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GDT vs CGSD

WisdomTree Efficient TIPS Plus Gold Fund vs Capital Group Short Duration Income ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both GDT and CGSD are fixed income ETFs. GDT charges 0.20% a year and CGSD 0.25%. The main difference: CGSD is much larger than GDT. Larger funds are usually more liquid and less likely to close.

  • CGSD is much larger than GDT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

GDTCGSD
Annual cost (TER)0.20%0.25%
Fund size (AUM)$11M$2.3B
Since20262022
Dividend yield4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+4.2%
CAGR 3YN/A+5.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.85
Volatility 1Y1.45%
Max drawdown-22.61%-1.75%

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

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