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GDT vs ULST

WisdomTree Efficient TIPS Plus Gold Fund vs State Street Ultra Short Term Bond ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

ULST

State Street Ultra Short Term Bond ETF

Annual cost

0.20%

Fund size

$552M

Key differences

Both GDT and ULST are fixed income ETFs. GDT charges 0.20% a year and ULST 0.20%. The main difference: ULST is much larger than GDT. Larger funds are usually more liquid and less likely to close.

  • ULST is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • ULST has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTULST
Annual cost (TER)0.20%0.20%
Fund size (AUM)$11M$552M
Since20262013
Dividend yield4.22%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+3.9%
CAGR 3YN/A+4.9%
CAGR 5YN/A+3.5%
Sharpe 3YN/A1.22
Volatility 1Y0.66%
Max drawdown-22.61%-6.20%

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

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