WTIP vs AVGB
Comparison between WISDOMTREE INFLATION PLUS FUND (WTIP, ETF) and AVANTIS CREDIT ETF (AVGB, ETF).
WTIP vs AVGB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
WTIP
$21M
AVGB
$21M
Expense Ratio
WTIP
0.65%
Winner
AVGB
0.19%
Max Drawdown
WTIP
17.06%
Winner
AVGB
2.87%
Sharpe Ratio
Winner
WTIP
0.98
AVGB
-0.15
5Y Beta
WTIP
0.22
Winner
AVGB
0.07
WTIP vs AVGB - Holdings Comparison
WTIP and AVGB have 1 common holdings. Overlap is -75.16%
WTIP's top 25 holdings weight is 99.07%. AVGB's top 25 holdings weight is 33.44%.
| Rank | WTIP | AVGB |
|---|---|---|
| #1 | UNITED STATES TREASURY NOTES 0.125% (n/a) - 27.64% | n/a (n/a) - 7.39% |
| #2 | UNITED STATES TREASURY NOTES 1.625% (n/a) - 14.21% | n/a (n/a) - 1.23% |
| #3 | TIN FUTURE MAR 26 (n/a) - 10.15% | BPCE SA 4.375% (n/a) - 1.17% |
| #4 | DREYFUS TREASURY OBLIGATIONS CSH MGT INS (DTRXX) - 10.00% | COOPERATIEVE RABOBANK U.A. 4% (n/a) - 1.17% |
| #5 | BRENT CRUDE FUTURES MAR26 (n/a) - 9.74% | UNICREDIT S.P.A. 4% (n/a) - 1.17% |
| #6 | COPPER FUTURE MAR 26 (n/a) - 9.36% | SANTANDER HOLDINGS USA INC. 5.353% (n/a) - 1.16% |
| #7 | NY HARBOR ULSD FUTURES (n/a) - 9.23% | NORDEA BANK ABP 3.625% (n/a) - 1.15% |
| #8 | CRUDE OIL MAR26 (n/a) - 8.96% | CREDIT AGRICOLE S.A. 3.125% (n/a) - 1.14% |
| #9 | NICKEL FUTURE MAR 26 (n/a) - 8.95% | SOCIETE GENERALE S.A. 3.5% (n/a) - 1.13% |
| #10 | ZINC FUTURE MAR 26 (n/a) - 8.73% | COMMERZBANK AG 3.125% (n/a) - 1.12% |
| #11 | LME PRI ALUM FUTR MAR26 (n/a) - 8.28% | CAPITAL ONE FINANCIAL CORP. 5.463% (n/a) - 1.11% |
| #12 | FUTURE ON MINI SILVER (n/a) - 8.20% | WYNNTON FUNDING TRUST 5.251% (n/a) - 1.10% |
| #13 | FUTURE ON MINI GOLD (n/a) - 7.38% | INFINEON TECHNOLOGIES AG 1.625% (n/a) - 1.09% |
| #14 | UNITED STATES TREASURY NOTES 0.375% (n/a) - 7.25% | n/a (n/a) - 1.08% |
| #15 | UNITED STATES TREASURY NOTES 1.125% (n/a) - 5.00% | VINCI SA 1.75% (n/a) - 1.07% |
| #16 | UNITED STATES TREASURY NOTES 2.125% (n/a) - 4.63% | BAYER AG 4.625% (n/a) - 1.05% |
| #17 | UNITED STATES TREASURY NOTES 2.375% (n/a) - 4.61% | BMW US CAPITAL, LLC 3.375% (n/a) - 1.05% |
| #18 | UNITED STATES TREASURY NOTES 1.25% (n/a) - 4.32% | SIMON PROPERTY GROUP LP 4.75% (n/a) - 1.02% |
| #19 | UNITED STATES TREASURY NOTES 0.5% (n/a) - 3.90% | NASDAQ INC 5.55% (n/a) - 1.02% |
| #20 | UNITED STATES TREASURY NOTES 0.75% (n/a) - 3.41% | ROYAL BANK OF CANADA 5.15% (n/a) - 1.01% |
| #21 | UNITED STATES TREASURY NOTES 0.25% (n/a) - 3.41% | ABBVIE INC. 4.95% (n/a) - 1.01% |
| #22 | UNITED STATES TREASURY NOTES 0.875% (n/a) - 2.95% | INVITATION HOMES OPERATING PARTNERSHIP LP 4.95% (n/a) - 1.00% |
| #23 | WISDOMTREE BITCOIN FUND (BTCW) - 2.06% | EQUINIX, INC. 3.2% (n/a) - 1.00% |
| #24 | LEAD FUTURE MAR 26 (n/a) - -8.14% | CISCO SYSTEMS, INC. 5.05% (n/a) - 1.00% |
| #25 | CASH OFFSET (n/a) - -75.16% | SERVICENOW INC 5.4% (n/a) - 1.00% |
| Total Holdings | 25 | 149 |
WTIP vs AVGB - Historical Returns
Returns include dividend reinvestment.
1M
WTIP
-0.42%
Winner
AVGB
-0.20%
3M
WTIP
-5.32%
Winner
AVGB
+0.19%
6M
Winner
WTIP
+6.50%
AVGB
+0.52%
1Y
Winner
WTIP
+19.85%
AVGB
+3.33%
Max(CAGR)
Winner
WTIP
+21.79%
AVGB
+4.42%
WTIP vs AVGB - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | WTIP | AVGB |
|---|---|---|
| 2026 | +7.98% | +0.72% |
| 2025 | +14.00% | +4.88% |
WTIP vs AVGB Drawdown Comparison
The maximum drawdown for WTIP was -16.52%, occurring on Jun 24, 2026. This drawdown has not yet recovered.
The maximum drawdown for AVGB was -2.12%, occurring on Mar 27, 2026. Recovery took 80 trading sessions.
The current WTIP drawdown is -12.83%. The current AVGB drawdown is -0.69%.
| Rank | WTIP | AVGB |
|---|---|---|
| #1 | -16.52% May 27, 2026 - Jun 24, 2026 | -2.12% Feb 27, 2026 - Jun 24, 2026 |
| #2 | -7.45% Jan 28, 2026 - Feb 27, 2026 | -0.73% Jun 29, 2026 - Jul 13, 2026 |
| #3 | -4.68% Mar 12, 2026 - Apr 14, 2026 | -0.57% Sep 11, 2025 - Oct 2, 2025 |
| #4 | -3.99% May 12, 2026 - May 27, 2026 | -0.55% Oct 28, 2025 - Nov 25, 2025 |
| #5 | -3.99% Jul 29, 2025 - Sep 12, 2025 | -0.47% Jul 3, 2025 - Jul 22, 2025 |
| #6 | -2.33% Jan 6, 2026 - Jan 14, 2026 | -0.47% Apr 30, 2025 - May 27, 2025 |
| #7 | -2.15% Dec 26, 2025 - Jan 5, 2026 | -0.40% Jun 4, 2025 - Jun 11, 2025 |
| #8 | -2.04% Oct 16, 2025 - Nov 25, 2025 | -0.35% Nov 26, 2025 - Dec 24, 2025 |
| #9 | -1.97% Jan 14, 2026 - Jan 26, 2026 | -0.33% Oct 2, 2025 - Oct 14, 2025 |
| #10 | -1.30% May 4, 2026 - May 11, 2026 | -0.31% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -1.10% Jul 11, 2025 - Jul 21, 2025 | -0.27% Jan 14, 2026 - Jan 29, 2026 |
| #12 | -1.08% Jul 23, 2025 - Jul 29, 2025 | -0.25% Jun 12, 2025 - Jun 23, 2025 |
| #13 | -1.06% Sep 22, 2025 - Sep 29, 2025 | -0.24% Aug 6, 2025 - Aug 13, 2025 |
| #14 | -1.06% Apr 16, 2026 - Apr 22, 2026 | -0.23% Aug 27, 2025 - Sep 4, 2025 |
| #15 | -1.04% Dec 1, 2025 - Dec 10, 2025 | -0.19% Apr 17, 2025 - Apr 24, 2025 |
Correlation
Correlation between WTIP and AVGB is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2025 - 2026)
WTIP vs AVGB dividend yield comparison.
| Year | WTIP | AVGB |
|---|---|---|
| 2026 | 2.21% | 0.53% |
| 2025 | 1.59% | 3.49% |
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