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GDT vs LGOV

WisdomTree Efficient TIPS Plus Gold Fund vs First Trust Long Duration Opportunities ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

LGOV

First Trust Long Duration Opportunities ETF

Annual cost

0.49%

Fund size

$664M

Key differences

Both GDT and LGOV are fixed income ETFs. GDT charges 0.20% a year and LGOV 0.49%. The main difference: GDT follows a active selection strategy; LGOV uses index tracking.

  • GDT follows a active selection strategy; LGOV uses index tracking.
  • GDT costs 0.29% less per year.
  • LGOV is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • LGOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTLGOV
Annual cost (TER)0.20%0.49%
Fund size (AUM)$11M$664M
Since20262019
Dividend yield4.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+5.5%
CAGR 3YN/A+2.8%
CAGR 5YN/A-1.7%
Sharpe 3YN/A-0.04
Volatility 1Y7.02%
Max drawdown-22.61%-30.85%

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

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