WTIP vs. BTAL

Last updated Jun 4, 2026

WTIP (WisdomTree Inflation Plus Fund) and BTAL (AGFiQ US Market Neutral Anti-Beta Fund) are both Long-Short funds. WTIP is actively managed, while BTAL is passively managed. At a correlation of -0.12, they often move in opposite directions. WTIP charges 0.65%/yr vs 2.11%/yr for BTAL.

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.

Returns By Period

In the year-to-date period, WTIP achieves a 14.34% return, which is significantly higher than BTAL's -19.67% return.

WTIP

• 1D: -0.67%
• 1M: -3.73%
• YTD: 14.34%
• 6M: 16.36%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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%

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

WTIP vs. BTAL - Yearly Performance Comparison

	2026 (YTD)	2025
WTIP WisdomTree Inflation Plus Fund	14.34%	14.00%
BTAL AGFiQ US Market Neutral Anti-Beta Fund	-19.67%	-19.12%

Correlation

The correlation between WTIP and BTAL 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

Return for Risk

WTIP vs. BTAL — Risk / Return Rank

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

BTAL

BTAL Risk / Return Rank: 0
BTAL Sharpe Ratio Rank: 0
BTAL Sortino Ratio Rank: 0
BTAL Omega Ratio Rank: 0
BTAL Calmar Ratio Rank: 0
BTAL Martin Ratio Rank: 0

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.

Sharpe Ratios by Period

	WTIP	BTAL	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	1.89	-0.24	+2.13

Drawdowns

WTIP vs. BTAL - Drawdown Comparison

The maximum WTIP drawdown since its inception was -8.35%, smaller than the maximum BTAL drawdown of -50.28%. Use the drawdown chart below to compare losses from any high point for WTIP and BTAL.

Drawdown Indicators

	WTIP	BTAL	Difference
Max Drawdown Largest peak-to-trough decline	-8.35%	-50.28%	+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 Drawdown Current decline from peak	-8.35%	-49.93%	+41.58%
Average Drawdown Average peak-to-trough decline	-1.39%	-21.95%	+20.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	21.54%	—

Volatility

Volatility by Period

	WTIP	BTAL	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	17.05%	21.59%	-4.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.05%	18.75%	-1.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.05%	17.23%	-0.18%

WTIP vs. BTAL - Expense Ratio Comparison

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

Dividends

WTIP vs. BTAL - Dividend Comparison

WTIP's dividend yield for the trailing twelve months is around 2.80%, less than BTAL's 3.10% 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

Can I hold both WTIP and BTAL in my portfolio?

WTIP and BTAL 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.

Which ETF is better, WTIP or BTAL?

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.

Which ETF is cheaper, WTIP or BTAL?

WTIP is cheaper with a 0.65% expense ratio, compared with 2.11% for BTAL.

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

BTAL has the higher dividend yield at 3.10%, compared with 2.80% for WTIP.

What is the main difference between WTIP and BTAL?

They also come from different issuers: WisdomTree and AGF. Their fees differ too: 0.65% for WTIP and 2.11% for BTAL.