Screener
WTIP vs LGOV
WisdomTree Inflation Plus Fund vs First Trust Long Duration Opportunities ETF
Key differences
Both WTIP and LGOV are fixed income ETFs. WTIP charges 0.65% a year and LGOV 0.49%. The main difference: WTIP follows a tactical allocation strategy; LGOV uses index tracking.
- WTIP follows a tactical allocation strategy; LGOV uses index tracking.
- LGOV costs 0.16% less per year.
- LGOV is much larger than WTIP. Larger funds are usually more liquid and less likely to close.
- LGOV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTIP | LGOV | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.49% |
| Fund size (AUM) | $23M | $664M |
| Since | 2025 | 2019 |
| Dividend yield | — | 4.25% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | N/A | +4.5% |
| CAGR 3Y | N/A | +2.1% |
| CAGR 5Y | N/A | -1.8% |
| Sharpe 3Y | N/A | -0.12 |
| Volatility 1Y | — | 6.99% |
| Max drawdown | -11.04% | -30.85% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.