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GDT vs GDE

WisdomTree Efficient TIPS Plus Gold Fund vs WisdomTree Efficient Gold Plus Equity Strategy Fund

GDT

WisdomTree Efficient TIPS Plus Gold Fund

WisdomTree

Annual cost

0.20%

Fund size

$10M

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

WisdomTree

Annual cost

0.20%

Fund size

$613M

Key differences

  • GDE is significantly larger than GDT — larger funds tend to be more liquid and less likely to close.
  • GDT is classified as fixed income, while GDE is alternative — different risk/return profiles.

Side-by-side comparison

GDTGDE
Annual cost (TER)0.20%0.20%
Fund size (AUM)$10M$613M
Since20262022
Dividend yield3.95%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+59.9%
CAGR 3YN/A+47.6%
CAGR 5YN/AN/A
Sharpe 3YN/A1.55
Volatility 1Y28.36%
Max drawdown-18.06%-32.01%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to GDT and GDE