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GDT vs FPFD

WisdomTree Efficient TIPS Plus Gold Fund vs Fidelity Preferred Securities & Income ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

FPFD

Fidelity Preferred Securities & Income ETF

Annual cost

0.59%

Fund size

$83M

Key differences

Both GDT and FPFD are fixed income ETFs. GDT charges 0.20% a year and FPFD 0.59%. The main difference: GDT costs 0.39% less per year.

  • GDT costs 0.39% less per year.
  • FPFD is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • FPFD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTFPFD
Annual cost (TER)0.20%0.59%
Fund size (AUM)$11M$83M
Since20262021
Dividend yield5.14%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+5.8%
CAGR 3YN/A+7.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.95
Volatility 1Y2.98%
Max drawdown-22.61%-20.83%

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

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