GDT vs. AGOX
GDT (WisdomTree Efficient TIPS Plus Gold Fund) and AGOX (Adaptive Alpha Opportunities ETF) are both Tactical Allocation funds. Both are actively managed. At a 0.39 correlation, their price movements are largely independent. GDT charges 0.30%/yr vs 1.33%/yr for AGOX.
Performance
GDT vs. AGOX - Performance Comparison
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Returns By Period
GDT
- 1D
- -1.60%
- 1M
- -8.60%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AGOX
- 1D
- -2.40%
- 1M
- 1.11%
- YTD
- 20.02%
- 6M
- 16.23%
- 1Y
- 26.99%
- 3Y*
- 17.26%
- 5Y*
- 8.55%
- 10Y*
- —
GDT vs. AGOX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
GDT WisdomTree Efficient TIPS Plus Gold Fund | -14.30% |
AGOX Adaptive Alpha Opportunities ETF | 13.46% |
Correlation
The correlation between GDT and AGOX is 0.39, 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 | 0.39 |
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Return for Risk
GDT vs. AGOX — Risk / Return Rank
GDT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AGOX
GDT vs. AGOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient TIPS Plus Gold Fund (GDT) and Adaptive Alpha Opportunities ETF (AGOX). 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.
| GDT | AGOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.27 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.77 | — |
| Martin ratioReturn relative to average drawdown | — | 6.44 | — |
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Drawdowns
GDT vs. AGOX - Drawdown Comparison
The maximum GDT drawdown since its inception was -22.61%, smaller than the maximum AGOX drawdown of -26.93%. Use the drawdown chart below to compare losses from any high point for GDT and AGOX.
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Drawdown Indicators
| GDT | AGOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.61% | -26.93% | +4.32% |
Max Drawdown (1Y)Largest decline over 1 year | — | -15.32% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.15% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.93% | — |
Current DrawdownCurrent decline from peak | -22.49% | -3.39% | -19.10% |
Average DrawdownAverage peak-to-trough decline | -11.03% | -8.10% | -2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.20% | — |
Volatility
GDT vs. AGOX - Volatility Comparison
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Volatility by Period
| GDT | AGOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.40% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.35% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 32.99% | 18.77% | +14.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.99% | 19.75% | +13.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.99% | 19.67% | +13.32% |
GDT vs. AGOX - Expense Ratio Comparison
GDT has a 0.30% expense ratio, which is lower than AGOX's 1.33% expense ratio.
Dividends
GDT vs. AGOX - Dividend Comparison
GDT's dividend yield for the trailing twelve months is around 1.91%, less than AGOX's 2.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
AGOX Adaptive Alpha Opportunities ETF | 2.69% | 3.23% | 3.94% | 0.27% | 0.20% | 6.36% |
GDT WisdomTree Efficient TIPS Plus Gold Fund | 1.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
GDT and AGOX have a correlation of 0.39, 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 1.33% for AGOX.
AGOX has the higher dividend yield at 2.69%, compared with 1.91% for GDT.
They also come from different issuers: WisdomTree and Adaptive Funds. Their fees differ too: 0.30% for GDT and 1.33% for AGOX.
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