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GDT vs SHV

WisdomTree Efficient TIPS Plus Gold Fund vs iShares 0–1 Year Treasury Bond ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

SHV

iShares 0–1 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$20.7B

Key differences

Both GDT and SHV are fixed income ETFs. GDT charges 0.20% a year and SHV 0.15%. The main difference: GDT follows a active selection strategy; SHV uses index tracking.

  • GDT follows a active selection strategy; SHV uses index tracking.
  • SHV costs 0.05% less per year.
  • SHV is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • SHV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTSHV
Annual cost (TER)0.20%0.15%
Fund size (AUM)$11M$20.7B
Since20262007
Dividend yield3.88%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+3.9%
CAGR 3YN/A+4.7%
CAGR 5YN/A+3.3%
Sharpe 3YN/A4.11
Volatility 1Y0.21%
Max drawdown-18.56%-0.45%

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

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