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WTIP vs GOVT

WisdomTree Inflation Plus Fund vs iShares U.S. Treasury Bond ETF

WTIP

WisdomTree Inflation Plus Fund

Annual cost

0.65%

Fund size

$23M

GOVT

iShares U.S. Treasury Bond ETF

Annual cost

0.05%

Fund size

$41.9B

Key differences

Both WTIP and GOVT are fixed income ETFs. WTIP charges 0.65% a year and GOVT 0.05%. The main difference: WTIP follows a tactical allocation strategy; GOVT uses index tracking.

  • WTIP follows a tactical allocation strategy; GOVT uses index tracking.
  • GOVT costs 0.60% less per year.
  • GOVT is much larger than WTIP. Larger funds are usually more liquid and less likely to close.
  • GOVT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTIPGOVT
Annual cost (TER)0.65%0.05%
Fund size (AUM)$23M$41.9B
Since20252012
Dividend yield3.56%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategytactical allocationindex tracking
CAGR 1YN/A+3.1%
CAGR 3YN/A+2.5%
CAGR 5YN/A-0.5%
Sharpe 3YN/A-0.18
Volatility 1Y3.62%
Max drawdown-11.04%-19.07%

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

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