Skip to content
Screener

GDT vs CGUI

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

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

CGUI

Capital Group Ultra Short Income ETF

Annual cost

0.18%

Fund size

$267M

Key differences

Both GDT and CGUI are fixed income ETFs. GDT charges 0.20% a year and CGUI 0.18%. The main difference: GDT follows a active selection strategy; CGUI uses index tracking.

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

Side-by-side comparison

GDTCGUI
Annual cost (TER)0.20%0.18%
Fund size (AUM)$11M$267M
Since20262024
Dividend yield3.89%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y0.74%
Max drawdown-22.61%-0.18%

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

Similar to GDT and CGUI