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GDT vs FSIG

WisdomTree Efficient TIPS Plus Gold Fund vs First Trust Limited Duration Investment Grade Corporate ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

Annual cost

0.44%

Fund size

$1.5B

Key differences

Both GDT and FSIG are fixed income ETFs. GDT charges 0.20% a year and FSIG 0.44%. The main difference: GDT follows a active selection strategy; FSIG uses index tracking.

  • GDT follows a active selection strategy; FSIG uses index tracking.
  • GDT costs 0.24% less per year.
  • FSIG is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • FSIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTFSIG
Annual cost (TER)0.20%0.44%
Fund size (AUM)$11M$1.5B
Since20262021
Dividend yield4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.2%
CAGR 3YN/A+5.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.60
Volatility 1Y2.24%
Max drawdown-22.61%-6.89%

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

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