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GDT vs NTSX

WisdomTree Efficient TIPS Plus Gold Fund vs WisdomTree U.S. Efficient Core Fund

GDT

WisdomTree Efficient TIPS Plus Gold Fund

WisdomTree

Annual cost

0.20%

Fund size

$10M

NTSX

WisdomTree U.S. Efficient Core Fund

WisdomTree

Annual cost

0.20%

Fund size

$1.3B

Key differences

  • NTSX is significantly larger than GDT — larger funds tend to be more liquid and less likely to close.
  • GDT is classified as fixed income, while NTSX is equity — different risk/return profiles.
  • NTSX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTNTSX
Annual cost (TER)0.20%0.20%
Fund size (AUM)$10M$1.3B
Since20262018
Dividend yield1.12%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+27.6%
CAGR 3YN/A+19.9%
CAGR 5YN/A+9.8%
Sharpe 3YN/A1.04
Volatility 1Y12.52%
Max drawdown-18.06%-31.34%

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

Similar to GDT and NTSX