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WTIP vs. LSEQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WTIP vs. LSEQ - Performance Comparison

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

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Returns By Period

In the year-to-date period, WTIP achieves a 13.91% return, which is significantly lower than LSEQ's 27.26% return.


WTIP

1D
-0.38%
1M
-4.00%
YTD
13.91%
6M
16.30%
1Y
3Y*
5Y*
10Y*

LSEQ

1D
-0.11%
1M
2.81%
YTD
27.26%
6M
27.35%
1Y
25.53%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTIP vs. LSEQ - Yearly Performance Comparison


2026 (YTD)2025
WTIP
WisdomTree Inflation Plus Fund
13.91%14.00%
LSEQ
Harbor Long-Short Equity ETF
27.26%1.52%

Correlation

The correlation between WTIP and LSEQ is 0.32, 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 Jun 20, 2025

0.32

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Return for Risk

WTIP vs. LSEQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTIP

LSEQ
LSEQ Risk / Return Rank: 5555
Overall Rank
LSEQ Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
LSEQ Sortino Ratio Rank: 5050
Sortino Ratio Rank
LSEQ Omega Ratio Rank: 5050
Omega Ratio Rank
LSEQ Calmar Ratio Rank: 7070
Calmar Ratio Rank
LSEQ Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WTIP vs. LSEQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) and Harbor Long-Short Equity ETF (LSEQ). 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. LSEQ - Sharpe Ratio Comparison


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Sharpe Ratios by Period


WTIPLSEQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.70

Sharpe Ratio (All Time)

Calculated using the full available price history

1.85

1.19

+0.66

Drawdowns

WTIP vs. LSEQ - Drawdown Comparison

The maximum WTIP drawdown since its inception was -8.70%, roughly equal to the maximum LSEQ drawdown of -8.35%. Use the drawdown chart below to compare losses from any high point for WTIP and LSEQ.


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Drawdown Indicators


WTIPLSEQDifference

Max Drawdown

Largest peak-to-trough decline

-8.70%

-8.35%

-0.35%

Max Drawdown (1Y)

Largest decline over 1 year

-7.40%

Current Drawdown

Current decline from peak

-8.70%

-1.76%

-6.94%

Average Drawdown

Average peak-to-trough decline

-1.42%

-3.23%

+1.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.71%

Volatility

WTIP vs. LSEQ - Volatility Comparison


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Volatility by Period


WTIPLSEQDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.34%

Volatility (6M)

Calculated over the trailing 6-month period

12.74%

Volatility (1Y)

Calculated over the trailing 1-year period

17.02%

15.04%

+1.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.02%

14.31%

+2.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.02%

14.31%

+2.71%

WTIP vs. LSEQ - Expense Ratio Comparison

WTIP has a 0.65% expense ratio, which is lower than LSEQ's 1.70% expense ratio.


Dividends

WTIP vs. LSEQ - Dividend Comparison

WTIP's dividend yield for the trailing twelve months is around 2.81%, more than LSEQ's 1.73% yield.


PositionTTM2025
LSEQ
Harbor Long-Short Equity ETF
1.73%2.20%
WTIP
WisdomTree Inflation Plus Fund
2.81%1.59%

Frequently Asked Questions


WTIP and LSEQ have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WTIP is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WTIP is cheaper with a 0.65% expense ratio, compared with 1.70% for LSEQ.

WTIP has the higher dividend yield at 2.81%, compared with 1.73% for LSEQ.

They also come from different issuers: WisdomTree and Harbor. Their fees differ too: 0.65% for WTIP and 1.70% for LSEQ.

Portfolio Optimizer

Find the right allocation for WTIP and LSEQ

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