GDT vs. ESBG

Last updated Apr 2, 2026

Compare and contrast key facts about WisdomTree Efficient TIPS Plus Gold Fund (GDT) and First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG).

GDT and ESBG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GDT is an actively managed fund by WisdomTree. It was launched on Jan 22, 2026. ESBG is an actively managed fund by First Trust. It was launched on Nov 19, 2025.

Performance

GDT vs. ESBG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Efficient TIPS Plus Gold Fund (GDT) and First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG). The values are adjusted to include any dividend payments, if applicable.

GDT vs. ESBG - Yearly Performance Comparison

	2026 (YTD)
GDT WisdomTree Efficient TIPS Plus Gold Fund	-2.55%
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF	-7.07%

Returns By Period

GDT

• 1D: 1.43%
• 1M: -10.12%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ESBG

• 1D: 1.58%
• 1M: -11.95%
• YTD: 2.00%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

GDT vs. ESBG - Expense Ratio Comparison

GDT has a 0.30% expense ratio, which is lower than ESBG's 0.95% expense ratio.

ESBG

First Trust Enhanced Stocks, Bonds & Gold ETF

GDT

WisdomTree Efficient TIPS Plus Gold Fund

Return for Risk

GDT vs. ESBG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient TIPS Plus Gold Fund (GDT) and First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	GDT	ESBG	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-0.30	0.85	-1.15

Correlation

The correlation between GDT and ESBG is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

GDT vs. ESBG - Dividend Comparison

GDT's dividend yield for the trailing twelve months is around 0.09%, less than ESBG's 0.59% yield.

	TTM	2025
GDT WisdomTree Efficient TIPS Plus Gold Fund	0.09%	0.00%
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF	0.59%	0.24%

Drawdowns

GDT vs. ESBG - Drawdown Comparison

The maximum GDT drawdown since its inception was -18.06%, roughly equal to the maximum ESBG drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for GDT and ESBG.

Drawdown Indicators

	GDT	ESBG	Difference
Max Drawdown Largest peak-to-trough decline	-18.06%	-18.84%	+0.78%
Current Drawdown Current decline from peak	-11.04%	-13.50%	+2.46%
Average Drawdown Average peak-to-trough decline	-7.38%	-4.28%	-3.10%

Volatility

Volatility by Period

	GDT	ESBG	Difference
Volatility (1Y) Calculated over the trailing 1-year period	42.83%	27.69%	+15.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	42.83%	27.69%	+15.14%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	42.83%	27.69%	+15.14%