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WTIP vs. EMPB
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WTIP vs. EMPB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Inflation Plus Fund (WTIP) and Efficient Market Portfolio Plus ETF (EMPB). The values are adjusted to include any dividend payments, if applicable.

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WTIP vs. EMPB - Yearly Performance Comparison


2026 (YTD)2025
WTIP
WisdomTree Inflation Plus Fund
12.54%14.00%
EMPB
Efficient Market Portfolio Plus ETF
1.31%6.04%

Returns By Period

In the year-to-date period, WTIP achieves a 12.54% return, which is significantly higher than EMPB's 1.31% return.


WTIP

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

EMPB

1D
2.72%
1M
-1.38%
YTD
1.31%
6M
-0.11%
1Y
16.63%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WTIP vs. EMPB - Expense Ratio Comparison

WTIP has a 0.65% expense ratio, which is lower than EMPB's 1.82% expense ratio.


Return for Risk

WTIP vs. EMPB — Risk / Return Rank

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

WTIP

EMPB
EMPB Risk / Return Rank: 7676
Overall Rank
EMPB Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
EMPB Sortino Ratio Rank: 7777
Sortino Ratio Rank
EMPB Omega Ratio Rank: 6868
Omega Ratio Rank
EMPB Calmar Ratio Rank: 8787
Calmar Ratio Rank
EMPB Martin Ratio Rank: 7474
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. EMPB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) and Efficient Market Portfolio Plus ETF (EMPB). 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. EMPB - Sharpe Ratio Comparison


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Sharpe Ratios by Period


WTIPEMPBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.37

Sharpe Ratio (All Time)

Calculated using the full available price history

2.53

1.09

+1.44

Correlation

The correlation between WTIP and EMPB is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

WTIP vs. EMPB - Dividend Comparison

WTIP's dividend yield for the trailing twelve months is around 1.46%, more than EMPB's 0.87% yield.


TTM20252024
WTIP
WisdomTree Inflation Plus Fund
1.46%1.59%0.00%
EMPB
Efficient Market Portfolio Plus ETF
0.87%0.88%0.28%

Drawdowns

WTIP vs. EMPB - Drawdown Comparison

The maximum WTIP drawdown since its inception was -7.45%, roughly equal to the maximum EMPB drawdown of -7.55%. Use the drawdown chart below to compare losses from any high point for WTIP and EMPB.


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Drawdown Indicators


WTIPEMPBDifference

Max Drawdown

Largest peak-to-trough decline

-7.45%

-7.55%

+0.10%

Max Drawdown (1Y)

Largest decline over 1 year

-5.98%

Current Drawdown

Current decline from peak

-1.72%

-2.99%

+1.27%

Average Drawdown

Average peak-to-trough decline

-1.32%

-1.64%

+0.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.04%

Volatility

WTIP vs. EMPB - Volatility Comparison


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Volatility by Period


WTIPEMPBDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.97%

Volatility (6M)

Calculated over the trailing 6-month period

9.49%

Volatility (1Y)

Calculated over the trailing 1-year period

14.97%

12.21%

+2.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.97%

12.26%

+2.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.97%

12.26%

+2.71%