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USFR vs GDT

WisdomTree Floating Rate Treasury Fund vs WisdomTree Efficient TIPS Plus Gold Fund

USFR

WisdomTree Floating Rate Treasury Fund

WisdomTree

Annual cost

0.15%

Fund size

$17.0B

GDT

WisdomTree Efficient TIPS Plus Gold Fund

WisdomTree

Annual cost

0.20%

Fund size

$10M

Key differences

  • USFR costs 0.05% less per year.
  • USFR is significantly larger than GDT — larger funds tend to be more liquid and less likely to close.
  • USFR follows a index tracking strategy; GDT uses active selection.
  • USFR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USFRGDT
Annual cost (TER)0.15%0.20%
Fund size (AUM)$17.0B$10M
Since20142026
Dividend yield3.96%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.1%N/A
CAGR 3Y+4.7%N/A
CAGR 5Y+3.5%N/A
Sharpe 3Y2.59N/A
Volatility 1Y0.28%
Max drawdown-0.78%-18.06%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to USFR and GDT