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GDT vs HYZD

WisdomTree Efficient TIPS Plus Gold Fund vs WisdomTree Interest Rate Hedged High Yield Bond Fund

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

HYZD

WisdomTree Interest Rate Hedged High Yield Bond Fund

Annual cost

0.43%

Fund size

$237M

Key differences

Both GDT and HYZD are fixed income ETFs. GDT charges 0.20% a year and HYZD 0.43%. The main difference: GDT follows a active selection strategy; HYZD uses long short.

  • GDT follows a active selection strategy; HYZD uses long short.
  • GDT costs 0.23% less per year.
  • HYZD is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • HYZD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTHYZD
Annual cost (TER)0.20%0.43%
Fund size (AUM)$11M$237M
Since20262013
Dividend yield5.89%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionlong short
CAGR 1YN/A+6.9%
CAGR 3YN/A+9.4%
CAGR 5YN/A+6.2%
Sharpe 3YN/A1.13
Volatility 1Y3.13%
Max drawdown-22.61%-25.66%

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

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