GDT vs. LOTI

Last updated Jun 5, 2026

GDT (WisdomTree Efficient TIPS Plus Gold Fund) and LOTI (Liberty One Tactical Income ETF) are both Tactical Allocation funds. Both are actively managed. At a 0.31 correlation, their price movements are largely independent. GDT charges 0.30%/yr vs 1.01%/yr for LOTI.

Performance

GDT vs. LOTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Efficient TIPS Plus Gold Fund (GDT) and Liberty One Tactical Income ETF (LOTI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

GDT

• 1D: 0.57%
• 1M: -1.79%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

LOTI

• 1D: -0.12%
• 1M: -0.50%
• YTD: 2.63%
• 6M: 1.96%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

GDT vs. LOTI - Yearly Performance Comparison

	2026 (YTD)
GDT WisdomTree Efficient TIPS Plus Gold Fund	-7.53%
LOTI Liberty One Tactical Income ETF	1.75%

Correlation

The correlation between GDT and LOTI is 0.31, 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 23, 2026	0.31

Return for Risk

GDT vs. LOTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient TIPS Plus Gold Fund (GDT) and Liberty One Tactical Income ETF (LOTI). 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	LOTI	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-0.58	0.82	-1.40

Drawdowns

GDT vs. LOTI - Drawdown Comparison

The maximum GDT drawdown since its inception was -18.06%, which is greater than LOTI's maximum drawdown of -4.42%. Use the drawdown chart below to compare losses from any high point for GDT and LOTI.

Drawdown Indicators

	GDT	LOTI	Difference
Max Drawdown Largest peak-to-trough decline	-18.06%	-4.42%	-13.64%
Current Drawdown Current decline from peak	-15.59%	-2.53%	-13.06%
Average Drawdown Average peak-to-trough decline	-9.96%	-1.34%	-8.62%

Volatility

Volatility by Period

	GDT	LOTI	Difference
Volatility (1Y) Calculated over the trailing 1-year period	33.20%	5.67%	+27.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.20%	5.67%	+27.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.20%	5.67%	+27.53%

GDT vs. LOTI - Expense Ratio Comparison

GDT has a 0.30% expense ratio, which is lower than LOTI's 1.01% expense ratio.

Dividends

GDT vs. LOTI - Dividend Comparison

GDT's dividend yield for the trailing twelve months is around 1.76%, more than LOTI's 1.34% yield.

Position	TTM	2025
GDT WisdomTree Efficient TIPS Plus Gold Fund	1.76%	0.00%
LOTI Liberty One Tactical Income ETF	1.34%	0.45%

Frequently Asked Questions

Can I hold both GDT and LOTI in my portfolio?

GDT and LOTI have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, GDT or LOTI?

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.

Which ETF is cheaper, GDT or LOTI?

GDT is cheaper with a 0.30% expense ratio, compared with 1.01% for LOTI.

Which ETF pays a higher dividend yield, GDT or LOTI?

GDT has the higher dividend yield at 1.76%, compared with 1.34% for LOTI.

What is the main difference between GDT and LOTI?

They also come from different issuers: WisdomTree and Liberty One. Their fees differ too: 0.30% for GDT and 1.01% for LOTI.