WTIP vs. GDT
WTIP (WisdomTree Inflation Plus Fund) and GDT (WisdomTree Efficient TIPS Plus Gold Fund) are both exchange-traded funds - WTIP is a Long-Short fund actively managed by WisdomTree, while GDT is a Tactical Allocation fund actively managed by WisdomTree. Both are actively managed. At a 0.45 correlation, their price movements are largely independent. WTIP charges 0.65%/yr vs 0.30%/yr for GDT.
Performance
WTIP vs. GDT - Performance Comparison
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Returns By Period
WTIP
- 1D
- -2.14%
- 1M
- -10.71%
- YTD
- 4.15%
- 6M
- 3.35%
- 1Y
- 18.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GDT
- 1D
- -2.80%
- 1M
- -11.15%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WTIP vs. GDT - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WTIP WisdomTree Inflation Plus Fund | 2.01% |
GDT WisdomTree Efficient TIPS Plus Gold Fund | -16.70% |
Correlation
The correlation between WTIP and GDT is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jan 22, 2026 | 0.45 |
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Return for Risk
WTIP vs. GDT — Risk / Return Rank
WTIP
GDT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
WTIP vs. GDT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) and WisdomTree Efficient TIPS Plus Gold Fund (GDT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WTIP | GDT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | — | — |
| Martin ratioReturn relative to average drawdown | 5.29 | — | — |
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Drawdowns
WTIP vs. GDT - Drawdown Comparison
The maximum WTIP drawdown since its inception was -16.52%, smaller than the maximum GDT drawdown of -24.66%. Use the drawdown chart below to compare losses from any high point for WTIP and GDT.
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Drawdown Indicators
| WTIP | GDT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.52% | -24.66% | +8.14% |
Max Drawdown (1Y)Largest decline over 1 year | -16.52% | — | — |
Current DrawdownCurrent decline from peak | -16.52% | -24.66% | +8.14% |
Average DrawdownAverage peak-to-trough decline | -1.98% | -11.15% | +9.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | — | — |
Volatility
WTIP vs. GDT - Volatility Comparison
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Volatility by Period
| WTIP | GDT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.20% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 16.06% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.26% | 33.09% | -15.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 33.09% | -15.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.18% | 33.09% | -15.91% |
WTIP vs. GDT - Expense Ratio Comparison
WTIP has a 0.65% expense ratio, which is higher than GDT's 0.30% expense ratio.
Dividends
WTIP vs. GDT - Dividend Comparison
WTIP's dividend yield for the trailing twelve months is around 3.08%, more than GDT's 1.97% yield.
| Position | TTM | 2025 |
|---|---|---|
GDT WisdomTree Efficient TIPS Plus Gold Fund | 1.97% | 0.00% |
WTIP WisdomTree Inflation Plus Fund | 3.08% | 1.59% |
Frequently Asked Questions
WTIP and GDT have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GDT is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GDT is cheaper with a 0.30% expense ratio, compared with 0.65% for WTIP.
WTIP has the higher dividend yield at 3.08%, compared with 1.97% for GDT.
WTIP is categorized as Long-Short, while GDT is Tactical Allocation. Their fees differ too: 0.65% for WTIP and 0.30% for GDT.
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