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WTIP vs GDE

WisdomTree Inflation Plus Fund vs WisdomTree Efficient Gold Plus Equity Strategy Fund

WTIP

WisdomTree Inflation Plus Fund

WisdomTree

Annual cost

0.65%

Fund size

$22M

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

WisdomTree

Annual cost

0.20%

Fund size

$613M

Key differences

  • GDE costs 0.45% less per year.
  • GDE is significantly larger than WTIP — larger funds tend to be more liquid and less likely to close.
  • WTIP follows a tactical allocation strategy; GDE uses active selection.

Side-by-side comparison

WTIPGDE
Annual cost (TER)0.65%0.20%
Fund size (AUM)$22M$613M
Since20252022
Dividend yield3.95%
Asset classalternativealternative
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1YN/A+59.9%
CAGR 3YN/A+47.6%
CAGR 5YN/AN/A
Sharpe 3YN/A1.55
Volatility 1Y28.36%
Max drawdown-7.44%-32.01%

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

Similar to WTIP and GDE