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WTIP vs FLOT

WisdomTree Inflation Plus Fund vs iShares Floating Rate Bond ETF

WTIP

WisdomTree Inflation Plus Fund

Annual cost

0.65%

Fund size

$23M

FLOT

iShares Floating Rate Bond ETF

Annual cost

0.15%

Fund size

$9.5B

Key differences

Both WTIP and FLOT are fixed income ETFs. WTIP charges 0.65% a year and FLOT 0.15%. The main difference: WTIP follows a tactical allocation strategy; FLOT uses index tracking.

  • WTIP follows a tactical allocation strategy; FLOT uses index tracking.
  • FLOT costs 0.50% less per year.
  • FLOT is much larger than WTIP. Larger funds are usually more liquid and less likely to close.
  • FLOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTIPFLOT
Annual cost (TER)0.65%0.15%
Fund size (AUM)$23M$9.5B
Since20252011
Dividend yield4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategytactical allocationindex tracking
CAGR 1YN/A+4.9%
CAGR 3YN/A+5.7%
CAGR 5YN/A+4.2%
Sharpe 3YN/A1.45
Volatility 1Y0.75%
Max drawdown-12.36%-13.54%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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