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WTIP vs. EQLS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

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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WTIP vs. EQLS - Yearly Performance Comparison


Returns By Period


WTIP

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

EQLS

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

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WTIP vs. EQLS - Expense Ratio Comparison

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


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

2.53

Dividends

WTIP vs. EQLS - Dividend Comparison

WTIP's dividend yield for the trailing twelve months is around 1.46%, while EQLS has not paid dividends to shareholders.


TTM202520242023
WTIP
WisdomTree Inflation Plus Fund
1.46%1.59%0.00%0.00%
EQLS
Simplify Market Neutral Equity Long/Short ETF
0.00%0.45%0.95%8.50%

Drawdowns

WTIP vs. EQLS - Drawdown Comparison


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Drawdown Indicators


WTIPEQLSDifference

Max Drawdown

Largest peak-to-trough decline

-7.45%

Current Drawdown

Current decline from peak

-1.72%

Average Drawdown

Average peak-to-trough decline

-1.32%

Volatility

WTIP vs. EQLS - Volatility Comparison


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Volatility by Period


WTIPEQLSDifference

Volatility (1Y)

Calculated over the trailing 1-year period

14.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.97%