Skip to content
Screener

GDT vs FPE

WisdomTree Efficient TIPS Plus Gold Fund vs First Trust Preferred Securities and Income ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

FPE

First Trust Preferred Securities and Income ETF

Annual cost

0.83%

Fund size

$6.3B

Key differences

Both GDT and FPE are fixed income ETFs. GDT charges 0.20% a year and FPE 0.83%. The main difference: GDT follows a active selection strategy; FPE uses index tracking.

  • GDT follows a active selection strategy; FPE uses index tracking.
  • GDT costs 0.63% less per year.
  • FPE is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • FPE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTFPE
Annual cost (TER)0.20%0.83%
Fund size (AUM)$11M$6.3B
Since20262013
Dividend yield5.84%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+7.7%
CAGR 3YN/A+10.1%
CAGR 5YN/A+3.1%
Sharpe 3YN/A1.27
Volatility 1Y3.87%
Max drawdown-22.61%-33.35%

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

Similar to GDT and FPE