Screener
GDE vs USFR
WisdomTree Efficient Gold Plus Equity Strategy Fund vs WisdomTree Floating Rate Treasury Fund
Key differences
- USFR costs 0.05% less per year.
- USFR is significantly larger than GDE — larger funds tend to be more liquid and less likely to close.
- GDE is classified as alternative, while USFR is fixed income — different risk/return profiles.
- GDE follows a active selection strategy; USFR uses index tracking.
- Over the last 3 years, GDE has delivered higher annualized returns.
- USFR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GDE | USFR | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.15% |
| Fund size (AUM) | $613M | $17.0B |
| Since | 2022 | 2014 |
| Dividend yield | 3.95% | 3.96% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +59.9% | +4.1% |
| CAGR 3Y | +47.6% | +4.7% |
| CAGR 5Y | N/A | +3.5% |
| Sharpe 3Y | 1.55 | 2.59 |
| Volatility 1Y | 28.36% | 0.28% |
| Max drawdown | -32.01% | -0.78% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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