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WTIP vs ICSH

WisdomTree Inflation Plus Fund vs iShares Ultra Short Duration Bond Active ETF

WTIP

WisdomTree Inflation Plus Fund

Annual cost

0.65%

Fund size

$23M

ICSH

iShares Ultra Short Duration Bond Active ETF

Annual cost

0.08%

Fund size

$7.6B

Key differences

Both WTIP and ICSH are fixed income ETFs. WTIP charges 0.65% a year and ICSH 0.08%. The main difference: WTIP follows a tactical allocation strategy; ICSH uses active selection.

  • WTIP follows a tactical allocation strategy; ICSH uses active selection.
  • ICSH costs 0.57% less per year.
  • ICSH is much larger than WTIP. Larger funds are usually more liquid and less likely to close.
  • ICSH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTIPICSH
Annual cost (TER)0.65%0.08%
Fund size (AUM)$23M$7.6B
Since20252013
Dividend yield4.38%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1YN/A+4.3%
CAGR 3YN/A+5.2%
CAGR 5YN/A+3.7%
Sharpe 3YN/A3.29
Volatility 1Y0.41%
Max drawdown-11.04%-3.94%

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

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