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GDE vs WTIP

WisdomTree Efficient Gold Plus Equity Strategy Fund vs WisdomTree Inflation Plus Fund

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

WisdomTree

Annual cost

0.20%

Fund size

$613M

WTIP

WisdomTree Inflation Plus Fund

WisdomTree

Annual cost

0.65%

Fund size

$22M

Key differences

  • GDE costs 0.45% less per year.
  • GDE is significantly larger than WTIP — larger funds tend to be more liquid and less likely to close.
  • GDE follows a active selection strategy; WTIP uses tactical allocation.

Side-by-side comparison

GDEWTIP
Annual cost (TER)0.20%0.65%
Fund size (AUM)$613M$22M
Since20222025
Dividend yield3.95%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectiontactical allocation
CAGR 1Y+59.9%N/A
CAGR 3Y+47.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.55N/A
Volatility 1Y28.36%
Max drawdown-32.01%-7.44%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to GDE and WTIP