IDUB vs. WTIP

Last updated Jun 24, 2026

IDUB (Aptus International Enhanced Yield ETF) and WTIP (WisdomTree Inflation Plus Fund) are both Long-Short funds. Both are actively managed. Over the past year, IDUB returned 31.78% vs 21.41% for WTIP. At a 0.22 correlation, their price movements are largely independent. IDUB charges 0.45%/yr vs 0.65%/yr for WTIP.

Performance

IDUB vs. WTIP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus International Enhanced Yield ETF (IDUB) and WisdomTree Inflation Plus Fund (WTIP). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IDUB achieves a 14.34% return, which is significantly higher than WTIP's 6.43% return.

IDUB

• 1D: -2.69%
• 1M: 0.48%
• YTD: 14.34%
• 6M: 14.11%
• 1Y: 31.78%
• 3Y*: 17.49%
• 5Y*: —
• 10Y*: —

WTIP

• 1D: -2.55%
• 1M: -8.75%
• YTD: 6.43%
• 6M: 5.21%
• 1Y: 21.41%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IDUB vs. WTIP - Yearly Performance Comparison

	2026 (YTD)	2025
IDUB Aptus International Enhanced Yield ETF	14.34%	15.03%
WTIP WisdomTree Inflation Plus Fund	6.43%	13.49%

Correlation

The correlation between IDUB and WTIP is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.22
Correlation (All Time) Calculated using the full available price history since Jun 18, 2025	0.22

Return for Risk

IDUB vs. WTIP — Risk / Return Rank

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

IDUB

IDUB Risk / Return Rank: 63
IDUB Sharpe Ratio Rank: 63
IDUB Sortino Ratio Rank: 62
IDUB Omega Ratio Rank: 65
IDUB Calmar Ratio Rank: 60
IDUB Martin Ratio Rank: 64

WTIP

WTIP Risk / Return Rank: 37
WTIP Sharpe Ratio Rank: 38
WTIP Sortino Ratio Rank: 33
WTIP Omega Ratio Rank: 42
WTIP Calmar Ratio Rank: 31
WTIP Martin Ratio Rank: 41

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.

IDUB vs. WTIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus International Enhanced Yield ETF (IDUB) 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.

	IDUB	WTIP	Difference
Sharpe ratio: Return per unit of total volatility	1.94	1.26	+0.69
Sortino ratio: Return per unit of downside risk	2.67	1.66	+1.01
Omega ratio: Gain probability vs. loss probability	1.36	1.26	+0.10
Calmar ratio: Return relative to maximum drawdown	2.79	1.46	+1.32
Martin ratio: Return relative to average drawdown	10.92	6.25	+4.67

IDUB vs. WTIP - Sharpe Ratio Comparison

The current IDUB Sharpe Ratio is 1.94, which is higher than the WTIP Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of IDUB and WTIP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

IDUB vs. WTIP - Drawdown Comparison

The maximum IDUB drawdown since its inception was -29.20%, which is greater than WTIP's maximum drawdown of -14.69%. Use the drawdown chart below to compare losses from any high point for IDUB and WTIP.

Drawdown Indicators

	IDUB	WTIP	Difference
Max Drawdown Largest peak-to-trough decline	-29.20%	-14.69%	-14.51%
Max Drawdown (1Y) Largest decline over 1 year	-11.46%	-14.69%	+3.23%
Max Drawdown (3Y) Largest decline over 3 years	-12.88%	—	—
Current Drawdown Current decline from peak	-2.69%	-14.69%	+12.00%
Average Drawdown Average peak-to-trough decline	-11.06%	-1.92%	-9.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.92%	3.44%	-0.52%

Volatility

IDUB vs. WTIP - Volatility Comparison

The current volatility for Aptus International Enhanced Yield ETF (IDUB) is 6.55%, while WisdomTree Inflation Plus Fund (WTIP) has a volatility of 10.06%. This indicates that IDUB experiences smaller price fluctuations and is considered to be less risky than WTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IDUB	WTIP	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.55%	10.06%	-3.51%
Volatility (6M) Calculated over the trailing 6-month period	14.22%	15.91%	-1.69%
Volatility (1Y) Calculated over the trailing 1-year period	16.44%	17.12%	-0.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.80%	17.07%	-2.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.80%	17.07%	-2.27%

IDUB vs. WTIP - Expense Ratio Comparison

IDUB has a 0.45% expense ratio, which is lower than WTIP's 0.65% expense ratio.

Dividends

IDUB vs. WTIP - Dividend Comparison

IDUB's dividend yield for the trailing twelve months is around 5.06%, more than WTIP's 3.01% yield.

Position	TTM	2025	2024	2023	2022	2021
IDUB Aptus International Enhanced Yield ETF	5.06%	4.90%	5.64%	3.71%	2.62%	1.38%
WTIP WisdomTree Inflation Plus Fund	3.01%	1.59%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IDUB and WTIP in my portfolio?

IDUB and WTIP have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IDUB or WTIP?

WTIP has higher volatility (10.06%) compared to IDUB (6.55%). In terms of maximum drawdown, IDUB dropped -29.20% vs WTIP's -14.69%.

Which ETF is better, IDUB or WTIP?

On 1-year performance, IDUB leads with 31.78% vs 21.41% for WTIP. On fees, IDUB is cheaper at 0.45% per year. On volatility, IDUB has been the lower-risk option at 6.55%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IDUB or WTIP?

Over the 1-year period, IDUB has performed better with a 31.78% return vs 21.41%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IDUB or WTIP?

IDUB is cheaper with a 0.45% expense ratio, compared with 0.65% for WTIP.

Which ETF pays a higher dividend yield, IDUB or WTIP?

IDUB has the higher dividend yield at 5.06%, compared with 3.01% for WTIP.

What is the main difference between IDUB and WTIP?

They also come from different issuers: Aptus and WisdomTree. Their fees differ too: 0.45% for IDUB and 0.65% for WTIP.

Which has better risk-adjusted returns?

IDUB currently has the higher Sharpe Ratio (1.94 vs 1.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.