WTPI vs SFTX
Comparison between WISDOMTREE EQUITY PREMIUM INCOME FUND (WTPI, ETF) and Horizon International Managed Risk ETF (SFTX, ETF).
WTPI vs SFTX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
WTPI
$496M
SFTX
$495M
Expense Ratio
Winner
WTPI
0.44%
SFTX
0.82%
Max Drawdown
WTPI
32.31%
Winner
SFTX
12.75%
Sharpe Ratio
WTPI
1.09
Winner
SFTX
1.40
5Y Beta
Winner
WTPI
0.69
SFTX
1.29
5Y Dividends CAGR
WTPI
60.40%
SFTX
N/A
WTPI vs SFTX - Holdings Comparison
WTPI and SFTX have 0 common holdings. Overlap is 0.00%
WTPI's top 25 holdings weight is 4.45%. SFTX's top 25 holdings weight is 32.23%.
| Rank | WTPI | SFTX |
|---|---|---|
| #1 | WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 4.47% | n/a (n/a) - 4.36% |
| #2 | NUVEEN CALIFORNIA MUNICIPAL VALUE FUND INC (NCA) - -0.02% | ASML HOLDING NV (n/a) - 3.88% |
| #3 | N/A | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.18% |
| #4 | N/A | SHELL PLC (n/a) - 1.74% |
| #5 | N/A | THE TORONTO-DOMINION BANK (n/a) - 1.70% |
| #6 | N/A | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.60% |
| #7 | N/A | SK HYNIX INC (n/a) - 1.54% |
| #8 | N/A | TOTALENERGIES SE (TTE:XPAR) - 1.40% |
| #9 | N/A | ADVANTEST CORP (n/a) - 1.18% |
| #10 | N/A | NOVARTIS AG REGISTERED SHARES (n/a) - 1.15% |
| #11 | N/A | UBS GROUP AG REGISTERED SHARES (n/a) - 1.08% |
| #12 | N/A | ROYAL BANK OF CANADA (RY) - 1.04% |
| #13 | N/A | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.01% |
| #14 | N/A | AGNICO EAGLE MINES LTD (AEM) - 1.00% |
| #15 | N/A | ISHARES MSCI INDIA ETF (INDA) - 0.98% |
| #16 | N/A | TOKYO ELECTRON LTD (n/a) - 0.96% |
| #17 | N/A | ALLIANZ SE (n/a) - 0.89% |
| #18 | N/A | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.86% |
| #19 | N/A | BARRICK MINING CORP (n/a) - 0.86% |
| #20 | N/A | ASTRAZENECA PLC (AZN) - 0.84% |
| #21 | N/A | CANADIAN NATIONAL RAILWAY CO (n/a) - 0.41% |
| #22 | N/A | ALIMENTATION COUCHE-TARD INC (n/a) - 0.40% |
| #23 | N/A | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.40% |
| #24 | N/A | LENOVO GROUP LTD (n/a) - 0.39% |
| #25 | N/A | UNITED MICROELECTRONICS CORP (n/a) - 0.38% |
| Total Holdings | 2 | 254 |
WTPI vs SFTX - Historical Returns
Returns include dividend reinvestment.
1M
WTPI
+2.94%
Winner
SFTX
+6.01%
3M
Winner
WTPI
+2.89%
SFTX
+2.35%
6M
WTPI
+4.24%
Winner
SFTX
+6.83%
1Y
WTPI
+14.79%
SFTX
N/A
5Y(CAGR)
WTPI
+9.46%
SFTX
N/A
10Y(CAGR)
WTPI
+8.21%
SFTX
N/A
Max(CAGR)
WTPI
+8.55%
Winner
SFTX
+37.10%
WTPI vs SFTX - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | WTPI | SFTX |
|---|---|---|
| 2026 | +6.74% | +21.23% |
| 2025 | +14.68% | +1.61% |
| 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 SFTX Drawdown Comparison
The maximum drawdown for WTPI was -28.40%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for SFTX was -12.75%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.
The current WTPI drawdown is -0.39%.
| Rank | WTPI | SFTX |
|---|---|---|
| #1 | -28.40% Feb 21, 2020 - Jan 8, 2021 | -12.75% Feb 25, 2026 - May 5, 2026 |
| #2 | -16.56% Apr 20, 2022 - Dec 14, 2023 | -7.60% Jun 22, 2026 - Aug 17, 2026 |
| #3 | -15.34% Oct 2, 2018 - Jan 2, 2020 | -5.21% Jun 4, 2026 - Jun 15, 2026 |
| #4 | -15.25% Feb 19, 2025 - Jul 16, 2025 | -4.27% May 14, 2026 - Jun 1, 2026 |
| #5 | -8.19% Jan 26, 2018 - May 21, 2018 | -3.14% Jan 29, 2026 - Feb 9, 2026 |
| #6 | -7.56% Jul 16, 2024 - Oct 8, 2024 | -2.33% Dec 11, 2025 - Dec 23, 2025 |
| #7 | -7.13% Feb 10, 2026 - May 13, 2026 | -2.19% May 11, 2026 - May 14, 2026 |
| #8 | -5.42% Dec 29, 2021 - Mar 21, 2022 | -1.93% Aug 17, 2026 - Aug 25, 2026 |
| #9 | -4.82% Mar 28, 2024 - May 15, 2024 | -1.80% Jan 15, 2026 - Jan 22, 2026 |
| #10 | -3.54% Dec 16, 2024 - Jan 23, 2025 | -1.49% May 6, 2026 - May 8, 2026 |
| #11 | -3.26% Nov 12, 2025 - Nov 26, 2025 | -1.29% Feb 11, 2026 - Feb 20, 2026 |
| #12 | -3.02% Feb 17, 2021 - Mar 10, 2021 | -1.12% Jun 15, 2026 - Jun 18, 2026 |
| #13 | -2.95% Jun 23, 2016 - Jul 1, 2016 | -1.09% Jan 6, 2026 - Jan 9, 2026 |
| #14 | -2.92% Nov 18, 2021 - Dec 8, 2021 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
| #15 | -2.86% Jun 1, 2026 - Jun 15, 2026 | -0.29% Jun 2, 2026 - Jun 4, 2026 |
Correlation
Correlation between WTPI and SFTX is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2016 - 2026)
WTPI vs SFTX dividend yield comparison.
| Year | WTPI | SFTX |
|---|---|---|
| 2026 | 5.67% | 0.00% |
| 2025 | 13.18% | 0.25% |
| 2024 | 11.99% | 0.00% |
| 2023 | 8.94% | 0.00% |
| 2022 | 3.27% | 0.00% |
| 2020 | 1.43% | 0.00% |
| 2019 | 1.47% | 0.00% |
| 2018 | 6.46% | 0.00% |
| 2017 | 3.52% | 0.00% |
| 2016 | 2.27% | 0.00% |
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