PortfoliosLab logoPortfoliosLab logo
EQLS vs. WTIP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EQLS vs. WTIP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Market Neutral Equity Long/Short ETF (EQLS) and WisdomTree Inflation Plus Fund (WTIP). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


EQLS

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

WTIP

1D
-2.14%
1M
-10.71%
YTD
4.15%
6M
3.35%
1Y
18.95%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EQLS vs. WTIP - Yearly Performance Comparison


Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

EQLS vs. WTIP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EQLS

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


WTIP
WTIP Risk / Return Rank: 3333
Overall Rank
WTIP Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
WTIP Sortino Ratio Rank: 3030
Sortino Ratio Rank
WTIP Omega Ratio Rank: 3838
Omega Ratio Rank
WTIP Calmar Ratio Rank: 2626
Calmar Ratio Rank
WTIP Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EQLS vs. WTIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Market Neutral Equity Long/Short ETF (EQLS) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EQLSWTIPDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.23

Calmar ratioReturn relative to maximum drawdown

1.15

Martin ratioReturn relative to average drawdown

5.29

EQLS vs. WTIP - Sharpe Ratio Comparison


Loading charts...

Drawdowns

EQLS vs. WTIP - Drawdown Comparison


Loading charts...

Drawdown Indicators


EQLSWTIPDifference

Max Drawdown

Largest peak-to-trough decline

-16.52%

Max Drawdown (1Y)

Largest decline over 1 year

-16.52%

Current Drawdown

Current decline from peak

-16.52%

Average Drawdown

Average peak-to-trough decline

-1.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.59%

Volatility

EQLS vs. WTIP - Volatility Comparison


Loading charts...

Volatility by Period


EQLSWTIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.20%

Volatility (6M)

Calculated over the trailing 6-month period

16.06%

Volatility (1Y)

Calculated over the trailing 1-year period

17.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.18%

EQLS vs. WTIP - Expense Ratio Comparison

EQLS has a 1.00% expense ratio, which is higher than WTIP's 0.65% expense ratio.


Dividends

EQLS vs. WTIP - Dividend Comparison

EQLS has not paid dividends to shareholders, while WTIP's dividend yield for the trailing twelve months is around 3.08%.


PositionTTM202520242023
EQLS
Simplify Market Neutral Equity Long/Short ETF
0.00%0.45%0.95%8.50%
WTIP
WisdomTree Inflation Plus Fund
3.08%1.59%0.00%0.00%

Frequently Asked Questions


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 1.00% for EQLS.

WTIP has the higher dividend yield at 3.08%, compared with 0.00% for EQLS.

They also come from different issuers: Simplify and WisdomTree. Their fees differ too: 1.00% for EQLS and 0.65% for WTIP.

Portfolio Optimizer

Find the right allocation for EQLS and WTIP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer