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WTIP vs TBLL

WisdomTree Inflation Plus Fund vs Invesco Short Term Treasury ETF

WTIP

WisdomTree Inflation Plus Fund

Annual cost

0.65%

Fund size

$23M

TBLL

Invesco Short Term Treasury ETF

Annual cost

0.08%

Fund size

$2.5B

Key differences

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

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

Side-by-side comparison

WTIPTBLL
Annual cost (TER)0.65%0.08%
Fund size (AUM)$23M$2.5B
Since20252017
Dividend yield3.81%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategytactical allocationindex tracking
CAGR 1YN/A+3.9%
CAGR 3YN/A+4.7%
CAGR 5YN/A+3.4%
Sharpe 3YN/A1.99
Volatility 1Y0.19%
Max drawdown-11.04%-0.64%

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

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