Screener
GTR vs GDE
WisdomTree Target Range Fund vs WisdomTree Efficient Gold Plus Equity Strategy Fund
Key differences
GTR is an alternative ETF, while GDE is a mixed asset ETF. GTR charges 0.70% a year and GDE 0.20%.
- GTR is an alternative fund, while GDE is a mixed asset fund. They carry different risk/return profiles.
- GTR follows a option income strategy; GDE uses active selection.
- GDE costs 0.50% less per year.
- GDE is much larger than GTR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, GDE has delivered higher annualized returns.
Side-by-side comparison
| GTR | GDE | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.20% |
| Fund size (AUM) | $69M | $595M |
| Since | 2021 | 2022 |
| Dividend yield | 5.30% | 3.83% |
| Asset class | alternative | mixed asset |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +18.2% | +43.2% |
| CAGR 3Y | +12.3% | +44.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.82 | 1.43 |
| Volatility 1Y | 9.70% | 29.88% |
| Max drawdown | -21.44% | -32.01% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.