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GDT vs MTGP

WisdomTree Efficient TIPS Plus Gold Fund vs WisdomTree Mortgage Plus Bond Fund

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

MTGP

WisdomTree Mortgage Plus Bond Fund

Annual cost

0.46%

Fund size

$66M

Key differences

Both GDT and MTGP are fixed income ETFs. GDT charges 0.20% a year and MTGP 0.46%. The main difference: GDT costs 0.26% less per year.

  • GDT costs 0.26% less per year.
  • MTGP is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • MTGP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTMTGP
Annual cost (TER)0.20%0.46%
Fund size (AUM)$11M$66M
Since20262019
Dividend yield4.31%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+5.9%
CAGR 3YN/A+4.3%
CAGR 5YN/A+0.3%
Sharpe 3YN/A0.14
Volatility 1Y4.72%
Max drawdown-22.61%-16.63%

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

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