WTPI vs AAEQ

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

WTPI vs AAEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

WTPI

$496M

AAEQ

$496M

Expense Ratio

WTPI

0.44%

Winner

AAEQ

0.09%

Max Drawdown

WTPI

32.31%

Winner

AAEQ

10.35%

Sharpe Ratio

Winner

WTPI

1.09

AAEQ

0.65

5Y Beta

Winner

WTPI

0.69

AAEQ

1.01

P/E Ratio

WTPI

N/A

AAEQ

25.67

Forward P/E

WTPI

N/A

AAEQ

20.87

PEG Ratio

WTPI

N/A

AAEQ

0.35

5Y Dividends CAGR

WTPI

60.40%

AAEQ

N/A

5Y EPS CAGR

WTPI

N/A

AAEQ

29.78%

Debt to Equity

WTPI

N/A

AAEQ

47.40%

P/S Ratio

WTPI

N/A

AAEQ

4.07

P/B Ratio

WTPI

N/A

AAEQ

6.04

WTPI vs AAEQ - Holdings Comparison

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

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

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

WTPI vs AAEQ - Historical Returns

Returns include dividend reinvestment.

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

WTPI

+2.94%

Winner

AAEQ

+3.86%

Winner

WTPI

+2.89%

AAEQ

+2.14%

WTPI

+4.24%

Winner

AAEQ

+10.73%

WTPI

+14.79%

AAEQ

N/A

5Y(CAGR)

WTPI

+9.46%

AAEQ

N/A

10Y(CAGR)

WTPI

+8.21%

AAEQ

N/A

Max(CAGR)

WTPI

+8.55%

Winner

AAEQ

+12.34%

WTPI vs AAEQ - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

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

WTPI vs AAEQ Drawdown Comparison

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

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

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

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