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GDT vs AGZD

WisdomTree Efficient TIPS Plus Gold Fund vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

GDT

WisdomTree Efficient TIPS Plus Gold Fund

WisdomTree

Annual cost

0.20%

Fund size

$10M

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

WisdomTree

Annual cost

0.23%

Fund size

$92M

Key differences

  • AGZD is significantly larger than GDT — larger funds tend to be more liquid and less likely to close.
  • GDT follows a active selection strategy; AGZD uses index tracking.
  • AGZD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTAGZD
Annual cost (TER)0.20%0.23%
Fund size (AUM)$10M$92M
Since20262013
Dividend yield4.02%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+5.9%
CAGR 3YN/A+6.3%
CAGR 5YN/A+4.3%
Sharpe 3YN/A0.73
Volatility 1Y3.13%
Max drawdown-18.06%-8.46%

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

Similar to GDT and AGZD