WTIP vs DIVD
Comparison between WISDOMTREE INFLATION PLUS FUND (WTIP, ETF) and ALTRIUS GLOBAL DIVIDEND ETF (DIVD, ETF).
WTIP vs DIVD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTIP
$21M
Winner
DIVD
$21M
Expense Ratio
WTIP
0.65%
Winner
DIVD
0.49%
Max Drawdown
WTIP
17.06%
Winner
DIVD
14.08%
Sharpe Ratio
WTIP
1.24
Winner
DIVD
1.79
5Y Beta
Winner
WTIP
0.20
DIVD
0.54
P/E Ratio
WTIP
N/A
DIVD
21.73
Forward P/E
WTIP
N/A
DIVD
13.60
PEG Ratio
WTIP
N/A
DIVD
0.20
5Y EPS CAGR
WTIP
N/A
DIVD
5.55%
Debt to Equity
WTIP
N/A
DIVD
35.19%
P/S Ratio
WTIP
N/A
DIVD
0.15
P/B Ratio
WTIP
N/A
DIVD
2.45
WTIP vs DIVD - Holdings Comparison
WTIP and DIVD have 1 common holdings. Overlap is -70.94%
WTIP's top 25 holdings weight is 172.06%. DIVD's top 25 holdings weight is 53.09%.
| Rank | WTIP | DIVD |
|---|---|---|
| #1 | UNITED STATES TREASURY NOTES 0.125% (n/a) - 26.81% | NXP SEMICONDUCTORS NV (NXPI) - 2.46% |
| #2 | UNITED STATES TREASURY NOTES 1.625% (n/a) - 15.42% | ROYAL BANK OF CANADA (n/a) - 2.45% |
| #3 | FUTURE ON MINI GOLD (n/a) - 8.06% | DEUTSCHE POST AG ADR (DHLGY) - 2.43% |
| #4 | UNITED STATES TREASURY NOTES 0.375% (n/a) - 7.95% | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 2.41% |
| #5 | UNITED STATES TREASURY NOTES 1.25% (n/a) - 7.50% | OTHER ASSETS AND LIABILITIES (n/a) - 2.34% |
| #6 | FUTURE ON MINI SILVER (n/a) - 7.49% | BNP PARIBAS ADR (BNPQY) - 2.31% |
| #7 | ZINC FUTURE JUNE 26 (n/a) - 7.36% | AMBEV SA ADR (ABEV) - 2.22% |
| #8 | FUTURE ON ALUMINIUM (n/a) - 6.93% | AXA SA ADR (AXAHY) - 2.20% |
| #9 | HENRY HUB NATURAL GAS FUTURE NOV 26 (n/a) - 6.70% | n/a (MURGY) - 2.20% |
| #10 | CHICAGO SRW WHEAT FUTURE JULY 26 (n/a) - 6.56% | NOVARTIS AG ADR (NVS) - 2.19% |
| #11 | KC HRW WHEAT FUTURE JULY 26 (n/a) - 6.56% | PUBLICIS GROUPE SA ADR (PUBGY) - 2.18% |
| #12 | FUTURE ON NICKEL (n/a) - 6.47% | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.18% |
| #13 | CORN FUTURE JULY 26 (n/a) - 6.37% | SIEMENS AG ADR (SIEGY) - 2.17% |
| #14 | UNITED STATES TREASURY NOTES 1.125% (n/a) - 5.41% | RECKITT BENCKISER GROUP PLC ADR (RBGLY) - 2.14% |
| #15 | UNITED STATES TREASURY NOTES 2.125% (n/a) - 5.02% | NESTLE SA ADR (NSRGY) - 2.10% |
| #16 | UNITED STATES TREASURY NOTES 2.375% (n/a) - 5.00% | ROCHE HOLDING AG ADR (RHHBY) - 2.06% |
| #17 | WISDOMTREE BITCOIN FUND (BTCW) - 4.84% | SANOFI SA ADR (SNY) - 1.96% |
| #18 | BNY DREYFUS TREASURY OBLGTNS CSH MGT INS (DTRXX) - 4.77% | TOYOTA MOTOR CORP ADR (TM) - 1.93% |
| #19 | RBOB GASOLINE FUTURE APR 27 (n/a) - 4.28% | GSK PLC ADR (GSK) - 1.92% |
| #20 | UNITED STATES TREASURY NOTES 0.5% (n/a) - 4.27% | BAE SYSTEMS PLC ADR (BAESY) - 1.91% |
| #21 | UNITED STATES TREASURY NOTES 0.75% (n/a) - 3.72% | BP PLC ADR (BP) - 1.89% |
| #22 | CRUDE OIL FUTURE DEC 26 (n/a) - 3.72% | TOTALENERGIES SE (TTE) - 1.89% |
| #23 | UNITED STATES TREASURY NOTES 0.25% (n/a) - 3.71% | ASTRAZENECA PLC (AZN) - 1.87% |
| #24 | BRENT CRUDE FUTURES JUNE26 (n/a) - 3.60% | VINCI SA ADR (VCISY) - 1.86% |
| #25 | LOW SULPHUR GAS OIL FUTURES JUNE26 (n/a) - 3.54% | CAPGEMINI SE ADR (CGEMY) - 1.82% |
| Total Holdings | 28 | 66 |
WTIP vs DIVD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WTIP
+4.71%
DIVD
+0.70%
3M
WTIP
-1.87%
Winner
DIVD
+6.64%
6M
WTIP
+6.23%
Winner
DIVD
+7.83%
1Y
WTIP
+24.13%
Winner
DIVD
+26.20%
Max(CAGR)
Winner
WTIP
+23.67%
DIVD
+20.50%
WTIP vs DIVD - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | WTIP | DIVD |
|---|---|---|
| 2026 | +12.52% | +17.48% |
| 2025 | +14.00% | +26.64% |
| 2024 | N/A | +2.44% |
| 2023 | N/A | +13.62% |
| 2022 | N/A | +18.37% |
WTIP vs DIVD 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 DIVD was -13.88%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The current WTIP drawdown is -9.16%. The current DIVD drawdown is -1.67%.
| Rank | WTIP | DIVD |
|---|---|---|
| #1 | -16.52% May 27, 2026 - Jun 24, 2026 | -13.88% Mar 7, 2025 - Jun 3, 2025 |
| #2 | -7.45% Jan 28, 2026 - Feb 27, 2026 | -10.58% Jul 31, 2023 - Dec 13, 2023 |
| #3 | -4.68% Mar 12, 2026 - Apr 14, 2026 | -8.72% Sep 27, 2024 - Feb 18, 2025 |
| #4 | -3.99% May 12, 2026 - May 27, 2026 | -8.66% Feb 1, 2023 - Apr 17, 2023 |
| #5 | -3.99% Jul 29, 2025 - Sep 12, 2025 | -7.47% Apr 18, 2023 - Jul 18, 2023 |
| #6 | -2.33% Jan 6, 2026 - Jan 14, 2026 | -6.70% Feb 11, 2026 - Apr 17, 2026 |
| #7 | -2.15% Dec 26, 2025 - Jan 5, 2026 | -4.86% Mar 28, 2024 - May 15, 2024 |
| #8 | -2.04% Oct 16, 2025 - Nov 25, 2025 | -4.53% Jul 23, 2025 - Aug 19, 2025 |
| #9 | -1.97% Jan 14, 2026 - Jan 26, 2026 | -4.50% May 15, 2024 - Aug 16, 2024 |
| #10 | -1.30% May 4, 2026 - May 11, 2026 | -4.38% Oct 4, 2022 - Oct 21, 2022 |
| #11 | -1.10% Jul 11, 2025 - Jul 21, 2025 | -4.02% Dec 2, 2022 - Jan 6, 2023 |
| #12 | -1.08% Jul 23, 2025 - Jul 29, 2025 | -3.33% Nov 12, 2025 - Nov 26, 2025 |
| #13 | -1.06% Sep 22, 2025 - Sep 29, 2025 | -3.20% Oct 3, 2025 - Nov 11, 2025 |
| #14 | -1.06% Apr 16, 2026 - Apr 22, 2026 | -3.08% Jan 8, 2024 - Feb 22, 2024 |
| #15 | -1.04% Dec 1, 2025 - Dec 10, 2025 | -2.80% Aug 30, 2024 - Sep 19, 2024 |
Correlation
Correlation between WTIP and DIVD is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2022 - 2026)
WTIP vs DIVD dividend yield comparison.
| Year | WTIP | DIVD |
|---|---|---|
| 2026 | 2.68% | 1.81% |
| 2025 | 1.59% | 2.86% |
| 2024 | 0.00% | 3.39% |
| 2023 | 0.00% | 2.96% |
| 2022 | 0.00% | 0.60% |
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