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WTIP vs. EQLS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WTIP vs. EQLS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Inflation Plus Fund (WTIP) and Simplify Market Neutral Equity Long/Short ETF (EQLS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


WTIP

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

EQLS

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTIP vs. EQLS - Yearly Performance Comparison


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Return for Risk

WTIP vs. EQLS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) and Simplify Market Neutral Equity Long/Short ETF (EQLS). 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. EQLS - Sharpe Ratio Comparison


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Sharpe Ratios by Period


WTIPEQLSDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.89

Drawdowns

WTIP vs. EQLS - Drawdown Comparison


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Drawdown Indicators


WTIPEQLSDifference

Max Drawdown

Largest peak-to-trough decline

-8.35%

Current Drawdown

Current decline from peak

-8.35%

Average Drawdown

Average peak-to-trough decline

-1.39%

Volatility

WTIP vs. EQLS - Volatility Comparison


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Volatility by Period


WTIPEQLSDifference

Volatility (1Y)

Calculated over the trailing 1-year period

17.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.05%

WTIP vs. EQLS - Expense Ratio Comparison

WTIP has a 0.65% expense ratio, which is lower than EQLS's 1.00% expense ratio.


Dividends

WTIP vs. EQLS - Dividend Comparison

WTIP's dividend yield for the trailing twelve months is around 2.80%, while EQLS has not paid dividends to shareholders.


PositionTTM202520242023
EQLS
Simplify Market Neutral Equity Long/Short ETF
0.00%0.45%0.95%8.50%
WTIP
WisdomTree Inflation Plus Fund
2.80%1.59%0.00%0.00%

Frequently Asked Questions


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.

WTIP is cheaper with a 0.65% expense ratio, compared with 1.00% for EQLS.

WTIP has the higher dividend yield at 2.80%, compared with 0.00% for EQLS.

They also come from different issuers: WisdomTree and Simplify. Their fees differ too: 0.65% for WTIP and 1.00% for EQLS.

Portfolio Optimizer

Find the right allocation for WTIP and EQLS

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