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WTIP vs PALU

Comparison between WISDOMTREE INFLATION PLUS FUND (WTIP, ETF) and Direxion Daily PANW Bull 2X Shares (PALU, ETF).

WTIP vs PALU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WTIP
$23M
PALU
$23M
Expense Ratio
WTIP
0.65%
PALU
N/A
Max Drawdown
Winner
WTIP
12.36%
PALU
64.97%
Sharpe Ratio
Winner
WTIP
1.24
PALU
0.93
5Y Beta
Winner
WTIP
0.19
PALU
2.25

WTIP vs PALU - Holdings Comparison

WTIP and PALU have 0 common holdings. Overlap is 0.00%

WTIP's top 25 holdings weight is 148.69%. PALU's top 25 holdings weight is 15.09%.

RankWTIPPALU
#1
UNITED STATES TREASURY NOTES 0.125% (n/a) - 29.35%
PALO ALTO NETWORKS INC (PANW) - 15.09%
#2
UNITED STATES TREASURY NOTES 1.625% (n/a) - 15.21%
N/A
#3
FUTURE ON MINI GOLD (n/a) - 11.50%
N/A
#4
FUTURE ON GAS OIL (n/a) - 8.91%
N/A
#5
BRENT CRUDE FUTURE SEPT 25 (n/a) - 8.90%
N/A
#6
UNITED STATES TREASURY NOTES 0.375% (n/a) - 7.74%
N/A
#7
COPPER FUTURE DEC 25 (n/a) - 7.57%
N/A
#8
FUTURE ON MINI SILVER (n/a) - 6.71%
N/A
#9
DREYFUS TREASURY OBLIGATIONS CSH MGT INS (DTRXX) - 6.50%
N/A
#10
NY HARB ULSD (n/a) - 6.22%
N/A
#11
RBOB GASOLINE FUTURE APR 26 (n/a) - 5.73%
N/A
#12
UNITED STATES TREASURY NOTES 2.125% (n/a) - 5.07%
N/A
#13
UNITED STATES TREASURY NOTES 2.375% (n/a) - 4.95%
N/A
#14
WISDOMTREE BITCOIN FUND (BTCW) - 4.65%
N/A
#15
UNITED STATES TREASURY NOTES 1.25% (n/a) - 4.58%
N/A
#16
LME PRI ALUM (n/a) - 4.34%
N/A
#17
CRUDE OIL SEPT25 (n/a) - 4.22%
N/A
#18
UNITED STATES TREASURY NOTES 0.5% (n/a) - 4.19%
N/A
#19
UNITED STATES TREASURY NOTES 0.625% (n/a) - 3.92%
N/A
#20
UNITED STATES TREASURY NOTES 0.75% (n/a) - 3.64%
N/A
#21
UNITED STATES TREASURY NOTES 0.25% (n/a) - 3.57%
N/A
#22
UNITED STATES TREASURY NOTES 0.875% (n/a) - 3.11%
N/A
#23
DREYFUS TRSY OBLIG CASH M (n/a) - 0.21%
N/A
#24
FUTURE ON SUGAR (n/a) - -6.05%
N/A
#25
NICKEL FUTURE SEPT 25 (n/a) - -6.05%
N/A
Total Holdings291

WTIP vs PALU - Historical Returns

Returns include dividend reinvestment.

1M
WTIP
-8.91%
Winner
PALU
+61.27%
3M
WTIP
-3.35%
Winner
PALU
+151.05%
6M
WTIP
+11.48%
Winner
PALU
+81.79%
1Y
WTIP
+26.16%
Winner
PALU
+54.11%
Max(CAGR)
WTIP
+26.67%
Winner
PALU
+50.21%

WTIP vs PALU - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearWTIPPALU
2026+9.90%+109.12%
2025+14.00%-17.48%

WTIP vs PALU Drawdown Comparison

The maximum drawdown for WTIP was -12.36%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for PALU was -62.11%, occurring on Feb 24, 2026. Recovery took 137 trading sessions.

The current WTIP drawdown is -11.28%. The current PALU drawdown is -14.70%.

RankWTIPPALU
#1-12.36%
May 27, 2026 - Jun 10, 2026
-62.11%
Oct 28, 2025 - May 15, 2026
#2-7.45%
Jan 28, 2026 - Feb 27, 2026
-36.07%
Jul 9, 2025 - Oct 6, 2025
#3-4.68%
Mar 12, 2026 - Apr 14, 2026
-33.38%
Mar 26, 2025 - May 12, 2025
#4-3.99%
May 12, 2026 - May 27, 2026
-25.68%
Jun 1, 2026 - Jun 9, 2026
#5-3.99%
Jul 29, 2025 - Sep 12, 2025
-14.08%
May 20, 2025 - Jun 3, 2025
#6-2.33%
Jan 6, 2026 - Jan 14, 2026
-11.41%
Oct 8, 2025 - Oct 27, 2025
#7-2.15%
Dec 26, 2025 - Jan 5, 2026
-9.28%
May 22, 2026 - May 29, 2026
#8-2.04%
Oct 16, 2025 - Nov 25, 2025
-7.13%
Jun 30, 2025 - Jul 9, 2025
#9-1.97%
Jan 14, 2026 - Jan 26, 2026
-5.80%
May 18, 2026 - May 21, 2026
#10-1.30%
May 4, 2026 - May 11, 2026
-5.47%
Jun 6, 2025 - Jun 17, 2025
#11-1.10%
Jul 11, 2025 - Jul 21, 2025
-3.76%
Jun 25, 2025 - Jun 30, 2025
#12-1.08%
Jul 23, 2025 - Jul 29, 2025
-3.21%
Jun 3, 2025 - Jun 6, 2025
#13-1.06%
Sep 22, 2025 - Sep 29, 2025
-2.92%
Jun 17, 2025 - Jun 23, 2025
#14-1.06%
Apr 16, 2026 - Apr 22, 2026
-2.40%
May 12, 2025 - May 19, 2025
#15-1.04%
Dec 1, 2025 - Dec 10, 2025
-1.58%
Oct 6, 2025 - Oct 8, 2025

Correlation

Correlation between WTIP and PALU is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10
-101

Dividend Comparison (2025 - 2026)

WTIP vs PALU dividend yield comparison.

YearWTIPPALU
20261.43%0.17%
20251.59%10.50%

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