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GDT vs PBTP

WisdomTree Efficient TIPS Plus Gold Fund vs Invesco 0-5 Yr US TIPS ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

PBTP

Invesco 0-5 Yr US TIPS ETF

Annual cost

0.07%

Fund size

$68M

Key differences

Both GDT and PBTP are fixed income ETFs. GDT charges 0.20% a year and PBTP 0.07%. The main difference: GDT follows a active selection strategy; PBTP uses index tracking.

  • GDT follows a active selection strategy; PBTP uses index tracking.
  • PBTP costs 0.13% less per year.
  • PBTP is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • PBTP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTPBTP
Annual cost (TER)0.20%0.07%
Fund size (AUM)$11M$68M
Since20262017
Dividend yield3.11%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.5%
CAGR 3YN/A+5.1%
CAGR 5YN/A+3.3%
Sharpe 3YN/A0.67
Volatility 1Y1.55%
Max drawdown-18.56%-5.44%

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

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