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GDT vs USFR

WisdomTree Efficient TIPS Plus Gold Fund vs WisdomTree Floating Rate Treasury Fund

GDT

WisdomTree Efficient TIPS Plus Gold Fund

WisdomTree

Annual cost

0.20%

Fund size

$10M

USFR

WisdomTree Floating Rate Treasury Fund

WisdomTree

Annual cost

0.15%

Fund size

$17.0B

Key differences

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

Side-by-side comparison

GDTUSFR
Annual cost (TER)0.20%0.15%
Fund size (AUM)$10M$17.0B
Since20262014
Dividend yield3.96%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.1%
CAGR 3YN/A+4.7%
CAGR 5YN/A+3.5%
Sharpe 3YN/A2.59
Volatility 1Y0.28%
Max drawdown-18.06%-0.78%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to GDT and USFR