GDT vs. XRLX
GDT (WisdomTree Efficient TIPS Plus Gold Fund) and XRLX (FundX Conservative ETF) are both Tactical Allocation funds. Both are actively managed. At a 0.45 correlation, their price movements are largely independent. GDT charges 0.30%/yr vs 1.63%/yr for XRLX.
Performance
GDT vs. XRLX - Performance Comparison
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Returns By Period
GDT
- 1D
- -0.42%
- 1M
- -2.50%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XRLX
- 1D
- 0.22%
- 1M
- 0.05%
- 6M
- 5.76%
- YTD
- 6.73%
- 1Y
- 13.77%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GDT vs. XRLX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
GDT WisdomTree Efficient TIPS Plus Gold Fund | -14.24% |
XRLX FundX Conservative ETF | 6.55% |
Correlation
The correlation between GDT and XRLX is 0.45, 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 | 0.45 |
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Return for Risk
GDT vs. XRLX — Risk / Return Rank
GDT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XRLX
GDT vs. XRLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient TIPS Plus Gold Fund (GDT) and FundX Conservative ETF (XRLX). 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 | XRLX | 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 | — | 2.15 | — |
| Martin ratioReturn relative to average drawdown | — | 8.91 | — |
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Drawdowns
GDT vs. XRLX - Drawdown Comparison
The maximum GDT drawdown since its inception was -24.66%, which is greater than XRLX's maximum drawdown of -15.33%. Use the drawdown chart below to compare losses from any high point for GDT and XRLX.
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Drawdown Indicators
| GDT | XRLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.66% | -15.33% | -9.33% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.28% | — |
Current DrawdownCurrent decline from peak | -22.43% | -1.50% | -20.93% |
Average DrawdownAverage peak-to-trough decline | -12.26% | -1.70% | -10.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.51% | — |
Volatility
GDT vs. XRLX - Volatility Comparison
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Volatility by Period
| GDT | XRLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.98% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.81% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 31.91% | 9.07% | +22.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.91% | 11.17% | +20.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.91% | 11.17% | +20.74% |
GDT vs. XRLX - Expense Ratio Comparison
GDT has a 0.30% expense ratio, which is lower than XRLX's 1.63% expense ratio.
Dividends
GDT vs. XRLX - Dividend Comparison
GDT's dividend yield for the trailing twelve months is around 2.70%, more than XRLX's 2.60% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
GDT WisdomTree Efficient TIPS Plus Gold Fund | 2.70% | 0.00% | 0.00% | 0.00% |
XRLX FundX Conservative ETF | 2.60% | 2.77% | 1.66% | 1.68% |
Frequently Asked Questions
GDT and XRLX have a correlation of 0.45, 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 1.63% for XRLX.
GDT has the higher dividend yield at 2.70%, compared with 2.60% for XRLX.
They also come from different issuers: WisdomTree and FundX. Their fees differ too: 0.30% for GDT and 1.63% for XRLX.
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