WTPI vs DFP

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

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

WTPI vs DFP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

WTPI

$461M

Winner

DFP

$463M

Expense Ratio

WTPI

0.44%

DFP

N/A

Max Drawdown

Winner

WTPI

32.31%

DFP

50.80%

Sharpe Ratio

Winner

WTPI

1.41

DFP

0.42

5Y Beta

WTPI

0.70

Winner

DFP

0.38

5Y Dividends CAGR

Winner

WTPI

60.18%

DFP

-4.91%

WTPI vs DFP - Historical Returns

Returns include dividend reinvestment.

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

Winner

WTPI

+0.27%

DFP

-3.62%

Winner

WTPI

+1.24%

DFP

-3.75%

Winner

WTPI

+3.33%

DFP

-0.50%

Winner

WTPI

+17.70%

DFP

+6.84%

5Y(CAGR)

Winner

WTPI

+9.62%

DFP

-0.22%

10Y(CAGR)

Winner

WTPI

+8.15%

DFP

+5.74%

Max(CAGR)

Winner

WTPI

+8.32%

DFP

+6.14%

WTPI vs DFP - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

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

WTPI vs DFP Drawdown Comparison

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

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

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

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

Correlation

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

0.72

-101

Dividend Comparison (2013 - 2026)

WTPI vs DFP dividend yield comparison.

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