WTIP vs. IBIT
WTIP (WisdomTree Inflation Plus Fund) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - WTIP is a Long-Short fund actively managed by WisdomTree, while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. WTIP is actively managed, while IBIT is passively managed. Over the past year, WTIP returned 20.36% vs -46.35% for IBIT. At a 0.18 correlation, their price movements are largely independent. WTIP charges 0.65%/yr vs 0.25%/yr for IBIT.
Performance
WTIP vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, WTIP achieves a 7.59% return, which is significantly higher than IBIT's -26.71% return.
WTIP
- 1D
- -0.47%
- 1M
- -3.07%
- 6M
- 3.42%
- YTD
- 7.59%
- 1Y
- 20.36%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBIT
- 1D
- -1.14%
- 1M
- -2.10%
- 6M
- -32.61%
- YTD
- -26.71%
- 1Y
- -46.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WTIP vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WTIP WisdomTree Inflation Plus Fund | 7.59% | 13.49% |
IBIT iShares Bitcoin Trust ETF | -26.71% | -16.55% |
Correlation
The correlation between WTIP and IBIT is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2025 | 0.18 |
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Return for Risk
WTIP vs. IBIT — Risk / Return Rank
WTIP
IBIT
WTIP vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) and iShares Bitcoin Trust ETF (IBIT). 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 | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.23 | ||
| Sortino ratioReturn per unit of downside risk | +3.15 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.82 | +0.42 |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | -0.87 | +2.11 |
| Martin ratioReturn relative to average drawdown | 4.01 | -1.40 | +5.41 |
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Drawdowns
WTIP vs. IBIT - Drawdown Comparison
The maximum WTIP drawdown since its inception was -16.52%, smaller than the maximum IBIT drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for WTIP and IBIT.
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Drawdown Indicators
| WTIP | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.52% | -53.30% | +36.78% |
Max Drawdown (1Y)Largest decline over 1 year | -16.52% | -53.30% | +36.78% |
Current DrawdownCurrent decline from peak | -13.76% | -48.95% | +35.19% |
Average DrawdownAverage peak-to-trough decline | -2.69% | -17.71% | +15.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.09% | 33.14% | -28.05% |
Volatility
WTIP vs. IBIT - Volatility Comparison
The current volatility for WisdomTree Inflation Plus Fund (WTIP) is 4.41%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 10.89%. This indicates that WTIP experiences smaller price fluctuations and is considered to be less risky than IBIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTIP | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 10.89% | -6.48% |
Volatility (6M)Calculated over the trailing 6-month period | 15.66% | 34.83% | -19.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.26% | 44.38% | -27.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 49.92% | -33.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.87% | 49.92% | -33.05% |
WTIP vs. IBIT - Expense Ratio Comparison
WTIP has a 0.65% expense ratio, which is higher than IBIT's 0.25% expense ratio.
Dividends
WTIP vs. IBIT - Dividend Comparison
WTIP's dividend yield for the trailing twelve months is around 3.75%, while IBIT has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
IBIT iShares Bitcoin Trust ETF | 0.00% | 0.00% |
WTIP WisdomTree Inflation Plus Fund | 3.75% | 1.59% |
Frequently Asked Questions
WTIP and IBIT have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (10.89%) compared to WTIP (4.41%). In terms of maximum drawdown, WTIP dropped -16.52% vs IBIT's -53.30%.
On 1-year performance, WTIP leads with 20.36% vs -46.35% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, WTIP has been the lower-risk option at 4.41%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, WTIP has performed better with a 20.36% return vs -46.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIT is cheaper with a 0.25% expense ratio, compared with 0.65% for WTIP.
WTIP has the higher dividend yield at 3.75%, compared with 0.00% for IBIT.
WTIP is categorized as Long-Short, while IBIT is Cryptocurrency. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.65% for WTIP and 0.25% for IBIT.
WTIP currently has the higher Sharpe Ratio (1.18 vs -1.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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