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GDT vs FSMB

WisdomTree Efficient TIPS Plus Gold Fund vs First Trust Short Duration Managed Municipal ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

FSMB

First Trust Short Duration Managed Municipal ETF

Annual cost

0.34%

Fund size

$611M

Key differences

Both GDT and FSMB are fixed income ETFs. GDT charges 0.20% a year and FSMB 0.34%. The main difference: GDT costs 0.14% less per year.

  • GDT costs 0.14% less per year.
  • FSMB is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • FSMB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTFSMB
Annual cost (TER)0.20%0.34%
Fund size (AUM)$11M$611M
Since20262018
Dividend yield3.15%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+4.0%
CAGR 3YN/A+3.5%
CAGR 5YN/A+1.5%
Sharpe 3YN/A-0.03
Volatility 1Y1.40%
Max drawdown-22.61%-6.32%

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

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