BSR vs. GDT
BSR (Beacon Selective Risk ETF) and GDT (WisdomTree Efficient TIPS Plus Gold Fund) are both Tactical Allocation funds. BSR is passively managed, while GDT is actively managed. At a 0.47 correlation, their price movements are largely independent. BSR charges 1.10%/yr vs 0.30%/yr for GDT.
Performance
BSR vs. GDT - Performance Comparison
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Returns By Period
BSR
- 1D
- 0.04%
- 1M
- -0.20%
- YTD
- 2.87%
- 6M
- 2.26%
- 1Y
- 11.37%
- 3Y*
- 7.12%
- 5Y*
- —
- 10Y*
- —
GDT
- 1D
- -0.81%
- 1M
- -7.11%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BSR vs. GDT - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BSR Beacon Selective Risk ETF | -0.01% |
GDT WisdomTree Efficient TIPS Plus Gold Fund | -12.91% |
Correlation
The correlation between BSR and GDT is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jan 22, 2026 | 0.47 |
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Return for Risk
BSR vs. GDT — Risk / Return Rank
BSR
GDT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BSR vs. GDT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Beacon Selective Risk ETF (BSR) and WisdomTree Efficient TIPS Plus Gold Fund (GDT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BSR | GDT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.86 | — | — |
| Martin ratioReturn relative to average drawdown | 5.01 | — | — |
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Drawdowns
BSR vs. GDT - Drawdown Comparison
The maximum BSR drawdown since its inception was -15.68%, smaller than the maximum GDT drawdown of -22.61%. Use the drawdown chart below to compare losses from any high point for BSR and GDT.
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Drawdown Indicators
| BSR | GDT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.68% | -22.61% | +6.93% |
Max Drawdown (1Y)Largest decline over 1 year | -6.15% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -15.68% | — | — |
Current DrawdownCurrent decline from peak | -4.90% | -21.23% | +16.33% |
Average DrawdownAverage peak-to-trough decline | -4.58% | -10.92% | +6.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | — | — |
Volatility
BSR vs. GDT - Volatility Comparison
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Volatility by Period
| BSR | GDT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.41% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 6.53% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 8.81% | 33.07% | -24.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.18% | 33.07% | -16.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.18% | 33.07% | -16.89% |
BSR vs. GDT - Expense Ratio Comparison
BSR has a 1.10% expense ratio, which is higher than GDT's 0.30% expense ratio.
Dividends
BSR vs. GDT - Dividend Comparison
BSR's dividend yield for the trailing twelve months is around 2.81%, more than GDT's 1.88% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BSR Beacon Selective Risk ETF | 2.81% | 2.89% | 0.89% | 1.08% |
GDT WisdomTree Efficient TIPS Plus Gold Fund | 1.88% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BSR and GDT have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GDT is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GDT is cheaper with a 0.30% expense ratio, compared with 1.10% for BSR.
BSR has the higher dividend yield at 2.81%, compared with 1.88% for GDT.
They also come from different issuers: American Beacon and WisdomTree. Their fees differ too: 1.10% for BSR and 0.30% for GDT.
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