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GDT vs FPEI

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

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

FPEI

First Trust Institutional Preferred Securities and Income ETF

Annual cost

0.85%

Fund size

$1.9B

Key differences

Both GDT and FPEI are fixed income ETFs. GDT charges 0.20% a year and FPEI 0.85%. The main difference: GDT costs 0.65% less per year.

  • GDT costs 0.65% less per year.
  • FPEI is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • FPEI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTFPEI
Annual cost (TER)0.20%0.85%
Fund size (AUM)$11M$1.9B
Since20262017
Dividend yield5.73%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+8.1%
CAGR 3YN/A+10.6%
CAGR 5YN/A+4.3%
Sharpe 3YN/A1.59
Volatility 1Y3.71%
Max drawdown-22.61%-27.51%

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

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