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GDT vs SCHR

WisdomTree Efficient TIPS Plus Gold Fund vs Schwab Intermediate-Term U.S. Treasury ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Annual cost

0.03%

Fund size

$13.0B

Key differences

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

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

Side-by-side comparison

GDTSCHR
Annual cost (TER)0.20%0.03%
Fund size (AUM)$11M$13.0B
Since20262010
Dividend yield3.91%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+3.5%
CAGR 3YN/A+3.6%
CAGR 5YN/A+0.1%
Sharpe 3YN/A0.02
Volatility 1Y3.38%
Max drawdown-22.61%-16.11%

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

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