BTAL vs. WTIP
BTAL (AGFiQ US Market Neutral Anti-Beta Fund) and WTIP (WisdomTree Inflation Plus Fund) are both Long-Short funds. BTAL is passively managed, while WTIP is actively managed. At a correlation of -0.12, they often move in opposite directions. BTAL charges 2.11%/yr vs 0.65%/yr for WTIP.
Performance
BTAL vs. WTIP - Performance Comparison
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Returns By Period
In the year-to-date period, BTAL achieves a -19.67% return, which is significantly lower than WTIP's 14.34% return.
BTAL
- 1D
- 0.70%
- 1M
- -6.55%
- YTD
- -19.67%
- 6M
- -18.88%
- 1Y
- -37.06%
- 3Y*
- -12.64%
- 5Y*
- -4.56%
- 10Y*
- -4.73%
WTIP
- 1D
- -0.67%
- 1M
- -3.73%
- YTD
- 14.34%
- 6M
- 16.36%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BTAL vs. WTIP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BTAL AGFiQ US Market Neutral Anti-Beta Fund | -19.67% | -19.12% |
WTIP WisdomTree Inflation Plus Fund | 14.34% | 14.00% |
Correlation
The correlation between BTAL and WTIP is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 20, 2025 | -0.12 |
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Return for Risk
BTAL vs. WTIP — Risk / Return Rank
BTAL
WTIP
BTAL vs. WTIP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AGFiQ US Market Neutral Anti-Beta Fund (BTAL) and WisdomTree Inflation Plus Fund (WTIP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BTAL | WTIP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 0.72 | — | — |
| Calmar ratioReturn relative to maximum drawdown | -0.99 | — | — |
| Martin ratioReturn relative to average drawdown | -1.72 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BTAL | WTIP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.72 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.24 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.28 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.24 | 1.89 | -2.13 |
Drawdowns
BTAL vs. WTIP - Drawdown Comparison
The maximum BTAL drawdown since its inception was -50.28%, which is greater than WTIP's maximum drawdown of -8.35%. Use the drawdown chart below to compare losses from any high point for BTAL and WTIP.
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Drawdown Indicators
| BTAL | WTIP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.28% | -8.35% | -41.93% |
Max Drawdown (1Y)Largest decline over 1 year | -37.50% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -45.16% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -45.16% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -50.28% | — | — |
Current DrawdownCurrent decline from peak | -49.93% | -8.35% | -41.58% |
Average DrawdownAverage peak-to-trough decline | -21.95% | -1.39% | -20.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.54% | — | — |
Volatility
BTAL vs. WTIP - Volatility Comparison
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Volatility by Period
| BTAL | WTIP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.54% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 15.38% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 21.59% | 17.05% | +4.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.75% | 17.05% | +1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 17.05% | +0.18% |
BTAL vs. WTIP - Expense Ratio Comparison
BTAL has a 2.11% expense ratio, which is higher than WTIP's 0.65% expense ratio.
Dividends
BTAL vs. WTIP - Dividend Comparison
BTAL's dividend yield for the trailing twelve months is around 3.10%, more than WTIP's 2.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BTAL AGFiQ US Market Neutral Anti-Beta Fund | 3.10% | 2.49% | 3.49% | 6.14% | 1.01% | 0.00% | 0.00% | 0.88% | 0.39% |
WTIP WisdomTree Inflation Plus Fund | 2.80% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BTAL and WTIP have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTIP is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTIP is cheaper with a 0.65% expense ratio, compared with 2.11% for BTAL.
BTAL has the higher dividend yield at 3.10%, compared with 2.80% for WTIP.
They also come from different issuers: AGF and WisdomTree. Their fees differ too: 2.11% for BTAL and 0.65% for WTIP.
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