Screener
WTIP vs LQDI
WisdomTree Inflation Plus Fund vs iShares Inflation Hedged Corporate Bond ETF
Key differences
Both WTIP and LQDI are fixed income ETFs. WTIP charges 0.65% a year and LQDI 0.18%. The main difference: WTIP follows a tactical allocation strategy; LQDI uses index tracking.
- WTIP follows a tactical allocation strategy; LQDI uses index tracking.
- LQDI costs 0.47% less per year.
- LQDI is much larger than WTIP. Larger funds are usually more liquid and less likely to close.
- LQDI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTIP | LQDI | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.18% |
| Fund size (AUM) | $23M | $70M |
| Since | 2025 | 2018 |
| Dividend yield | — | 4.54% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | N/A | +6.5% |
| CAGR 3Y | N/A | +5.6% |
| CAGR 5Y | N/A | +1.9% |
| Sharpe 3Y | N/A | 0.33 |
| Volatility 1Y | — | 4.99% |
| Max drawdown | -11.04% | -28.99% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.