GDT vs. GDE
GDT (WisdomTree Efficient TIPS Plus Gold Fund) and GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) are both exchange-traded funds - GDT is a Tactical Allocation fund actively managed by WisdomTree, while GDE is a Gold fund actively managed by WisdomTree. Both are actively managed. Their correlation of 0.92 suggests significant overlap in exposure. GDT charges 0.30%/yr vs 0.20%/yr for GDE.
Performance
GDT vs. GDE - Performance Comparison
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Returns By Period
GDT
- 1D
- -0.42%
- 1M
- -2.50%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GDE
- 1D
- 0.10%
- 1M
- -1.04%
- 6M
- -3.13%
- YTD
- 2.09%
- 1Y
- 36.96%
- 3Y*
- 42.22%
- 5Y*
- —
- 10Y*
- —
GDT vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
GDT WisdomTree Efficient TIPS Plus Gold Fund | -14.24% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | -7.53% |
Correlation
The correlation between GDT and GDE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jan 22, 2026 | 0.92 |
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Return for Risk
GDT vs. GDE — Risk / Return Rank
GDT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
GDE
GDT vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient TIPS Plus Gold Fund (GDT) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE). 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 | GDE | 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 | — | 1.66 | — |
| Martin ratioReturn relative to average drawdown | — | 4.12 | — |
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Drawdowns
GDT vs. GDE - Drawdown Comparison
The maximum GDT drawdown since its inception was -24.66%, smaller than the maximum GDE drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for GDT and GDE.
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Drawdown Indicators
| GDT | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.66% | -32.01% | +7.35% |
Max Drawdown (1Y)Largest decline over 1 year | — | -22.66% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.66% | — |
Current DrawdownCurrent decline from peak | -22.43% | -17.40% | -5.03% |
Average DrawdownAverage peak-to-trough decline | -12.26% | -8.10% | -4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 9.13% | — |
Volatility
GDT vs. GDE - Volatility Comparison
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Volatility by Period
| GDT | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 10.16% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 26.07% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 31.91% | 30.49% | +1.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.91% | 27.09% | +4.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.91% | 27.09% | +4.82% |
GDT vs. GDE - Expense Ratio Comparison
GDT has a 0.30% expense ratio, which is higher than GDE's 0.20% expense ratio.
Dividends
GDT vs. GDE - Dividend Comparison
GDT's dividend yield for the trailing twelve months is around 2.70%, less than GDE's 4.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.23% | 4.32% | 7.14% | 2.22% | 0.81% |
GDT WisdomTree Efficient TIPS Plus Gold Fund | 2.70% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.92, GDT and GDE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, GDE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GDE is cheaper with a 0.20% expense ratio, compared with 0.30% for GDT.
GDE has the higher dividend yield at 4.23%, compared with 2.70% for GDT.
GDT is categorized as Tactical Allocation, while GDE is Gold. Their fees differ too: 0.30% for GDT and 0.20% for GDE.
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