WTPI vs TUSI
Comparison between WISDOMTREE EQUITY PREMIUM INCOME FUND (WTPI, ETF) and TOUCHSTONE ULTRA SHORT INCOME ETF (TUSI, ETF).
WTPI vs TUSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTPI
$461M
Winner
TUSI
$462M
Expense Ratio
WTPI
0.44%
Winner
TUSI
0.25%
Max Drawdown
WTPI
32.31%
Winner
TUSI
1.08%
Sharpe Ratio
Winner
WTPI
1.41
TUSI
0.88
5Y Beta
WTPI
0.70
Winner
TUSI
-0.00
5Y Dividends CAGR
WTPI
60.18%
TUSI
N/A
WTPI vs TUSI - Historical Returns
Returns include dividend reinvestment.
1M
WTPI
+0.27%
Winner
TUSI
+0.32%
3M
Winner
WTPI
+1.24%
TUSI
+0.94%
6M
Winner
WTPI
+3.33%
TUSI
+1.98%
1Y
Winner
WTPI
+17.70%
TUSI
+4.71%
5Y(CAGR)
WTPI
+9.62%
TUSI
N/A
10Y(CAGR)
WTPI
+8.15%
TUSI
N/A
Max(CAGR)
Winner
WTPI
+8.32%
TUSI
+5.38%
WTPI vs TUSI - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | WTPI | TUSI |
|---|---|---|
| 2026 | +2.55% | +1.64% |
| 2025 | +14.68% | +5.02% |
| 2024 | +17.32% | +6.42% |
| 2023 | +16.06% | +6.44% |
| 2022 | -10.28% | +0.84% |
| 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 TUSI Drawdown Comparison
The maximum drawdown for WTPI was -28.40%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for TUSI was -0.40%, occurring on Nov 8, 2022. Recovery took 63 trading sessions.
The current WTPI drawdown is -1.53%. The current TUSI drawdown is -0.08%.
| Rank | WTPI | TUSI |
|---|---|---|
| #1 | -28.40% Feb 21, 2020 - Jan 8, 2021 | -0.40% Sep 1, 2022 - Dec 1, 2022 |
| #2 | -16.56% Apr 20, 2022 - Dec 14, 2023 | -0.39% Apr 3, 2025 - Apr 28, 2025 |
| #3 | -15.34% Oct 2, 2018 - Jan 2, 2020 | -0.28% Nov 14, 2024 - Dec 2, 2024 |
| #4 | -15.25% Feb 19, 2025 - Jul 16, 2025 | -0.27% Mar 13, 2023 - Apr 4, 2023 |
| #5 | -8.19% Jan 26, 2018 - May 21, 2018 | -0.25% Oct 3, 2024 - Oct 17, 2024 |
| #6 | -7.56% Jul 16, 2024 - Oct 8, 2024 | -0.24% May 23, 2025 - May 30, 2025 |
| #7 | -7.13% Feb 10, 2026 - May 13, 2026 | -0.24% Oct 22, 2025 - Nov 11, 2025 |
| #8 | -5.42% Dec 29, 2021 - Mar 21, 2022 | -0.20% Aug 5, 2025 - Aug 13, 2025 |
| #9 | -4.82% Mar 28, 2024 - May 15, 2024 | -0.20% Jul 22, 2025 - Jul 29, 2025 |
| #10 | -3.54% Dec 16, 2024 - Jan 23, 2025 | -0.20% Oct 2, 2025 - Oct 20, 2025 |
| #11 | -3.26% Nov 12, 2025 - Nov 26, 2025 | -0.18% Jan 27, 2025 - Jan 30, 2025 |
| #12 | -3.02% Feb 17, 2021 - Mar 10, 2021 | -0.16% May 24, 2023 - Jun 1, 2023 |
| #13 | -2.95% Jun 23, 2016 - Jul 1, 2016 | -0.16% May 22, 2026 - May 28, 2026 |
| #14 | -2.92% Nov 18, 2021 - Dec 8, 2021 | -0.14% Nov 3, 2023 - Nov 13, 2023 |
| #15 | -2.71% Sep 24, 2021 - Oct 14, 2021 | -0.14% Apr 9, 2024 - Apr 19, 2024 |
Correlation
Correlation between WTPI and TUSI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2016 - 2026)
WTPI vs TUSI dividend yield comparison.
| Year | WTPI | TUSI |
|---|---|---|
| 2026 | 3.78% | 1.71% |
| 2025 | 13.18% | 4.85% |
| 2024 | 11.99% | 5.50% |
| 2023 | 8.94% | 5.41% |
| 2022 | 3.27% | 1.38% |
| 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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