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GDT vs SCHP

WisdomTree Efficient TIPS Plus Gold Fund vs Schwab U.S. TIPS ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

SCHP

Schwab U.S. TIPS ETF

Annual cost

0.03%

Fund size

$15.7B

Key differences

Both GDT and SCHP are fixed income ETFs. GDT charges 0.20% a year and SCHP 0.03%. The main difference: GDT follows a active selection strategy; SCHP uses index tracking.

  • GDT follows a active selection strategy; SCHP uses index tracking.
  • SCHP costs 0.17% less per year.
  • SCHP is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • SCHP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTSCHP
Annual cost (TER)0.20%0.03%
Fund size (AUM)$11M$15.7B
Since20262010
Dividend yield3.58%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.3%
CAGR 3YN/A+3.6%
CAGR 5YN/A+1.0%
Sharpe 3YN/A0.03
Volatility 1Y3.31%
Max drawdown-18.56%-14.26%

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

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