WTIP vs. WTV
WTIP (WisdomTree Inflation Plus Fund) and WTV (WisdomTree US Value ETF) are both exchange-traded funds - WTIP is a Long-Short fund actively managed by WisdomTree, while WTV is a Large Cap Value Equities fund tracking the WisdomTree U.S. LargeCap Value Index. WTIP is actively managed, while WTV is passively managed. At a 0.05 correlation, their price movements are largely independent. WTIP charges 0.65%/yr vs 0.12%/yr for WTV.
Performance
WTIP vs. WTV - Performance Comparison
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Returns By Period
In the year-to-date period, WTIP achieves a 13.91% return, which is significantly higher than WTV's 11.47% return.
WTIP
- 1D
- -0.38%
- 1M
- -4.00%
- YTD
- 13.91%
- 6M
- 16.30%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WTV
- 1D
- 0.86%
- 1M
- 4.50%
- YTD
- 11.47%
- 6M
- 12.37%
- 1Y
- 25.21%
- 3Y*
- 22.93%
- 5Y*
- 13.36%
- 10Y*
- —
WTIP vs. WTV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WTIP WisdomTree Inflation Plus Fund | 13.91% | 14.00% |
WTV WisdomTree US Value ETF | 11.47% | 12.45% |
Correlation
The correlation between WTIP and WTV is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 20, 2025 | 0.05 |
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Return for Risk
WTIP vs. WTV — Risk / Return Rank
WTIP
WTV
WTIP vs. WTV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) and WisdomTree US Value ETF (WTV). 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.
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Sharpe Ratios by Period
| WTIP | WTV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.15 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.85 | 0.68 | +1.17 |
Drawdowns
WTIP vs. WTV - Drawdown Comparison
The maximum WTIP drawdown since its inception was -8.70%, smaller than the maximum WTV drawdown of -42.18%. Use the drawdown chart below to compare losses from any high point for WTIP and WTV.
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Drawdown Indicators
| WTIP | WTV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.70% | -42.18% | +33.48% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.15% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.49% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.30% | — |
Current DrawdownCurrent decline from peak | -8.70% | -0.11% | -8.59% |
Average DrawdownAverage peak-to-trough decline | -1.42% | -5.05% | +3.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.19% | — |
Volatility
WTIP vs. WTV - Volatility Comparison
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Volatility by Period
| WTIP | WTV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.01% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.92% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 11.82% | +5.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.02% | 17.09% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.02% | 20.20% | -3.18% |
WTIP vs. WTV - Expense Ratio Comparison
WTIP has a 0.65% expense ratio, which is higher than WTV's 0.12% expense ratio.
Dividends
WTIP vs. WTV - Dividend Comparison
WTIP's dividend yield for the trailing twelve months is around 2.81%, more than WTV's 1.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
WTIP WisdomTree Inflation Plus Fund | 2.81% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTV WisdomTree US Value ETF | 1.64% | 1.59% | 1.54% | 1.62% | 2.08% | 1.55% | 1.63% | 1.44% | 1.94% | 0.41% |
Frequently Asked Questions
WTIP and WTV have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTV is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTV is cheaper with a 0.12% expense ratio, compared with 0.65% for WTIP.
WTIP has the higher dividend yield at 2.81%, compared with 1.64% for WTV.
WTIP is categorized as Long-Short, while WTV is Large Cap Value Equities. Their fees differ too: 0.65% for WTIP and 0.12% for WTV.
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