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GDT vs GTO

WisdomTree Efficient TIPS Plus Gold Fund vs Invesco Total Return Bond ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

GTO

Invesco Total Return Bond ETF

Annual cost

0.35%

Fund size

$2.3B

Key differences

Both GDT and GTO are fixed income ETFs. GDT charges 0.20% a year and GTO 0.35%. The main difference: GDT costs 0.15% less per year.

  • GDT costs 0.15% less per year.
  • GTO is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • GTO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTGTO
Annual cost (TER)0.20%0.35%
Fund size (AUM)$11M$2.3B
Since20262016
Dividend yield4.75%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+6.0%
CAGR 3YN/A+5.0%
CAGR 5YN/A+0.1%
Sharpe 3YN/A0.30
Volatility 1Y3.41%
Max drawdown-22.61%-20.75%

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

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