PLGI vs. GDT

Last updated Jun 4, 2026

PLGI (PL Growth and Income ETF) and GDT (WisdomTree Efficient TIPS Plus Gold Fund) are both Tactical Allocation funds. Both are actively managed. At a 0.13 correlation, their price movements are largely independent. PLGI charges 1.25%/yr vs 0.30%/yr for GDT.

Performance

PLGI vs. GDT - Performance Comparison

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

Returns By Period

PLGI

• 1D: -0.87%
• 1M: -1.54%
• YTD: -1.62%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

GDT

• 1D: -0.85%
• 1M: -1.71%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

PLGI vs. GDT - Yearly Performance Comparison

	2026 (YTD)
PLGI PL Growth and Income ETF	-3.07%
GDT WisdomTree Efficient TIPS Plus Gold Fund	-8.05%

Correlation

The correlation between PLGI and GDT is 0.13, 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	0.13

Return for Risk

PLGI vs. GDT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PL Growth and Income ETF (PLGI) and WisdomTree Efficient TIPS Plus Gold Fund (GDT). 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

	PLGI	GDT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-0.42	-0.63	+0.20

Drawdowns

PLGI vs. GDT - Drawdown Comparison

The maximum PLGI drawdown since its inception was -7.26%, smaller than the maximum GDT drawdown of -18.06%. Use the drawdown chart below to compare losses from any high point for PLGI and GDT.

Drawdown Indicators

	PLGI	GDT	Difference
Max Drawdown Largest peak-to-trough decline	-7.26%	-18.06%	+10.80%
Current Drawdown Current decline from peak	-3.69%	-16.07%	+12.38%
Average Drawdown Average peak-to-trough decline	-2.59%	-9.90%	+7.31%

Volatility

Volatility by Period

	PLGI	GDT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	12.74%	33.36%	-20.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.74%	33.36%	-20.62%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.74%	33.36%	-20.62%

PLGI vs. GDT - Expense Ratio Comparison

PLGI has a 1.25% expense ratio, which is higher than GDT's 0.30% expense ratio.

Dividends

PLGI vs. GDT - Dividend Comparison

PLGI's dividend yield for the trailing twelve months is around 0.02%, less than GDT's 1.77% yield.

Position	TTM
GDT WisdomTree Efficient TIPS Plus Gold Fund	1.77%
PLGI PL Growth and Income ETF	0.02%

Frequently Asked Questions

Can I hold both PLGI and GDT in my portfolio?

PLGI and GDT have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, PLGI or GDT?

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, PLGI or GDT?

GDT is cheaper with a 0.30% expense ratio, compared with 1.25% for PLGI.

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

GDT has the higher dividend yield at 1.77%, compared with 0.02% for PLGI.

What is the main difference between PLGI and GDT?

They also come from different issuers: Shalva Asset Management and WisdomTree. Their fees differ too: 1.25% for PLGI and 0.30% for GDT.