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GDT vs CDX

WisdomTree Efficient TIPS Plus Gold Fund vs Simplify High Yield ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

Key differences

Both GDT and CDX are fixed income ETFs. GDT charges 0.20% a year and CDX 0.25%. The main difference: GDT follows a active selection strategy; CDX uses multi strategy.

  • GDT follows a active selection strategy; CDX uses multi strategy.
  • CDX is much larger than GDT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

GDTCDX
Annual cost (TER)0.20%0.25%
Fund size (AUM)$11M$407M
Since20262022
Dividend yield8.31%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1YN/A-0.4%
CAGR 3YN/A+7.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.43
Volatility 1Y5.80%
Max drawdown-22.61%-13.24%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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