Screener
GDE vs WTMF
WisdomTree Efficient Gold Plus Equity Strategy Fund vs WisdomTree Managed Futures Strategy Fund
Key differences
GDE is a mixed asset ETF, while WTMF is an alternative ETF. GDE charges 0.20% a year and WTMF 0.66%.
- GDE is a mixed asset fund, while WTMF is an alternative fund. They carry different risk/return profiles.
- GDE follows a active selection strategy; WTMF uses managed futures.
- GDE costs 0.46% less per year.
- Over the last three years, GDE has delivered higher annualized returns.
- WTMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GDE | WTMF | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.66% |
| Fund size (AUM) | $595M | $235M |
| Since | 2022 | 2011 |
| Dividend yield | 3.83% | 2.80% |
| Asset class | mixed asset | alternative |
| Region | north america | north america |
| Strategy | active selection | managed futures |
| CAGR 1Y | +43.2% | +20.2% |
| CAGR 3Y | +44.0% | +9.7% |
| CAGR 5Y | N/A | +6.1% |
| Sharpe 3Y | 1.43 | 0.69 |
| Volatility 1Y | 29.88% | 8.93% |
| Max drawdown | -32.01% | -15.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.