Skip to content
Beacon
Screener

WTIP vs VRIG

WisdomTree Inflation Plus Fund vs Invesco Variable Rate Investment Grade ETF

WTIP

WisdomTree Inflation Plus Fund

Annual cost

0.65%

Fund size

$23M

VRIG

Invesco Variable Rate Investment Grade ETF

Annual cost

0.30%

Fund size

$1.5B

Key differences

Both WTIP and VRIG are fixed income ETFs. WTIP charges 0.65% a year and VRIG 0.30%. The main difference: WTIP follows a tactical allocation strategy; VRIG uses active selection.

  • WTIP follows a tactical allocation strategy; VRIG uses active selection.
  • VRIG costs 0.35% less per year.
  • VRIG is much larger than WTIP. Larger funds are usually more liquid and less likely to close.
  • VRIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTIPVRIG
Annual cost (TER)0.65%0.30%
Fund size (AUM)$23M$1.5B
Since20252016
Dividend yield4.80%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1YN/A+5.0%
CAGR 3YN/A+6.0%
CAGR 5YN/A+4.4%
Sharpe 3YN/A2.84
Volatility 1Y0.50%
Max drawdown-11.04%-13.04%

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

Similar to WTIP and VRIG