PARIBAS ADR (BNPQY) - 1.80%	N/A
#16	PERNOD RICARD SA (n/a) - 1.79%	N/A
#17	DIAGEO PLC ADR (DEO) - 1.78%	N/A
#18	KERING SA ADR (PPRUY) - 1.76%	N/A
#19	SAINSBURY (J) PLC ADR (JSAIY) - 1.74%	N/A
#20	CARREFOUR (n/a) - 1.73%	N/A
#21	PUBLICIS GROUPE SA (n/a) - 1.72%	N/A
#22	THE SWATCH GROUP AG (n/a) - 1.71%	N/A
#23	GSK PLC ADR (GSK) - 1.70%	N/A
#24	AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 1.66%	N/A
#25	INTESA SANPAOLO (n/a) - 1.61%	N/A
Total Holdings	72	1

BINV vs WTPI - Historical Returns

Returns include dividend reinvestment.

Period	BINV	WTPI
1 month	+2.29%	+0.66%
3 months	+2.66%	+2.29%
6 months	+3.36%	+1.91%
1 year	+17.81%	+13.23%
5 years(CAGR)	N/A	+9.18%
10 years(CAGR)	N/A	+7.96%
Max(CAGR)	+23.36%	+8.30%

Winner

BINV

+2.29%

WTPI

+0.66%

Winner

BINV

+2.66%

WTPI

+2.29%

Winner

BINV

+3.36%

WTPI

+1.91%

Winner

BINV

+17.81%

WTPI

+13.23%

5Y(CAGR)

BINV

N/A

WTPI

+9.18%

10Y(CAGR)

BINV

N/A

WTPI

+7.96%

Max(CAGR)

Winner

BINV

+23.36%

WTPI

+8.30%

BINV vs WTPI - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	BINV	WTPI
2026	+6.65%	+3.45%
2025	+38.34%	+14.68%
2024	+8.44%	+17.32%
2023	+12.66%	+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%

BINV vs WTPI Drawdown Comparison

The maximum drawdown for BINV was -14.91%, occurring on Apr 8, 2025. Recovery took 37 trading sessions.

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

The current BINV drawdown is -3.40%. The current WTPI drawdown is -1.31%.

Rank	BINV	WTPI
#1	-14.91% Mar 19, 2025 - May 12, 2025	-28.40% Feb 21, 2020 - Jan 8, 2021
#2	-11.50% Feb 24, 2026 - Mar 20, 2026	-16.56% Apr 20, 2022 - Dec 14, 2023
#3	-10.52% Sep 27, 2024 - Feb 14, 2025	-15.34% Oct 2, 2018 - Jan 2, 2020
#4	-5.78% May 17, 2024 - Jul 12, 2024	-15.25% Feb 19, 2025 - Jul 16, 2025
#5	-5.39% Jul 12, 2024 - Aug 16, 2024	-8.19% Jan 26, 2018 - May 21, 2018
#6	-4.94% Mar 27, 2024 - May 3, 2024	-7.56% Jul 16, 2024 - Oct 8, 2024
#7	-4.86% Oct 11, 2023 - Nov 3, 2023	-7.13% Feb 10, 2026 - May 13, 2026
#8	-4.69% Nov 12, 2025 - Dec 11, 2025	-5.42% Dec 29, 2021 - Mar 21, 2022
#9	-3.42% Jul 23, 2025 - Aug 13, 2025	-4.82% Mar 28, 2024 - May 15, 2024
#10	-3.40% Jan 8, 2024 - Feb 20, 2024	-3.54% Dec 16, 2024 - Jan 23, 2025
#11	-3.27% Jun 12, 2025 - Jun 30, 2025	-3.26% Nov 12, 2025 - Nov 26, 2025
#12	-3.26% Oct 3, 2025 - Oct 17, 2025	-3.02% Feb 17, 2021 - Mar 10, 2021
#13	-3.00% Mar 7, 2025 - Mar 18, 2025	-2.95% Jun 23, 2016 - Jul 1, 2016
#14	-2.55% Aug 27, 2024 - Sep 19, 2024	-2.92% Nov 18, 2021 - Dec 8, 2021
#15	-2.54% Jan 14, 2026 - Jan 23, 2026	-2.86% Jun 1, 2026 - Jun 15, 2026