WTIP vs. BFLX
WTIP (WisdomTree Inflation Plus Fund) and BFLX (iShares Flexible Equity Active ETF) are both Long-Short funds. Both are actively managed. At a 0.41 correlation, their price movements are largely independent. WTIP charges 0.65%/yr vs 0.40%/yr for BFLX.
Performance
WTIP vs. BFLX - Performance Comparison
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Returns By Period
WTIP
- 1D
- -0.47%
- 1M
- -3.42%
- 6M
- 4.08%
- YTD
- 6.90%
- 1Y
- 18.27%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BFLX
- 1D
- -1.12%
- 1M
- -0.58%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WTIP vs. BFLX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WTIP WisdomTree Inflation Plus Fund | -9.82% |
BFLX iShares Flexible Equity Active ETF | 0.28% |
Correlation
The correlation between WTIP and BFLX is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 20, 2026 | 0.41 |
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Return for Risk
WTIP vs. BFLX — Risk / Return Rank
WTIP
BFLX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
WTIP vs. BFLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) and iShares Flexible Equity Active ETF (BFLX). 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.
| WTIP | BFLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.22 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | — | — |
| Martin ratioReturn relative to average drawdown | 3.76 | — | — |
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Drawdowns
WTIP vs. BFLX - Drawdown Comparison
The maximum WTIP drawdown since its inception was -16.52%, which is greater than BFLX's maximum drawdown of -3.85%. Use the drawdown chart below to compare losses from any high point for WTIP and BFLX.
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Drawdown Indicators
| WTIP | BFLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.52% | -3.85% | -12.67% |
Max Drawdown (1Y)Largest decline over 1 year | -16.52% | — | — |
Current DrawdownCurrent decline from peak | -14.31% | -2.47% | -11.84% |
Average DrawdownAverage peak-to-trough decline | -2.57% | -1.32% | -1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.87% | — | — |
Volatility
WTIP vs. BFLX - Volatility Comparison
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Volatility by Period
| WTIP | BFLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 15.68% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.30% | 14.58% | +2.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 14.58% | +2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 14.58% | +2.36% |
WTIP vs. BFLX - Expense Ratio Comparison
WTIP has a 0.65% expense ratio, which is higher than BFLX's 0.40% expense ratio.
Dividends
WTIP vs. BFLX - Dividend Comparison
WTIP's dividend yield for the trailing twelve months is around 3.78%, while BFLX has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
BFLX iShares Flexible Equity Active ETF | 0.00% | 0.00% |
WTIP WisdomTree Inflation Plus Fund | 3.78% | 1.59% |
Frequently Asked Questions
WTIP and BFLX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BFLX is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BFLX is cheaper with a 0.40% expense ratio, compared with 0.65% for WTIP.
WTIP has the higher dividend yield at 3.78%, compared with 0.00% for BFLX.
They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.65% for WTIP and 0.40% for BFLX.
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