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GDT vs WTPI

WisdomTree Efficient TIPS Plus Gold Fund vs WisdomTree Equity Premium Income Fund

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Annual cost

0.20%

Fund size

$11M

WTPI

WisdomTree Equity Premium Income Fund

Annual cost

0.44%

Fund size

$479M

Key differences

GDT is a fixed income ETF, while WTPI is an alternative ETF. GDT charges 0.20% a year and WTPI 0.44%.

  • GDT is a fixed income fund, while WTPI is an alternative fund. They carry different risk/return profiles.
  • GDT follows a active selection strategy; WTPI uses option income.
  • GDT costs 0.24% less per year.
  • WTPI is much larger than GDT. Larger funds are usually more liquid and less likely to close.
  • WTPI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDTWTPI
Annual cost (TER)0.20%0.44%
Fund size (AUM)$11M$479M
Since20262016
Dividend yield9.67%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1YN/A+17.4%
CAGR 3YN/A+13.2%
CAGR 5YN/A+9.7%
Sharpe 3YN/A0.83
Volatility 1Y9.18%
Max drawdown-22.61%-28.40%

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

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