Skip to content
Beacon
Screener

WTIP vs GSY

WisdomTree Inflation Plus Fund vs Invesco Ultra Short Duration ETF

WTIP

WisdomTree Inflation Plus Fund

Annual cost

0.65%

Fund size

$23M

GSY

Invesco Ultra Short Duration ETF

Annual cost

0.22%

Fund size

$3.5B

Key differences

Both WTIP and GSY are fixed income ETFs. WTIP charges 0.65% a year and GSY 0.22%. The main difference: WTIP follows a tactical allocation strategy; GSY uses index tracking.

  • WTIP follows a tactical allocation strategy; GSY uses index tracking.
  • GSY costs 0.43% less per year.
  • GSY is much larger than WTIP. Larger funds are usually more liquid and less likely to close.
  • GSY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTIPGSY
Annual cost (TER)0.65%0.22%
Fund size (AUM)$23M$3.5B
Since20252008
Dividend yield4.34%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategytactical allocationindex tracking
CAGR 1YN/A+4.5%
CAGR 3YN/A+5.4%
CAGR 5YN/A+3.6%
Sharpe 3YN/A3.31
Volatility 1Y0.40%
Max drawdown-11.04%-5.25%

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

Similar to WTIP and GSY