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GDT vs VRIG

WisdomTree Efficient TIPS Plus Gold Fund vs Invesco Variable Rate Investment Grade ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

VRIG

Invesco Variable Rate Investment Grade ETF

Annual cost

0.30%

Fund size

$1.5B

Key differences

Both GDT and VRIG are fixed income ETFs. GDT charges 0.20% a year and VRIG 0.30%. The main difference: GDT costs 0.10% less per year.

  • GDT costs 0.10% less per year.
  • VRIG is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • VRIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTVRIG
Annual cost (TER)0.20%0.30%
Fund size (AUM)$11M$1.5B
Since20262016
Dividend yield4.80%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+5.0%
CAGR 3YN/A+6.0%
CAGR 5YN/A+4.4%
Sharpe 3YN/A2.84
Volatility 1Y0.50%
Max drawdown-22.61%-13.04%

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

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