Screener
GDE vs GTR
WisdomTree Efficient Gold Plus Equity Strategy Fund vs WisdomTree Target Range Fund
Key differences
GDE is a mixed asset ETF, while GTR is an alternative ETF. GDE charges 0.20% a year and GTR 0.70%.
- GDE is a mixed asset fund, while GTR is an alternative fund. They carry different risk/return profiles.
- GDE follows a active selection strategy; GTR uses option income.
- GDE costs 0.50% less per year.
- GDE is much larger than GTR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, GDE has delivered higher annualized returns.
Side-by-side comparison
| GDE | GTR | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.70% |
| Fund size (AUM) | $595M | $69M |
| Since | 2022 | 2021 |
| Dividend yield | 3.83% | 5.30% |
| Asset class | mixed asset | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +43.2% | +18.2% |
| CAGR 3Y | +44.0% | +12.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.43 | 0.82 |
| Volatility 1Y | 29.88% | 9.70% |
| Max drawdown | -32.01% | -21.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.