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GDT vs SPTS

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

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

SPTS

State Street SPDR Portfolio Short Term Treasury ETF

Annual cost

0.03%

Fund size

$5.9B

Key differences

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

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

Side-by-side comparison

GDTSPTS
Annual cost (TER)0.20%0.03%
Fund size (AUM)$11M$5.9B
Since20262011
Dividend yield3.92%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+3.3%
CAGR 3YN/A+4.0%
CAGR 5YN/A+1.8%
Sharpe 3YN/A0.24
Volatility 1Y1.30%
Max drawdown-18.56%-5.71%

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

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