WTPI vs BINV

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

WTPI vs BINV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTPI(ETF)	BINV(ETF)
Net Assets	$490M	$490M
Expense Ratio	0.44%	0.70%
Max Drawdown	32.31%	14.96%
Sharpe Ratio	0.98	1.15
5Y Beta	0.70	0.64
5Y Dividends CAGR	60.30%	N/A

Net Assets

WTPI

$490M

Winner

BINV

$490M

Expense Ratio

Winner

WTPI

0.44%

BINV

0.70%

Max Drawdown

WTPI

32.31%

Winner

BINV

14.96%

Sharpe Ratio

WTPI

0.98

Winner

BINV

1.15

5Y Beta

WTPI

0.70

Winner

BINV

0.64

5Y Dividends CAGR

WTPI

60.30%

BINV

N/A

WTPI vs BINV - Holdings Comparison

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

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

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

WTPI vs BINV - Historical Returns

Returns include dividend reinvestment.

Period	WTPI	BINV
1 month	+0.93%	+3.01%
3 months	+2.19%	+3.17%
6 months	+2.15%	+4.33%
1 year	+13.30%	+19.68%
5 years(CAGR)	+9.23%	N/A
10 years(CAGR)	+8.03%	N/A
Max(CAGR)	+8.33%	+23.74%

WTPI

+0.93%

Winner

BINV

+3.01%

WTPI

+2.19%

Winner

BINV

+3.17%

WTPI

+2.15%

Winner

BINV

+4.33%

WTPI

+13.30%

Winner

BINV

+19.68%

5Y(CAGR)

WTPI

+9.23%

BINV

N/A

10Y(CAGR)

WTPI

+8.03%

BINV

N/A

Max(CAGR)

WTPI

+8.33%

Winner

BINV

+23.74%

WTPI vs BINV - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	WTPI	BINV
2026	+3.69%	+7.65%
2025	+14.68%	+38.34%
2024	+17.32%	+8.44%
2023	+16.06%	+12.66%
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 BINV Drawdown Comparison

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

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

The current WTPI drawdown is -1.08%. The current BINV drawdown is -2.49%.

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