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USFR vs GDE
WisdomTree Floating Rate Treasury Fund vs WisdomTree Efficient Gold Plus Equity Strategy Fund
Key differences
- USFR costs 0.05% less per year.
- USFR is significantly larger than GDE — larger funds tend to be more liquid and less likely to close.
- USFR is classified as fixed income, while GDE is alternative — different risk/return profiles.
- USFR follows a index tracking strategy; GDE uses active selection.
- Over the last 3 years, GDE has delivered higher annualized returns.
- USFR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| USFR | GDE | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.20% |
| Fund size (AUM) | $17.0B | $613M |
| Since | 2014 | 2022 |
| Dividend yield | 3.96% | 3.95% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.1% | +59.9% |
| CAGR 3Y | +4.7% | +47.6% |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 2.59 | 1.55 |
| Volatility 1Y | 0.28% | 28.36% |
| Max drawdown | -0.78% | -32.01% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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