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WTIP vs. BTAL
Performance
Return for Risk
Dividends
Drawdowns
Volatility

WTIP vs. BTAL

Last updated Apr 1, 2026

Compare and contrast key facts about WisdomTree Inflation Plus Fund (WTIP) and AGFiQ US Market Neutral Anti-Beta Fund (BTAL).

WTIP and BTAL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTIP is an actively managed fund by WisdomTree. It was launched on Jun 18, 2025. BTAL is a passively managed fund by AGF that tracks the performance of the Dow Jones U.S. Thematic Market Neutral Anti-Beta Total Return Index. It was launched on Sep 13, 2011.

Performance

WTIP vs. BTAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Inflation Plus Fund (WTIP) and AGFiQ US Market Neutral Anti-Beta Fund (BTAL). The values are adjusted to include any dividend payments, if applicable.

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WTIP vs. BTAL - Yearly Performance Comparison

2026 (YTD)2025
WTIP
WisdomTree Inflation Plus Fund		12.54%14.00%
BTAL
AGFiQ US Market Neutral Anti-Beta Fund		-2.99%-19.12%

Returns By Period

In the year-to-date period, WTIP achieves a 12.54% return, which is significantly higher than BTAL's -2.99% return.

WTIP

1D
0.44%
1M
5.96%
YTD
12.54%
6M
20.94%
1Y
—
3Y*
—
5Y*
—
10Y*
—

BTAL

1D
-2.72%
1M
-0.85%
YTD
-2.99%
6M
-10.10%
1Y
-31.33%
3Y*
-8.29%
5Y*
-1.50%
10Y*
-3.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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

WisdomTree Inflation Plus Fund

AGFiQ US Market Neutral Anti-Beta Fund

Often compared with WTIP:
WTIP vs. RAAXWTIP vs. INFLWTIP vs. FFLSWTIP vs. EMPBWTIP vs. CLIXWTIP vs. HDGWTIP vs. HEFT
Often compared with BTAL:
BTAL vs. SPYBTAL vs. TAILBTAL vs. KMLMBTAL vs. CCORBTAL vs. VOOBTAL vs. EUOBTAL vs. CPB

WTIP vs. BTAL - Expense Ratio Comparison

WTIP has a 0.65% expense ratio, which is lower than BTAL's 2.11% expense ratio.

BTAL
AGFiQ US Market Neutral Anti-Beta Fund
WTIP
WisdomTree Inflation Plus Fund

Return for Risk

WTIP vs. BTAL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WTIP
BTAL
BTAL Risk / Return Rank: 11
Overall Rank
BTAL Sharpe Ratio Rank: 00
Sharpe Ratio Rank
BTAL Sortino Ratio Rank: 00
Sortino Ratio Rank
BTAL Omega Ratio Rank: 00
Omega Ratio Rank
BTAL Calmar Ratio Rank: 11
Calmar Ratio Rank
BTAL Martin Ratio Rank: 33
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.

WTIP vs. BTAL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) and AGFiQ US Market Neutral Anti-Beta Fund (BTAL). 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.

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

WTIP vs. BTAL - Sharpe Ratio Comparison

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Sharpe Ratios by Period

WTIPBTALDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

-1.40

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

-0.08

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

-0.19

—

Sharpe Ratio (All Time)

Calculated using the full available price history

2.53

-0.17

+2.70

Correlation

The correlation between WTIP and BTAL is -0.19. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

WTIP vs. BTAL - Dividend Comparison

WTIP's dividend yield for the trailing twelve months is around 1.46%, less than BTAL's 2.56% yield.

TTM20252024202320222021202020192018
WTIP
WisdomTree Inflation Plus Fund		1.46%1.59%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BTAL
AGFiQ US Market Neutral Anti-Beta Fund		2.56%2.49%3.49%6.14%1.01%0.00%0.00%0.88%0.39%

Drawdowns

WTIP vs. BTAL - Drawdown Comparison

The maximum WTIP drawdown since its inception was -7.45%, smaller than the maximum BTAL drawdown of -41.01%. Use the drawdown chart below to compare losses from any high point for WTIP and BTAL.

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Drawdown Indicators

WTIPBTALDifference

Max Drawdown

Largest peak-to-trough decline

-7.45%

-41.01%

+33.56%

Max Drawdown (1Y)

Largest decline over 1 year

—

-34.94%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-34.94%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-41.01%

—

Current Drawdown

Current decline from peak

-1.72%

-39.53%

+37.81%

Average Drawdown

Average peak-to-trough decline

-1.32%

-21.67%

+20.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

25.64%

—

Volatility

WTIP vs. BTAL - Volatility Comparison

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Volatility by Period

WTIPBTALDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

6.87%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

15.84%

—

Volatility (1Y)

Calculated over the trailing 1-year period

14.97%

22.51%

-7.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.97%

18.36%

-3.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.97%

17.04%

-2.07%