DFP vs WTPI

Comparison between Flaherty & Crumrine Dynamic Preferred and Income Fund Inc (DFP, ETF) and WISDOMTREE EQUITY PREMIUM INCOME FUND (WTPI, ETF).

5-Year PerformanceWTPI has outperformed DFP, delivering a return of +9.6% compared to -0.2%

DFP vs WTPI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFP(ETF)	WTPI(ETF)
Net Assets	$463M	$461M
Expense Ratio	N/A	0.44%
Max Drawdown	50.80%	32.31%
Sharpe Ratio	0.42	1.41
5Y Beta	0.38	0.70
5Y Dividends CAGR	-4.91%	60.18%

Net Assets

Winner

DFP

$463M

WTPI

$461M

Expense Ratio

DFP

N/A

WTPI

0.44%

Max Drawdown

DFP

50.80%

Winner

WTPI

32.31%

Sharpe Ratio

DFP

0.42

Winner

WTPI

1.41

5Y Beta

Winner

DFP

0.38

WTPI

0.70

5Y Dividends CAGR

DFP

-4.91%

Winner

WTPI

60.18%

DFP vs WTPI - Historical Returns

Returns include dividend reinvestment.

Period	DFP	WTPI
1 month	-3.62%	+0.27%
3 months	-3.75%	+1.24%
6 months	-0.50%	+3.33%
1 year	+6.84%	+17.70%
5 years(CAGR)	-0.22%	+9.62%
10 years(CAGR)	+5.74%	+8.15%
Max(CAGR)	+6.14%	+8.32%

DFP

-3.62%

Winner

WTPI

+0.27%

DFP

-3.75%

Winner

WTPI

+1.24%

DFP

-0.50%

Winner

WTPI

+3.33%

DFP

+6.84%

Winner

WTPI

+17.70%

5Y(CAGR)

DFP

-0.22%

Winner

WTPI

+9.62%

10Y(CAGR)

DFP

+5.74%

Winner

WTPI

+8.15%

Max(CAGR)

DFP

+6.14%

Winner

WTPI

+8.32%

DFP vs WTPI - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	DFP	WTPI
2026	-0.57%	+2.55%
2025	+10.31%	+14.68%
2024	+19.43%	+17.32%
2023	-0.07%	+16.06%
2022	-26.48%	-10.28%
2021	+3.72%	+21.54%
2020	+16.02%	+1.32%
2019	+37.39%	+13.06%
2018	-17.37%	-7.39%
2017	+19.84%	+9.98%
2016	+11.94%	+11.18%
2015	+9.80%	N/A
2014	+17.05%	N/A
2013	-13.92%	N/A

DFP vs WTPI Drawdown Comparison

The maximum drawdown for DFP was -47.27%, occurring on Mar 23, 2020. Recovery took 146 trading sessions.

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

The current DFP drawdown is -6.14%. The current WTPI drawdown is -1.53%.

Rank	DFP	WTPI
#1	-47.27% Feb 19, 2020 - Sep 16, 2020	-28.40% Feb 21, 2020 - Jan 8, 2021
#2	-39.97% Apr 21, 2021 - Feb 17, 2026	-16.56% Apr 20, 2022 - Dec 14, 2023
#3	-22.67% Dec 20, 2017 - Apr 16, 2019	-15.34% Oct 2, 2018 - Jan 2, 2020
#4	-19.29% May 29, 2013 - Jun 13, 2014	-15.25% Feb 19, 2025 - Jul 16, 2025
#5	-12.86% Oct 3, 2016 - Jan 23, 2017	-8.19% Jan 26, 2018 - May 21, 2018
#6	-9.97% Feb 18, 2026 - Mar 30, 2026	-7.56% Jul 16, 2024 - Oct 8, 2024
#7	-8.10% May 4, 2015 - Nov 3, 2015	-7.13% Feb 10, 2026 - May 13, 2026
#8	-6.40% Dec 22, 2020 - Feb 3, 2021	-5.42% Dec 29, 2021 - Mar 21, 2022
#9	-5.78% Jun 26, 2014 - Nov 11, 2014	-4.82% Mar 28, 2024 - May 15, 2024
#10	-5.74% Nov 30, 2015 - Dec 29, 2015	-3.54% Dec 16, 2024 - Jan 23, 2025
#11	-5.70% Feb 27, 2017 - Apr 7, 2017	-3.26% Nov 12, 2025 - Nov 26, 2025
#12	-5.42% Dec 1, 2014 - Jan 27, 2015	-3.02% Feb 17, 2021 - Mar 10, 2021
#13	-4.87% Feb 17, 2021 - Mar 11, 2021	-2.95% Jun 23, 2016 - Jul 1, 2016
#14	-4.71% Sep 8, 2016 - Sep 30, 2016	-2.92% Nov 18, 2021 - Dec 8, 2021
#15	-4.56% Jan 6, 2016 - Mar 14, 2016	-2.71% Sep 24, 2021 - Oct 14, 2021

Correlation

Correlation between DFP and WTPI is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2013 - 2026)

DFP vs WTPI dividend yield comparison.

Year	DFP	WTPI
2026	3.16%	3.78%
2025	6.99%	13.18%
2024	6.81%	11.99%
2023	7.39%	8.94%
2022	10.54%	3.27%
2021	7.03%	0.00%
2020	6.36%	1.43%
2019	6.41%	1.47%
2018	8.75%	6.46%
2017	7.11%	3.52%
2016	8.16%	2.27%
2015	8.38%	0.00%
2014	8.63%	0.00%
2013	4.83%	0.00%