WTIP vs. HFEQ

Last updated Apr 2, 2026

Compare and contrast key facts about WisdomTree Inflation Plus Fund (WTIP) and Unlimited HFEQ Equity Long/Short ETF (HFEQ).

WTIP and HFEQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTIP is an actively managed fund by WisdomTree. It was launched on Jun 18, 2025. HFEQ is an actively managed fund by Unlimited. It was launched on Jul 14, 2025.

Performance

WTIP vs. HFEQ - Performance Comparison

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

WTIP vs. HFEQ - Yearly Performance Comparison

	2026 (YTD)	2025
WTIP WisdomTree Inflation Plus Fund	12.70%	11.76%
HFEQ Unlimited HFEQ Equity Long/Short ETF	2.39%	14.92%

Returns By Period

In the year-to-date period, WTIP achieves a 12.70% return, which is significantly higher than HFEQ's 2.39% return.

WTIP

• 1D: 0.14%
• 1M: 5.65%
• YTD: 12.70%
• 6M: 20.67%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

HFEQ

• 1D: 1.22%
• 1M: -6.50%
• YTD: 2.39%
• 6M: 4.24%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WTIP vs. HFEQ - Expense Ratio Comparison

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

HFEQ

Unlimited HFEQ Equity Long/Short ETF

WTIP

WisdomTree Inflation Plus Fund

Return for Risk

WTIP vs. HFEQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) and Unlimited HFEQ Equity Long/Short ETF (HFEQ). 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.

Sharpe Ratios by Period

	WTIP	HFEQ	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.54	1.17	+1.36

Correlation

The correlation between WTIP and HFEQ is 0.33, 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. HFEQ - Dividend Comparison

WTIP's dividend yield for the trailing twelve months is around 1.46%, less than HFEQ's 10.30% yield.

	TTM	2025
WTIP WisdomTree Inflation Plus Fund	1.46%	1.59%
HFEQ Unlimited HFEQ Equity Long/Short ETF	10.30%	10.55%

Drawdowns

WTIP vs. HFEQ - Drawdown Comparison

The maximum WTIP drawdown since its inception was -7.45%, smaller than the maximum HFEQ drawdown of -12.46%. Use the drawdown chart below to compare losses from any high point for WTIP and HFEQ.

Drawdown Indicators

	WTIP	HFEQ	Difference
Max Drawdown Largest peak-to-trough decline	-7.45%	-12.46%	+5.01%
Current Drawdown Current decline from peak	-1.58%	-8.57%	+6.99%
Average Drawdown Average peak-to-trough decline	-1.32%	-2.35%	+1.03%

Volatility

Volatility by Period

	WTIP	HFEQ	Difference
Volatility (1Y) Calculated over the trailing 1-year period	14.93%	21.84%	-6.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.93%	21.84%	-6.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.93%	21.84%	-6.91%