WTIP vs. FTSD
WTIP (WisdomTree Inflation Plus Fund) and FTSD (Franklin Short Duration U.S. Government ETF) are both exchange-traded funds - WTIP is a Long-Short fund actively managed by WisdomTree, while FTSD is a Mortgage Backed Securities fund actively managed by Franklin Templeton. Both are actively managed. At a correlation of -0.15, they often move in opposite directions. WTIP charges 0.65%/yr vs 0.25%/yr for FTSD.
Performance
WTIP vs. FTSD - Performance Comparison
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Returns By Period
In the year-to-date period, WTIP achieves a 14.34% return, which is significantly higher than FTSD's 0.80% return.
WTIP
- 1D
- -0.67%
- 1M
- -3.73%
- YTD
- 14.34%
- 6M
- 16.36%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FTSD
- 1D
- -0.12%
- 1M
- 0.17%
- YTD
- 0.80%
- 6M
- 1.30%
- 1Y
- 4.31%
- 3Y*
- 4.98%
- 5Y*
- 2.46%
- 10Y*
- 2.05%
WTIP vs. FTSD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WTIP WisdomTree Inflation Plus Fund | 14.34% | 14.00% |
FTSD Franklin Short Duration U.S. Government ETF | 0.80% | 3.31% |
Correlation
The correlation between WTIP and FTSD is -0.15, 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 | -0.15 |
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Return for Risk
WTIP vs. FTSD — Risk / Return Rank
WTIP
FTSD
WTIP vs. FTSD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) and Franklin Short Duration U.S. Government ETF (FTSD). 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.
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Sharpe Ratios by Period
| WTIP | FTSD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 3.30 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.33 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.15 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.89 | 1.04 | +0.84 |
Drawdowns
WTIP vs. FTSD - Drawdown Comparison
The maximum WTIP drawdown since its inception was -8.35%, which is greater than FTSD's maximum drawdown of -5.32%. Use the drawdown chart below to compare losses from any high point for WTIP and FTSD.
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Drawdown Indicators
| WTIP | FTSD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.35% | -5.32% | -3.03% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.45% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -0.93% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -5.04% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -5.32% | — |
Current DrawdownCurrent decline from peak | -8.35% | -0.12% | -8.23% |
Average DrawdownAverage peak-to-trough decline | -1.39% | -0.60% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.11% | — |
Volatility
WTIP vs. FTSD - Volatility Comparison
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Volatility by Period
| WTIP | FTSD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.51% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.03% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.05% | 1.31% | +15.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.05% | 1.85% | +15.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.05% | 1.79% | +15.26% |
WTIP vs. FTSD - Expense Ratio Comparison
WTIP has a 0.65% expense ratio, which is higher than FTSD's 0.25% expense ratio.
Dividends
WTIP vs. FTSD - Dividend Comparison
WTIP's dividend yield for the trailing twelve months is around 2.80%, less than FTSD's 4.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTSD Franklin Short Duration U.S. Government ETF | 4.50% | 4.67% | 4.75% | 4.14% | 1.73% | 1.01% | 1.54% | 2.90% | 2.63% | 2.24% | 1.92% | 1.52% |
WTIP WisdomTree Inflation Plus Fund | 2.80% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WTIP and FTSD have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FTSD is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FTSD is cheaper with a 0.25% expense ratio, compared with 0.65% for WTIP.
FTSD has the higher dividend yield at 4.50%, compared with 2.80% for WTIP.
WTIP is categorized as Long-Short, while FTSD is Mortgage Backed Securities. They also come from different issuers: WisdomTree and Franklin Templeton. Their fees differ too: 0.65% for WTIP and 0.25% for FTSD.
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