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GDT vs VRP

WisdomTree Efficient TIPS Plus Gold Fund vs Invesco Variable Rate Preferred ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

VRP

Invesco Variable Rate Preferred ETF

Annual cost

0.50%

Fund size

$2.9B

Key differences

Both GDT and VRP are fixed income ETFs. GDT charges 0.20% a year and VRP 0.50%. The main difference: GDT follows a active selection strategy; VRP uses index tracking.

  • GDT follows a active selection strategy; VRP uses index tracking.
  • GDT costs 0.30% less per year.
  • VRP is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • VRP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTVRP
Annual cost (TER)0.20%0.50%
Fund size (AUM)$11M$2.9B
Since20262014
Dividend yield6.31%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+6.6%
CAGR 3YN/A+9.6%
CAGR 5YN/A+4.3%
Sharpe 3YN/A1.31
Volatility 1Y2.89%
Max drawdown-22.61%-46.04%

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

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