DIVD vs WTIP
Comparison between ALTRIUS GLOBAL DIVIDEND ETF (DIVD, ETF) and WISDOMTREE INFLATION PLUS FUND (WTIP, ETF).
DIVD vs WTIP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DIVD
$21M
WTIP
$21M
Expense Ratio
Winner
DIVD
0.49%
WTIP
0.65%
Max Drawdown
Winner
DIVD
14.08%
WTIP
17.06%
Sharpe Ratio
Winner
DIVD
1.78
WTIP
1.24
5Y Beta
DIVD
0.54
Winner
WTIP
0.20
P/E Ratio
DIVD
21.73
WTIP
N/A
Forward P/E
DIVD
13.60
WTIP
N/A
PEG Ratio
DIVD
0.20
WTIP
N/A
5Y EPS CAGR
DIVD
5.55%
WTIP
N/A
Debt to Equity
DIVD
35.19%
WTIP
N/A
P/S Ratio
DIVD
0.15
WTIP
N/A
P/B Ratio
DIVD
2.45
WTIP
N/A
DIVD vs WTIP - Holdings Comparison
DIVD and WTIP have 1 common holdings. Overlap is -70.94%
DIVD's top 25 holdings weight is 53.09%. WTIP's top 25 holdings weight is 172.06%.
| Rank | DIVD | WTIP |
|---|---|---|
| #1 | NXP SEMICONDUCTORS NV (NXPI) - 2.46% | UNITED STATES TREASURY NOTES 0.125% (n/a) - 26.81% |
| #2 | ROYAL BANK OF CANADA (n/a) - 2.45% | UNITED STATES TREASURY NOTES 1.625% (n/a) - 15.42% |
| #3 | DEUTSCHE POST AG ADR (DHLGY) - 2.43% | FUTURE ON MINI GOLD (n/a) - 8.06% |
| #4 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 2.41% | UNITED STATES TREASURY NOTES 0.375% (n/a) - 7.95% |
| #5 | OTHER ASSETS AND LIABILITIES (n/a) - 2.34% | UNITED STATES TREASURY NOTES 1.25% (n/a) - 7.50% |
| #6 | BNP PARIBAS ADR (BNPQY) - 2.31% | FUTURE ON MINI SILVER (n/a) - 7.49% |
| #7 | AMBEV SA ADR (ABEV) - 2.22% | ZINC FUTURE JUNE 26 (n/a) - 7.36% |
| #8 | AXA SA ADR (AXAHY) - 2.20% | FUTURE ON ALUMINIUM (n/a) - 6.93% |
| #9 | n/a (MURGY) - 2.20% | HENRY HUB NATURAL GAS FUTURE NOV 26 (n/a) - 6.70% |
| #10 | NOVARTIS AG ADR (NVS) - 2.19% | CHICAGO SRW WHEAT FUTURE JULY 26 (n/a) - 6.56% |
| #11 | PUBLICIS GROUPE SA ADR (PUBGY) - 2.18% | KC HRW WHEAT FUTURE JULY 26 (n/a) - 6.56% |
| #12 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.18% | FUTURE ON NICKEL (n/a) - 6.47% |
| #13 | SIEMENS AG ADR (SIEGY) - 2.17% | CORN FUTURE JULY 26 (n/a) - 6.37% |
| #14 | RECKITT BENCKISER GROUP PLC ADR (RBGLY) - 2.14% | UNITED STATES TREASURY NOTES 1.125% (n/a) - 5.41% |
| #15 | NESTLE SA ADR (NSRGY) - 2.10% | UNITED STATES TREASURY NOTES 2.125% (n/a) - 5.02% |
| #16 | ROCHE HOLDING AG ADR (RHHBY) - 2.06% | UNITED STATES TREASURY NOTES 2.375% (n/a) - 5.00% |
| #17 | SANOFI SA ADR (SNY) - 1.96% | WISDOMTREE BITCOIN FUND (BTCW) - 4.84% |
| #18 | TOYOTA MOTOR CORP ADR (TM) - 1.93% | BNY DREYFUS TREASURY OBLGTNS CSH MGT INS (DTRXX) - 4.77% |
| #19 | GSK PLC ADR (GSK) - 1.92% | RBOB GASOLINE FUTURE APR 27 (n/a) - 4.28% |
| #20 | BAE SYSTEMS PLC ADR (BAESY) - 1.91% | UNITED STATES TREASURY NOTES 0.5% (n/a) - 4.27% |
| #21 | BP PLC ADR (BP) - 1.89% | UNITED STATES TREASURY NOTES 0.75% (n/a) - 3.72% |
| #22 | TOTALENERGIES SE (TTE) - 1.89% | CRUDE OIL FUTURE DEC 26 (n/a) - 3.72% |
| #23 | ASTRAZENECA PLC (AZN) - 1.87% | UNITED STATES TREASURY NOTES 0.25% (n/a) - 3.71% |
| #24 | VINCI SA ADR (VCISY) - 1.86% | BRENT CRUDE FUTURES JUNE26 (n/a) - 3.60% |
| #25 | CAPGEMINI SE ADR (CGEMY) - 1.82% | LOW SULPHUR GAS OIL FUTURES JUNE26 (n/a) - 3.54% |
| Total Holdings | 66 | 28 |
DIVD vs WTIP - Historical Returns
Returns include dividend reinvestment.
1M
DIVD
+0.70%
Winner
WTIP
+4.71%
3M
Winner
DIVD
+6.64%
WTIP
-1.87%
6M
Winner
DIVD
+7.83%
WTIP
+6.23%
1Y
Winner
DIVD
+26.20%
WTIP
+24.13%
Max(CAGR)
DIVD
+20.50%
Winner
WTIP
+23.67%
DIVD vs WTIP - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | DIVD | WTIP |
|---|---|---|
| 2026 | +17.48% | +12.52% |
| 2025 | +26.64% | +14.00% |
| 2024 | +2.44% | N/A |
| 2023 | +13.62% | N/A |
| 2022 | +18.37% | N/A |
DIVD vs WTIP Drawdown Comparison
The maximum drawdown for DIVD was -13.88%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The maximum drawdown for WTIP was -16.52%, occurring on Jun 24, 2026. This drawdown has not yet recovered.
The current DIVD drawdown is -1.67%. The current WTIP drawdown is -9.16%.
| Rank | DIVD | WTIP |
|---|---|---|
| #1 | -13.88% Mar 7, 2025 - Jun 3, 2025 | -16.52% May 27, 2026 - Jun 24, 2026 |
| #2 | -10.58% Jul 31, 2023 - Dec 13, 2023 | -7.45% Jan 28, 2026 - Feb 27, 2026 |
| #3 | -8.72% Sep 27, 2024 - Feb 18, 2025 | -4.68% Mar 12, 2026 - Apr 14, 2026 |
| #4 | -8.66% Feb 1, 2023 - Apr 17, 2023 | -3.99% May 12, 2026 - May 27, 2026 |
| #5 | -7.47% Apr 18, 2023 - Jul 18, 2023 | -3.99% Jul 29, 2025 - Sep 12, 2025 |
| #6 | -6.70% Feb 11, 2026 - Apr 17, 2026 | -2.33% Jan 6, 2026 - Jan 14, 2026 |
| #7 | -4.86% Mar 28, 2024 - May 15, 2024 | -2.15% Dec 26, 2025 - Jan 5, 2026 |
| #8 | -4.53% Jul 23, 2025 - Aug 19, 2025 | -2.04% Oct 16, 2025 - Nov 25, 2025 |
| #9 | -4.50% May 15, 2024 - Aug 16, 2024 | -1.97% Jan 14, 2026 - Jan 26, 2026 |
| #10 | -4.38% Oct 4, 2022 - Oct 21, 2022 | -1.30% May 4, 2026 - May 11, 2026 |
| #11 | -4.02% Dec 2, 2022 - Jan 6, 2023 | -1.10% Jul 11, 2025 - Jul 21, 2025 |
| #12 | -3.33% Nov 12, 2025 - Nov 26, 2025 | -1.08% Jul 23, 2025 - Jul 29, 2025 |
| #13 | -3.20% Oct 3, 2025 - Nov 11, 2025 | -1.06% Sep 22, 2025 - Sep 29, 2025 |
| #14 | -3.08% Jan 8, 2024 - Feb 22, 2024 | -1.06% Apr 16, 2026 - Apr 22, 2026 |
| #15 | -2.80% Aug 30, 2024 - Sep 19, 2024 | -1.04% Dec 1, 2025 - Dec 10, 2025 |
Correlation
Correlation between DIVD and WTIP is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2022 - 2026)
DIVD vs WTIP dividend yield comparison.
| Year | DIVD | WTIP |
|---|---|---|
| 2026 | 1.81% | 2.68% |
| 2025 | 2.86% | 1.59% |
| 2024 | 3.39% | 0.00% |
| 2023 | 2.96% | 0.00% |
| 2022 | 0.60% | 0.00% |
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