WTIP vs. NLSI

Last updated Apr 1, 2026

Compare and contrast key facts about WisdomTree Inflation Plus Fund (WTIP) and Neos Long/Short Equity Income ETF (NLSI).

WTIP and NLSI 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. NLSI is an actively managed fund by Neos. It was launched on Dec 9, 2025.

Performance

WTIP vs. NLSI - Performance Comparison

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

WTIP vs. NLSI - Yearly Performance Comparison

	2026 (YTD)	2025
WTIP WisdomTree Inflation Plus Fund	12.54%	0.99%
NLSI Neos Long/Short Equity Income ETF	-9.90%	1.90%

Returns By Period

In the year-to-date period, WTIP achieves a 12.54% return, which is significantly higher than NLSI's -9.90% return.

WTIP

• 1D: 0.44%
• 1M: 5.96%
• YTD: 12.54%
• 6M: 20.94%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

NLSI

• 1D: 0.93%
• 1M: -2.48%
• YTD: -9.90%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

WTIP vs. NLSI - Expense Ratio Comparison

WTIP has a 0.65% expense ratio, which is lower than NLSI's 2.89% expense ratio.

NLSI

Neos Long/Short Equity Income ETF

WTIP

WisdomTree Inflation Plus Fund

Return for Risk

WTIP vs. NLSI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) and Neos Long/Short Equity Income ETF (NLSI). 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	NLSI	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.53	-1.33	+3.86

Correlation

The correlation between WTIP and NLSI is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

WTIP vs. NLSI - Dividend Comparison

WTIP's dividend yield for the trailing twelve months is around 1.46%, less than NLSI's 1.90% yield.

	TTM	2025
WTIP WisdomTree Inflation Plus Fund	1.46%	1.59%
NLSI Neos Long/Short Equity Income ETF	1.90%	0.46%

Drawdowns

WTIP vs. NLSI - Drawdown Comparison

The maximum WTIP drawdown since its inception was -7.45%, smaller than the maximum NLSI drawdown of -13.19%. Use the drawdown chart below to compare losses from any high point for WTIP and NLSI.

Drawdown Indicators

	WTIP	NLSI	Difference
Max Drawdown Largest peak-to-trough decline	-7.45%	-13.19%	+5.74%
Current Drawdown Current decline from peak	-1.72%	-11.22%	+9.50%
Average Drawdown Average peak-to-trough decline	-1.32%	-6.27%	+4.95%

Volatility

Volatility by Period

	WTIP	NLSI	Difference
Volatility (1Y) Calculated over the trailing 1-year period	14.97%	18.93%	-3.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.97%	18.93%	-3.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.97%	18.93%	-3.96%