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GDT vs TIPX

WisdomTree Efficient TIPS Plus Gold Fund vs State Street SPDR Bloomberg 1-10 Year TIPS ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

TIPX

State Street SPDR Bloomberg 1-10 Year TIPS ETF

Annual cost

0.15%

Fund size

$1.9B

Key differences

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

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

Side-by-side comparison

GDTTIPX
Annual cost (TER)0.20%0.15%
Fund size (AUM)$11M$1.9B
Since20262013
Dividend yield3.70%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.6%
CAGR 3YN/A+4.5%
CAGR 5YN/A+2.2%
Sharpe 3YN/A0.27
Volatility 1Y2.61%
Max drawdown-18.56%-10.08%

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

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