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GDT vs SPTI

WisdomTree Efficient TIPS Plus Gold Fund vs State Street SPDR Portfolio Intermediate Term Treasury ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

SPTI

State Street SPDR Portfolio Intermediate Term Treasury ETF

Annual cost

0.03%

Fund size

$10.2B

Key differences

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

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

Side-by-side comparison

GDTSPTI
Annual cost (TER)0.20%0.03%
Fund size (AUM)$11M$10.2B
Since20262007
Dividend yield3.84%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+3.0%
CAGR 3YN/A+3.1%
CAGR 5YN/A+0.0%
Sharpe 3YN/A-0.09
Volatility 1Y3.39%
Max drawdown-18.56%-16.11%

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

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