PUTW vs. RATE ETF Comparison
Comparison of WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) to Global X Interest Rate Hedge ETF (RATE)
PUTW
WisdomTree CBOE S&P 500 PutWrite Strategy Fund
PUTW Description
The investment seeks to track the price and yield performance, before fees and expenses, of the CBOE S&P 500 PutWrite Index (the "index"). Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index tracks the value of a cash-secured put option sales strategy, which consists of selling (or "writing") S&P 500 Index put options ("SPX Puts") and investing the sale proceeds in one- and three-month Treasury bills. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$33.95
Average Daily Volume
48,084
1
RATE
Global X Interest Rate Hedge ETF
RATE Description
The fund is an actively managed exchange traded fund that seeks to achieve its investment objective primarily by investing in (1) long put options position(s) on exchange traded funds that primarily invest in U.S. Treasuries and/or long put options position(s) on U.S. Treasury futures, and/or (2) long interest rate payer swap options ("swaptions"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$19.95
Average Daily Volume
2,135
1
Performance
| Period | PUTW | RATE |
|---|---|---|
| 30 Days | 1.76% | 2.53% |
| 60 Days | 4.20% | 15.04% |
| 90 Days | 5.29% | 11.72% |
| 12 Months | 21.77% | -3.69% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PUTW | Weight in RATE | Overlap |
|---|
PUTW Overweight 1 Positions Relative to RATE
| Symbol | Grade | Weight | |
|---|---|---|---|
| USFR | A | 491.72% |
PUTW Underweight 1 Positions Relative to RATE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CLIP | A | -82.29% |
PUTW: Top Represented Industries & Keywords
RATE: Top Represented Industries & Keywords
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