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GDT vs CGCP

WisdomTree Efficient TIPS Plus Gold Fund vs Capital Group Core Plus Income ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

CGCP

Capital Group Core Plus Income ETF

Annual cost

0.34%

Fund size

$7.9B

Key differences

Both GDT and CGCP are fixed income ETFs. GDT charges 0.20% a year and CGCP 0.34%. The main difference: GDT covers North America; CGCP covers global markets.

  • GDT covers North America; CGCP covers global markets.
  • GDT costs 0.14% less per year.
  • CGCP is much larger than GDT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

GDTCGCP
Annual cost (TER)0.20%0.34%
Fund size (AUM)$11M$7.9B
Since20262022
Dividend yield5.14%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1YN/A+5.5%
CAGR 3YN/A+5.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.34
Volatility 1Y3.66%
Max drawdown-22.61%-15.07%

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

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